Institutions / Bornite Capital Management LP
Bornite Capital Management LP
CIK 1800641 · Institution · as of Dec 31, 2025
Portfolio value
$1.02B
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Talen Energy Corp | $77.22M | 7.5% |
| Cheniere Energy, Inc. | $69.77M | 6.8% |
| Amazon.com Inc | $69.25M | 6.8% |
| Quanta Services Inc | $65.63M | 6.4% |
| Carpenter Technology Corp | $65.55M | 6.4% |
| Corning Inc /Ny | $63.92M | 6.2% |
| General Electric Co | $63.58M | 6.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $62.78M | 6.1% |
| Viper Energy, Inc. | $57.95M | 5.7% |
| Gfl Environmental Inc | $57.66M | 5.6% |
| Nucor Corp | $48.93M | 4.8% |
| Crh Public Ltd Co | $39.91M | 3.9% |
| BALL Corp | $37.08M | 3.6% |
| Range Resources Corp | $28.21M | 2.8% |
| United Airlines Holdings Inc | $27.95M | 2.7% |
| Bank of America Corp /De | $27.50M | 2.7% |
| Freeport-McMoran Inc | $25.39M | 2.5% |
| Teck Resources Ltd | $23.95M | 2.3% |
| Synopsys Inc | $18.79M | 1.8% |
| Construction Partners Inc | $16.28M | 1.6% |
| CARRIER GLOBAL Corp | $15.85M | 1.5% |
| Skeena Res Ltd New | $12.42M | 1.2% |
| Spotify Technology S a | $11.61M | 1.1% |
| Northern Dynasty Minerals Lt | $10.61M | 1.0% |
| Century Aluminum Co | $9.79M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.