Bornite Capital Management LP 13F Holdings
CIK 0001800641 · NEW YORK, NY
As of Sep 30, 2025, Bornite Capital Management LP reported 35 positions worth
CIK 0001800641 · NEW YORK, NY
As of Sep 30, 2025, Bornite Capital Management LP reported 35 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ECOLAB INC | ECL | Basic Materials | 250,000 | $68.5M | 6.36% |
| CORNING INC | GLW | Technology | 830,000 | $68.1M | 6.32% |
| TALEN ENERGY CORP | TLN | Utilities | 156,000 | $66.4M | 6.16% |
| QUANTA SERVICES INC | PWR | Industrials | 155,700 | $64.5M | 5.99% |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 258,900 | $63.6M | 5.90% |
| CRH PUBLIC LTD CO | CRH | Basic Materials | 469,800 | $56.3M | 5.23% |
| CORE & MAIN INC | CNM | Industrials | 1,000,000 | $53.8M | 5.00% |
| CANADIAN NATIONAL RAILWAY CO | CNI | Industrials | 500,000 | $47.2M | 4.38% |
| DYCOM INDUSTRIES INC | DY | Industrials | 150,000 | $43.8M | 4.06% |
| VIPER ENERGY INC | VNOM | Energy | 1,000,000 | $38.2M | 3.55% |
| EATON CORP PLC | ETN | Industrials | 100,000 | $37.4M | 3.48% |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 742,400 | $35.2M | 3.27% |
| BARRICK MINING CORP | B | Basic Materials | 1,000,000 | $32.8M | 3.04% |
| NETFLIX INC | NFLX | Communication Services | 25,000 | $30.0M | 2.78% |
| CARRIER GLOBAL CORP | CARR | Basic Materials | 500,000 | $29.9M | 2.77% |
| META PLATFORMS INC | META | Communication Services | 40,000 | $29.4M | 2.73% |
| IAMGOLD CORP | IAG | Basic Materials | 2,240,000 | $29.0M | 2.69% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 100,000 | $27.9M | 2.59% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 100,000 | $25.9M | 2.41% |
| CHENIERE ENERGY INC | LNG | Energy | 108,900 | $25.6M | 2.38% |
| FIRST SOLAR INC | FSLR | Technology | 100,000 | $22.1M | 2.05% |
| AMAZON.COM INC | AMZN | Equity | 100,000 | $22.0M | 2.04% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 100,000 | $21.3M | 1.97% |
| CARVANA CO | CVNA | Consumer Cyclical | 50,000 | 8.9M | 1.75% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 25,000 | 7.5M | 1.62% |