The Analysis of Bornite Capital Management LP's Holdings
Currently, Bornite Capital Management LP holds 35 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in ECL (+250.0K shares, valued at $68.5M), GLW (+830.0K shares, valued at $68.1M), CNM (+1.0M shares, valued at $53.8M); decreased their positions in MIR (-1.6M shares, valued at $36.1M), IAG (-2.4M shares, valued at $31.0M), LYV (-100.0K shares, valued at $16.3M); initiated new positions in ECL (+250.0K shares, valued at $68.5M), GLW (+830.0K shares, valued at $68.1M), CNM (+1.0M shares, valued at $53.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ECL ECOLAB INC250.0K sharesnew addition2025-09-302025-11-07
GLW CORNING INC830.0K sharesnew addition2025-09-302025-11-07 TLN TALEN ENERGY CORP156.0K shares1.36%2025-09-302025-11-07 PWR QUANTA SVCS INC155.7K shares51.31%2025-09-302025-11-07 CRS CARPENTER TECHNOLOGY CORP258.9K shares72.60%2025-09-302025-11-07 CRH CRH PLC469.8K shares30.10%2025-09-302025-11-07 CNM CORE & MAIN INC1.0M sharesnew addition2025-09-302025-11-07 CNI CANADIAN NATL RY CO500.0K sharesnew addition2025-09-302025-11-07 DY DYCOM INDS INC150.0K sharesnew addition2025-09-302025-11-07 VNOM VIPER ENERGY INC1.0M sharesnew addition2025-09-302025-11-07 ETN EATON CORP PLC100.0K shares-3.01%2025-09-302025-11-07 GFL GFL ENVIRONMENTAL INC742.4K shares3.04%2025-09-302025-11-07 B BARRICK MNG CORP1.0M sharesnew addition2025-09-302025-11-07 NFLX NETFLIX INC25.0K sharesnew addition2025-09-302025-11-07 CARR CARRIER GLOBAL CORPORATION500.0K sharesnew addition2025-09-302025-11-07 META META PLATFORMS INC40.0K shares-20.00%2025-09-302025-11-07 IAG IAMGOLD CORP2.2M shares-51.70%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD100.0K sharesnew addition2025-09-302025-11-07 HLT HILTON WORLDWIDE HLDGS INC100.0K sharesnew addition2025-09-302025-11-07 LNG CHENIERE ENERGY INC108.9K shares-15.71%2025-09-302025-11-07 FSLR FIRST SOLAR INC100.0K sharesnew addition2025-09-302025-11-07 AMZN AMAZON COM INC100.0K shares-33.33%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP100.0K sharesnew addition2025-09-302025-11-07 CVNA CARVANA CO50.0K sharesnew addition2025-09-302025-11-07 SPOT SPOTIFY TECHNOLOGY S A25.0K sharesnew addition2025-09-302025-11-07 LYV LIVE NATION ENTERTAINMENT IN100.0K shares-50.00%2025-09-302025-11-07 SHOP SHOPIFY INC100.0K sharesnew addition2025-09-302025-11-07 MA MASTERCARD INCORPORATED25.0K shares-50.00%2025-09-302025-11-07 NOW SERVICENOW INC15.0K sharesnew addition2025-09-302025-11-07 SNPS SYNOPSYS INC25.0K sharesnew addition2025-09-302025-11-07 MIR MIRION TECHNOLOGIES INC500.0K shares-75.63%2025-09-302025-11-07 SOBO SOUTH BOW CORP400.0K shares0.00%2025-09-302025-11-07 DAR DARLING INGREDIENTS INC100.0K sharesnew addition2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC5.6K sharesnew addition2025-09-302025-11-07 TMQ TRILOGY METALS INC NEW1.0M shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available