Bornite Capital Management LP: FCX position timeline

Bornite Capital Management LP held 400,000 FCX 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 400,000 shares

   Change vs previous 13F 0 shares

   3.17% of the 13F portfolio, value $25,156,000.

   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 ended2026-03-31

   13F 400,000 shares

   Change vs previous 13F -100,000 shares

   3.95% of the 13F portfolio, value $23,512,000.

   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 500,000 shares

   Change vs previous 13F +500,000 shares

   2.48% of the 13F portfolio, value $25,395,000.

   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 0 shares

   Change vs previous 13F -824,500 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.

5. period ended2025-06-30

   13F 824,500 shares

   Change vs previous 13F not available

   3.58% of the 13F portfolio, value $35,742,075.

   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).