CIK 1800641
Bornite Capital Management LP
Institutional 13F holdings & portfolio
Holdings
28
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–28 of 28
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | 206K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 359K | $1M+ | SH |
| AMZN | AMAZON COM INC | 300K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 156K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 208K | $1M+ | SH |
| GLW | CORNING INC | 730K | $1M+ | SH |
| GE | GE AEROSPACE | 206K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 207K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 1.5M | $1M+ | SH |
| GFL | GFL ENVIRONMENTAL INC | 1.3M | $1M+ | SH |
| NUE | NUCOR CORP | 300K | $1M+ | SH |
| CRH | CRH PLC | 320K | $1M+ | SH |
| BALL | BALL CORP | 700K | $1M+ | SH |
| RRC | RANGE RES CORP | 800K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 250K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 500K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 500K | $1M+ | SH |
| TECK | TECK RESOURCES LTD | 500K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 40K | $1M+ | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 150K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 300K | $1M+ | SH |
| SKE | SKEENA RES LTD NEW | 523K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 20K | $1M+ | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 5.4M | $1M+ | SH |
| CENX | CENTURY ALUM CO | 250K | $1M+ | SH |
| TE | T1 ENERGY INC | 1.3M | $1M+ | SH |
| MOS | MOSAIC CO NEW | 300K | $1M+ | SH |
| WWD | WOODWARD INC | 5K | $1M+ | SH |