Universe · entity
Bornite Capital Management LP
Institutional manager (13F) · CIK 1800641
13F holdings · as of 2026-03-31 · top 17 · reported portfolio $595M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $70M | 206,600 |
| 2 | TALEN ENERGY CORP | $67M | 208,800 |
| 3 | STEEL DYNAMICS INC | $63M | 350,000 |
| 4 | CENTURI HOLDINGS INC | $62M | 2,109,000 |
| 5 | CARPENTER TECHNOLOGY CORP | $53M | 133,200 |
| 6 | ANTERO RESOURCES CORP | $44M | 1,040,000 |
| 7 | SKEENA RES LTD NEW | $39M | 1,313,000 |
| 8 | DYCOM INDS INC | $36M | 105,200 |
| 9 | META PLATFORMS INC | $34M | 60,000 |
| 10 | QUANTA SVCS INC | $33M | 60,000 |
| 11 | CENTURY ALUM CO | $32M | 542,000 |
| 12 | FREEPORT MCMORAN INC | $24M | 400,000 |
| 13 | CHENIERE ENERGY INC | $17M | 58,900 |
| 14 | DAKOTA GOLD CORP | $10M | 2,000,000 |
| 15 | SPOTIFY TECHNOLOGY S A | $10M | 20,000 |
| 16 | GE AEROSPACE | $2M | 6,400 |
| 17 | NORTHERN DYNASTY MINERALS LT | $1M | 1,000,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.