Bornite Capital Management LP
All holdings · as of Dec 31, 2025
| 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% |
| T1 ENERGY INC | $8.35M | 0.8% |
| Mosaic Co/The | $7.23M | 0.7% |
| Woodward Inc | $1.57M | 0.2% |