Bornite Capital Management LP: CRS position timeline

Bornite Capital Management LP held 90,220 CRS 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 90,220 shares

   Change vs previous 13F -42,980 shares

   7% of the 13F portfolio, value $55,651,305.

   13F-HR 0001800641-26-000006 filed by Bornite Capital Management LP
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 133,200 shares

   Change vs previous 13F -75,000 shares

   8.83% of the 13F portfolio, value $52,500,780.

   13F-HR 0001800641-26-000004 filed by Bornite Capital Management LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 208,200 shares

   Change vs previous 13F -50,700 shares

   6.4% of the 13F portfolio, value $65,549,688.

   13F-HR 0001800641-26-000002 filed by Bornite Capital Management LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 258,900 shares

   Change vs previous 13F +108,900 shares

   5.9% of the 13F portfolio, value $63,570,306.

   13F-HR 0001800641-25-000009 filed by Bornite Capital Management LP
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 150,000 shares

   Change vs previous 13F not available

   4.15% of the 13F portfolio, value $41,457,000.

   13F-HR 0001719307-25-000005 filed by Bornite Capital Management LP
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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