Bornite Capital Management LP: EQT position timeline

Bornite Capital Management LP held 700,000 EQT 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 700,000 shares

   Change vs previous 13F +700,000 shares

   4.68% of the 13F portfolio, value $37,219,000.

   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 ended2025-09-30

   13F 0 shares

   Change vs previous 13F -618,300 shares

   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).

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

3. period ended2025-06-30

   13F 618,300 shares

   Change vs previous 13F +599,800 shares

   3.61% of the 13F portfolio, value $36,059,256.

   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).

4. period ended2025-03-31

   13F 18,500 shares

   Change vs previous 13F -481,500 shares

   0.25% of the 13F portfolio, value $988,455.

   13F-HR 0001800641-25-000004 filed by Bornite Capital Management LP
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 500,000 shares

   Change vs previous 13F not available

   3.1% of the 13F portfolio, value $23,055,000.

   13F-HR 0001800641-25-000002 filed by Bornite Capital Management LP
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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