13F-HR filed by Bornite Capital Management LP
Bornite Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 17 holding rows worth $594,771,966.
- Accession
- 0001800641-26-000004
- Filer
- CIK 1800641
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 17 entries on the cover page, a total value of $594,771,966 stated on the cover page (in dollars after the unit check, H1), rows summing to $594,771,966 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 |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 206,600 | $69,820,470 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 208,800 | $66,655,224 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 350,000 | $63,000,000 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 2,109,000 | $61,603,890 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 133,200 | $52,500,780 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,040,000 | $44,137,600 | dollars as filed | |
| SKEENA RES LTD NEW | 83056P715 | COM | 1,313,000 | $39,091,366 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 105,200 | $35,643,864 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 60,000 | $34,327,800 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 60,000 | $32,941,200 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 542,000 | $31,809,980 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 400,000 | $23,512,000 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 58,900 | $16,713,464 | dollars as filed | |
| DAKOTA GOLD CORP | 46655E100 | COM | 2,000,000 | $10,100,000 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 20,000 | $9,698,200 | dollars as filed | |
| General Electric Company | 369604301 | COM | 6,400 | $1,816,128 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 1,000,000 | $1,400,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001800641-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |