Bornite Capital Management LP Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$743.6B
Holdings
35
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 210,100 | $42.3B | 5.69% | |
| 2 | STLDSTEEL DYNAMICS INC | 350,000 | $39.9B | 5.37% | |
| 3 | MIRMIRION TECHNOLOGIES INC | 2,117,000 | $36.9B | 4.97% | |
| 4 | WCNWASTE CONNECTIONS INC | 211,700 | $36.3B | 4.88% | |
| 5 | GEGE AEROSPACE | 212,400 | $35.4B | 4.76% | |
| 6 | GEVGE VERNOVA INC | 106,400 | $35.0B | 4.71% | |
| 7 | MPCMARATHON PETE CORP | 250,000 | $34.9B | 4.69% | |
| 8 | MLMMARTIN MARIETTA MATLS INC | 60,000 | $31.0B | 4.17% | |
| 9 | OREUROSISKO GOLD ROYALTIES LTD | 1,500,000 | $27.1B | 3.65% | |
| 10 | FNVFRANCO NEV CORP | 230,000 | $27.0B | 3.64% | |
| 11 | SOBOSOUTH BOW CORP | 1,087,000 | $25.6B | 3.45% | |
| 12 | KNTKKINETIK HOLDINGS INC | 438,000 | $24.8B | 3.34% | |
| 13 | EQTEQT CORP | 500,000 | $23.1B | 3.10% | |
| 14 | AMZNAMAZON COM INC | 100,000 | $21.9B | 2.95% | |
| 15 | BKRBAKER HUGHES COMPANY | 500,000 | $20.5B | 2.76% | |
| 16 | GOOGLALPHABET INC | 100,000 | $18.9B | 2.55% | |
| 17 | PWRQUANTA SVCS INC | 56,600 | $17.9B | 2.41% | |
| 18 | METAMETA PLATFORMS INC | 30,000 | $17.6B | 2.36% | |
| 19 | GSGOLDMAN SACHS GROUP INC | 30,000 | $17.2B | 2.31% | |
| 20 | MCKMCKESSON CORP | 30,000 | $17.1B | 2.30% | |
| 21 | SHWSHERWIN WILLIAMS CO | 50,000 | $17.0B | 2.29% | |
| 22 | CRMSALESFORCE INC | 50,000 | $16.7B | 2.25% | |
| 23 | ETNEATON CORP PLC | 50,000 | $16.6B | 2.23% | |
| 24 | CPCANADIAN PACIFIC KANSAS CITY | 228,100 | $16.5B | 2.22% | |
| 25 | AMATAPPLIED MATLS INC | 100,000 | $16.3B | 2.19% | |
| 26 | TTTRANE TECHNOLOGIES PLC | 40,200 | $14.8B | 2.00% | |
| 27 | RHCRH PLC | 150,000 | $13.9B | 1.87% | |
| 28 | SBUXSTARBUCKS CORP | 150,000 | $13.7B | 1.84% | |
| 29 | LYVLIVE NATION ENTERTAINMENT IN | 100,000 | $12.9B | 1.74% | |
| 30 | MSFTMICROSOFT CORP | 30,000 | $12.6B | 1.70% | |
| 31 | UBERUBER TECHNOLOGIES INC | 200,000 | $12.1B | 1.62% | |
| 32 | FLUTFLUTTER ENTMT PLC | 40,000 | $10.3B | 1.39% | |
| 33 | 016VEREN INC | 2,000,000 | $10.3B | 1.38% | |
| 34 | MUMICRON TECHNOLOGY INC | 100,000 | $8.4B | 1.13% | |
| 35 | TMQTRILOGY METALS INC NEW | 700,000 | $812.0M | 0.11% |