Boundary Creek Advisors LP
•CIK: 1771944•Filing: Q4 2025
**Boundary Creek Advisors LP** manages $21M AUM with a concentrated, single-position strategy. The fund's current portfolio is heavily weighted toward GBTG, representing $20.9M of its total assets. This highly concentrated structure suggests a conviction-driven, deep-value thesis on the underlying asset. Investors should note the near 100% allocation to GBTG within the current mandate.
Total AUM
$20.9M
QoQ Performance
-8.7%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GBTG
GBTG100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023