13F-HR filed by Bornite Capital Management LP
Bornite Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 28 holding rows worth $1,024,729,522.
- Accession
- 0001800641-26-000002
- Filer
- CIK 1800641
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 28 entries on the cover page, a total value of $1,024,729,522 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,024,729,522 with VALUE read as dollars as filed, 13F file number 028-21356. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 206,000 | $77,217,040 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 358,900 | $69,766,571 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 300,000 | $69,246,000 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 155,500 | $65,630,330 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 208,200 | $65,549,688 | dollars as filed | |
| CORNING INC | 219350105 | COM | 730,000 | $63,918,800 | dollars as filed | |
| General Electric Company | 369604301 | COM | 206,400 | $63,577,392 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 206,600 | $62,783,674 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 1,500,000 | $57,945,000 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 1,342,400 | $57,656,080 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 300,000 | $48,933,000 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 319,800 | $39,911,040 | dollars as filed | |
| BALL CORP | 058498106 | COM | 700,000 | $37,079,000 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 800,000 | $28,208,000 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 250,000 | $27,955,000 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 500,000 | $27,500,000 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 500,000 | $25,395,000 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 500,000 | $23,945,000 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 40,000 | $18,788,800 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 150,000 | $16,282,500 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 300,000 | $15,852,000 | dollars as filed | |
| SKEENA RES LTD NEW | 83056P715 | COM | 523,000 | $12,422,893 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 20,000 | $11,614,200 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 5,385,000 | $10,608,450 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 250,000 | $9,795,000 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 1,250,000 | $8,350,000 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 300,000 | $7,227,000 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 5,200 | $1,572,064 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001800641-26-000002 | this filing | 2026-02-13 | acceptance time not in the bulk data set |