Bornite Capital Management LP Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$388.3B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 204,700 | $40.9B | 10.53% | |
| 2 | MIRMIRION TECHNOLOGIES INC | 2,064,300 | $29.9B | 7.71% | |
| 3 | LNGCHENIERE ENERGY INC | 129,300 | $29.9B | 7.70% | |
| 4 | SOBOSOUTH BOW CORP | 1,071,000 | $27.3B | 7.04% | |
| 5 | GFLGFL ENVIRONMENTAL INC | 539,700 | $26.1B | 6.71% | |
| 6 | VNOMUSDVIPER ENERGY INC | 500,000 | $22.6B | 5.81% | |
| 7 | MAMASTERCARD INCORPORATED | 40,000 | $21.9B | 5.65% | |
| 8 | METAMETA PLATFORMS INC | 35,000 | $20.2B | 5.19% | |
| 9 | TAT&T INC | 700,000 | $19.8B | 5.10% | |
| 10 | AMZNAMAZON COM INC | 100,000 | $19.0B | 4.90% | |
| 11 | NFLXNETFLIX INC | 20,000 | $18.7B | 4.80% | |
| 12 | PWRQUANTA SVCS INC | 68,700 | $17.5B | 4.50% | |
| 13 | GEGE AEROSPACE | 80,000 | $16.0B | 4.12% | |
| 14 | CNMCORE & MAIN INC | 300,000 | $14.5B | 3.73% | |
| 15 | CPCANADIAN PACIFIC KANSAS CITY | 200,000 | $14.0B | 3.62% | |
| 16 | SBUXSTARBUCKS CORP | 125,000 | $12.3B | 3.16% | |
| 17 | OREUROSISKO GOLD ROYALTIES LTD | 500,000 | $10.6B | 2.72% | |
| 18 | SKE.TOSKEENA RES LTD NEW | 957,000 | $9.6B | 2.47% | |
| 19 | TECK/BTECK RESOURCES LTD | 222,200 | $8.1B | 2.08% | |
| 20 | LINLINDE PLC | 4,100 | $1.9B | 0.49% | |
| 21 | TMQTRILOGY METALS INC NEW | 1,000,000 | $1.6B | 0.40% | |
| 22 | EQTEQT CORP | 18,500 | $988.5M | 0.25% | |
| 23 | GEVGE VERNOVA INC | 3,200 | $976.9M | 0.25% | |
| 24 | MLMMARTIN MARIETTA MATLS INC | 2,000 | $956.3M | 0.25% | |
| 25 | ETRENTERGY CORP NEW | 11,000 | $940.4M | 0.24% | |
| 26 | KNTKKINETIK HOLDINGS INC | 17,500 | $909.0M | 0.23% | |
| 27 | ETNEATON CORP PLC | 3,200 | $869.9M | 0.22% | |
| 28 | CCOCAMECO CORP | 10,700 | $440.4M | 0.11% |