Bornite Capital Management LP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$998.8B
Holdings
36
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 153,900 | $44.7B | 4.48% | |
| 2 | MIRMIRION TECHNOLOGIES INC | 2,051,700 | $44.2B | 4.42% | |
| 3 | CRSCARPENTER TECHNOLOGY CORP | 150,000 | $41.5B | 4.15% | |
| 4 | BKRBAKER HUGHES COMPANY | 1,027,100 | $39.4B | 3.94% | |
| 5 | PWRQUANTA SVCS INC | 102,900 | $38.9B | 3.89% | |
| 6 | TTEKTETRA TECH INC NEW | 1,028,100 | $37.0B | 3.70% | |
| 7 | METAMETA PLATFORMS INC | 50,000 | $36.9B | 3.69% | |
| 8 | ETNEATON CORP PLC | 103,100 | $36.8B | 3.68% | |
| 9 | GFLGFL ENVIRONMENTAL INC | 720,500 | $36.4B | 3.64% | |
| 10 | LINLINDE PLC | 77,200 | $36.2B | 3.63% | |
| 11 | EQTEQT CORP | 618,300 | $36.1B | 3.61% | |
| 12 | FCXFREEPORT-MCMORAN INC | 824,500 | $35.7B | 3.58% | |
| 13 | SHWSHERWIN WILLIAMS CO | 100,000 | $34.3B | 3.44% | |
| 14 | ETRENTERGY CORP NEW | 412,100 | $34.3B | 3.43% | |
| 15 | IMGIAMGOLD CORP | 4,638,000 | $34.1B | 3.41% | |
| 16 | GEGE AEROSPACE | 129,000 | $33.2B | 3.32% | |
| 17 | RHCRH PLC | 361,100 | $33.1B | 3.32% | |
| 18 | AMZNAMAZON COM INC | 150,000 | $32.9B | 3.29% | |
| 19 | CSXCSX CORP | 1,000,000 | $32.6B | 3.27% | |
| 20 | NVDANVIDIA CORPORATION | 200,000 | $31.6B | 3.16% | |
| 21 | LNGCHENIERE ENERGY INC | 129,200 | $31.5B | 3.15% | |
| 22 | LYVLIVE NATION ENTERTAINMENT IN | 200,000 | $30.3B | 3.03% | |
| 23 | HDHOME DEPOT INC | 80,000 | $29.3B | 2.94% | |
| 24 | MAMASTERCARD INCORPORATED | 50,000 | $28.1B | 2.81% | |
| 25 | CDNSCADENCE DESIGN SYSTEM INC | 80,000 | $24.7B | 2.47% | |
| 26 | CYBRCYBERARK SOFTWARE LTD | 60,000 | $24.4B | 2.44% | |
| 27 | CATCATERPILLAR INC | 60,000 | $23.3B | 2.33% | |
| 28 | GOOGLALPHABET INC | 100,000 | $17.6B | 1.76% | |
| 29 | MPCMARATHON PETE CORP | 100,000 | $16.6B | 1.66% | |
| 30 | STLDSTEEL DYNAMICS INC | 100,000 | $12.8B | 1.28% | |
| 31 | SOBOSOUTH BOW CORP | 400,000 | $10.4B | 1.04% | |
| 32 | BEBLOOM ENERGY CORP | 350,000 | $8.4B | 0.84% | |
| 33 | NGNOVAGOLD RES INC | 2,000,000 | $8.2B | 0.82% | |
| 34 | TMQTRILOGY METALS INC NEW | 1,000,000 | $1.4B | 0.14% | |
| 35 | GEVGE VERNOVA INC | 2,100 | $1.1B | 0.11% | |
| 36 | NUENUCOR CORP | 8,000 | $1.0B | 0.10% |