Bornite Capital Management LP Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$383.8B
Holdings
36
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 125,000 | $29K | 0.00% | |
| 2 | SLBSCHLUMBERGER LTD | 400,000 | $21K | 0.00% | |
| 3 | SUSUNCOR ENERGY INC NEW | 500,000 | $15K | 0.00% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 125,000 | $15K | 0.00% | |
| 5 | LNGCHENIERE ENERGY INC | 100,000 | $14K | 0.00% | |
| 6 | CRCCALIFORNIA RES CORP | 300,000 | $13K | 0.00% | |
| 7 | MOSMOSAIC CO NEW | 300,000 | $13K | 0.00% | |
| 8 | WCNWASTE CONNECTIONS INC | 100,000 | $13K | 0.00% | |
| 9 | AMATAPPLIED MATLS INC | 125,000 | $12K | 0.00% | |
| 10 | IMOIMPERIAL OIL LTD | 250,000 | $12K | 0.00% | |
| 11 | RSRELIANCE STEEL & ALUMINUM CO | 60,000 | $12K | 0.00% | |
| 12 | WCCWESCO INTL INC | 100,000 | $12K | 0.00% | |
| 13 | CSXCSX CORP | 400,000 | $12K | 0.00% | |
| 14 | JJACOBS SOLUTIONS INC | 100,000 | $12K | 0.00% | |
| 15 | TECK/BTECK RESOURCES LTD | 300,000 | $11K | 0.00% | |
| 16 | PCGPG&E CORP | 700,000 | $11K | 0.00% | |
| 17 | ETNEATON CORP PLC | 75,000 | $11K | 0.00% | |
| 18 | DEDEERE & CO | 25,000 | $10K | 0.00% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 20,000 | $10K | 0.00% | |
| 20 | DHRDANAHER CORPORATION | 40,000 | $10K | 0.00% | |
| 21 | CEGCONSTELLATION ENERGY CORP | 125,000 | $10K | 0.00% | |
| 22 | PWRQUANTA SVCS INC | 75,000 | $10K | 0.00% | |
| 23 | SCHN1EURSCHNITZER STEEL INDS INC | 300,000 | $9K | 0.00% | |
| 24 | DENEURDENBURY INC | 100,000 | $8K | 0.00% | |
| 25 | RRXREGAL REXNORD CORPORATION | 75,000 | $8K | 0.00% | |
| 26 | BKRBAKER HUGHES COMPANY | 250,000 | $7K | 0.00% | |
| 27 | AWCAMERICAN WTR WKS CO INC NEW | 50,000 | $7K | 0.00% | |
| 28 | RIORIO TINTO PLC | 100,000 | $7K | 0.00% | |
| 29 | DARDARLING INGREDIENTS INC | 100,000 | $6K | 0.00% | |
| 30 | ALBALBEMARLE CORP | 25,000 | $5K | 0.00% | |
| 31 | NOWSERVICENOW INC | 15,000 | $5K | 0.00% | |
| 32 | DINOHF SINCLAIR CORP | 100,000 | $5K | 0.00% | |
| 33 | GTLSCHART INDS INC | 40,000 | $4K | 0.00% | |
| 34 | SNOWSNOWFLAKE INC | 25,000 | $3K | 0.00% | |
| 35 | NXENEXGEN ENERGY LTD | 500,000 | $2K | 0.00% | |
| 36 | LAC1EURLITHIUM AMERS CORP NEW | 150,000 | $2K | 0.00% |