Bornite Capital Management LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$607.3B
Holdings
39
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVECENOVUS ENERGY INC | 2,530,900 | $49K | 0.00% | |
| 2 | AMZNAMAZON COM INC | 250,000 | $48K | 0.00% | |
| 3 | MSFTMICROSOFT CORP | 100,000 | $44K | 0.00% | |
| 4 | 016VEREN INC | 5,000,000 | $39K | 0.00% | |
| 5 | OREUROSISKO GOLD ROYALTIES LTD | 2,032,300 | $31K | 0.00% | |
| 6 | CDNSCADENCE DESIGN SYSTEM INC | 60,000 | $18K | 0.00% | |
| 7 | MAMASTERCARD INCORPORATED | 40,000 | $17K | 0.00% | |
| 8 | AAPLAPPLE INC | 80,000 | $16K | 0.00% | |
| 9 | NUENUCOR CORP | 100,000 | $15K | 0.00% | |
| 10 | UBERUBER TECHNOLOGIES INC | 200,000 | $14K | 0.00% | |
| 11 | FNVFRANCO NEV CORP | 125,000 | $14K | 0.00% | |
| 12 | GEVGE VERNOVA INC | 78,550 | $13K | 0.00% | |
| 13 | ETNEATON CORP PLC | 40,910 | $12K | 0.00% | |
| 14 | WCNWASTE CONNECTIONS INC | 70,000 | $12K | 0.00% | |
| 15 | CNMCORE & MAIN INC | 260,500 | $12K | 0.00% | |
| 16 | BLDRBUILDERS FIRSTSOURCE INC | 80,000 | $11K | 0.00% | |
| 17 | RHCRH PLC | 156,146 | $11K | 0.00% | |
| 18 | DEDEERE & CO | 30,000 | $11K | 0.00% | |
| 19 | LNGCHENIERE ENERGY INC | 63,500 | $11K | 0.00% | |
| 20 | GEGE AEROSPACE | 75,000 | $11K | 0.00% | |
| 21 | MCKMCKESSON CORP | 20,000 | $11K | 0.00% | |
| 22 | MIRMIRION TECHNOLOGIES INC | 1,027,600 | $11K | 0.00% | |
| 23 | FDXFEDEX CORP | 35,000 | $10K | 0.00% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 50,000 | $10K | 0.00% | |
| 25 | LINLINDE PLC | 25,000 | $10K | 0.00% | |
| 26 | MLMMARTIN MARIETTA MATLS INC | 20,000 | $10K | 0.00% | |
| 27 | PWRQUANTA SVCS INC | 40,000 | $10K | 0.00% | |
| 28 | CSXCSX CORP | 300,000 | $10K | 0.00% | |
| 29 | APDAIR PRODS & CHEMS INC | 40,000 | $10K | 0.00% | |
| 30 | MPCMARATHON PETE CORP | 62,700 | $10K | 0.00% | |
| 31 | NEENEXTERA ENERGY INC | 150,000 | $10K | 0.00% | |
| 32 | AERAERCAP HOLDINGS NV | 100,000 | $9K | 0.00% | |
| 33 | DFSEURDISCOVER FINL SVCS | 75,000 | $9K | 0.00% | |
| 34 | GLWCORNING INC | 250,000 | $9K | 0.00% | |
| 35 | CCOCAMECO CORP | 200,000 | $9K | 0.00% | |
| 36 | CZRCAESARS ENTERTAINMENT INC NE | 250,000 | $9K | 0.00% | |
| 37 | FLRFLUOR CORP NEW | 200,000 | $8K | 0.00% | |
| 38 | MDUMDU RES GROUP INC | 308,000 | $7K | 0.00% | |
| 39 | STNGSCORPIO TANKERS INC | 50,000 | $4K | 0.00% |