Bornite Capital Management LP Q3 2021 Filing
Filed November 10, 2021
Portfolio Value
$187.0B
Holdings
17
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSUNCOR ENERGY INC NEW | 1,000,000 | $20.7B | 11.09% | |
| 2 | CRCCANADIAN NAT RES LTD | 500,000 | $18.3B | 9.77% | |
| 3 | ADBEADOBE SYSTEMS INCORPORATED | 25,000 | $14.4B | 7.70% | |
| 4 | MSFTMICROSOFT CORP | 50,000 | $14.1B | 7.54% | |
| 5 | GOOGLALPHABET INC | 5,000 | $13.4B | 7.15% | |
| 6 | AWCAMERICAN WTR WKS CO INC NEW | 75,000 | $12.7B | 6.78% | |
| 7 | WCNWASTE CONNECTIONS INC | 100,000 | $12.6B | 6.73% | |
| 8 | CNRCANADIAN NATL RY CO | 100,000 | $11.6B | 6.18% | |
| 9 | RSRELIANCE STEEL & ALUMINUM CO | 75,000 | $10.7B | 5.71% | |
| 10 | LNGCHENIERE ENERGY INC | 100,000 | $9.8B | 5.22% | |
| 11 | MOSMOSAIC CO NEW | 250,000 | $8.9B | 4.78% | |
| 12 | DEDEERE & CO | 25,000 | $8.4B | 4.48% | |
| 13 | AAALCOA CORP | 150,000 | $7.3B | 3.93% | |
| 14 | DENEURDENBURY INC | 100,000 | $7.0B | 3.76% | |
| 15 | CSTMCONSTELLIUM SE | 350,000 | $6.6B | 3.51% | |
| 16 | NOWSERVICENOW INC | 10,000 | $6.2B | 3.33% | |
| 17 | SCHN1EURSCHNITZER STEEL INDS INC | 100,000 | $4.4B | 2.34% |