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Boundary Creek Advisors LP

Q3 2025 · Filed 2025-11-07
Market Value
$23M
-42.6%
Holdings
5
-5
New Purchases
1
Added To
0
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
100.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GBTG 100.00% 0.00% +100.00% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLS.TO 0.00% 57.10% -57.10% $0
SWM 0.00% 22.44% -22.44% $0
MERC 0.00% 20.45% -20.45% $0
VEEAW 0.00% 0.01% -0.01% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $23M 100.0%
Small Cap 1 $0 0.0%
Micro Cap 2 $0 0.0%

Portfolio Analytics

Avg Market Cap
$1.7B
Median Market Cap
$1.3B
Avg P/E
31.3
Median P/E
31.3
Avg Dividend Yield
0.02%
Avg Beta
1.42
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GBTG 100.00% 2,735,449 $23M $8.38 +2,735,449 NEW
2 MERC —% -$8M -2,333,375 -100.0% SOLD
3 SLS.TO —% -$23M -4,976,710 -100.0% SOLD
4 VEEAW —% -$4K -28,083 -100.0% SOLD
5 SWM —% -$9M -1,313,984 -100.0% SOLD

Options Breakdown

3 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
SPY $0 SOLD
MERC $0 SOLD
SWM $0 SOLD

Top Puts

SymbolSharesValueStatus
MPT $0 SOLD

New Positions

SymbolValue% Port
GBTG $23M 100.00%

Sold Out Positions

SymbolValue% Port
MERC —%
SLS.TO —%
VEEAW —%
SWM —%
View SEC EDGAR Filings for Boundary Creek Advisors LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms