Bornite Capital Management LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$427.4B
Holdings
19
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVECENOVUS ENERGY INC | 3,025,100 | $50K | 0.00% | |
| 2 | RHCRH PLC | 606,146 | $41K | 0.00% | |
| 3 | AMZNAMAZON COM INC | 250,000 | $37K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 100,000 | $37K | 0.00% | |
| 5 | ETNEATON CORP PLC | 151,710 | $36K | 0.00% | |
| 6 | GEGENERAL ELECTRIC CO | 278,400 | $35K | 0.00% | |
| 7 | WDAYWORKDAY INC | 125,000 | $34K | 0.00% | |
| 8 | MCKMCKESSON CORP | 75,000 | $34K | 0.00% | |
| 9 | FCXFREEPORT-MCMORAN INC | 511,016 | $21K | 0.00% | |
| 10 | VLOVALERO ENERGY CORP | 153,200 | $19K | 0.00% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 30,000 | $15K | 0.00% | |
| 12 | STLDSTEEL DYNAMICS INC | 128,400 | $15K | 0.00% | |
| 13 | ATDATI INC | 220,000 | $10K | 0.00% | |
| 14 | FNVFRANCO NEV CORP | 73,700 | $8K | 0.00% | |
| 15 | AMATAPPLIED MATLS INC | 40,000 | $6K | 0.00% | |
| 16 | CCOCAMECO CORP | 152,900 | $6K | 0.00% | |
| 17 | MDBMONGODB INC | 15,000 | $6K | 0.00% | |
| 18 | RBLXROBLOX CORP | 100,000 | $4K | 0.00% | |
| 19 | NXENEXGEN ENERGY LTD | 518,500 | $3K | 0.00% |