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Disclosery

Bornite Capital Management LP: CNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bornite Capital Management LP on CNM, newest first. How the timeline and the estimate are built.

Bornite Capital Management LP held 759,000 CNM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 759,000 shares
    Change vs previous 13F +759,000 shares

    4.61% of the 13F portfolio, value $36,621,750.

    13F-HR 0001800641-26-000006 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,000,000 shares

    13F-HR 0001800641-26-000002 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 1,000,000 shares
    Change vs previous 13F +1,000,000 shares

    5% of the 13F portfolio, value $53,830,000.

    13F-HR 0001800641-25-000009 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -300,000 shares

    13F-HR 0001719307-25-000005 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 300,000 shares
    Change vs previous 13F +300,000 shares

    3.73% of the 13F portfolio, value $14,493,000.

    13F-HR 0001800641-25-000004 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001800641-24-000009 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.