Bornite Capital Management LP Q2 2022 Filing
Filed July 25, 2022
Portfolio Value
$304.7B
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 150,000 | $38.5B | 12.65% | |
| 2 | TMOSUNCOR ENERGY ORD | 1,000,000 | $35.1B | 11.51% | |
| 3 | MAMASTERCARD INCORPORATED | 100,000 | $31.5B | 10.36% | |
| 4 | CSXCSX CORP | 1,000,000 | $29.1B | 9.54% | |
| 5 | FNVFRANCO NEV CORP | 200,000 | $26.3B | 8.64% | |
| 6 | MOSMOSAIC CO NEW | 400,000 | $18.9B | 6.20% | |
| 7 | USX1UNITED STATES STL CORP NEW | 1,000,000 | $17.9B | 5.88% | |
| 8 | PSXPHILLIPS 66 | 200,000 | $16.4B | 5.38% | |
| 9 | DINOHF SINCLAIR CORPORATION | 350,000 | $15.8B | 5.19% | |
| 10 | DEDEERE & CO | 50,000 | $15.0B | 4.92% | |
| 11 | NOWSERVICENOW INC | 30,000 | $14.3B | 4.68% | |
| 12 | INTUINTUIT | 30,000 | $11.6B | 3.80% | |
| 13 | LRCXEURLAM RESEARCH CORP | 25,000 | $10.7B | 3.50% | |
| 14 | SCHN1EURSCHNITZER STEEL INDS INC | 300,000 | $9.9B | 3.23% | |
| 15 | UEOWESTLAKE CORPORATION | 100,000 | $9.8B | 3.22% | |
| 16 | TRQCADTURQUOISE HILL RES LTD | 150,000 | $4.0B | 1.32% |