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Disclosery

Bornite Capital Management LP: LNG position timeline

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

Bornite Capital Management LP held 163,060 LNG 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 163,060 shares
    Change vs previous 13F +104,160 shares

    4.9% of the 13F portfolio, value $38,972,971.

    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 ended2026-03-31
    13F 58,900 shares
    Change vs previous 13F -300,000 shares

    2.81% of the 13F portfolio, value $16,713,464.

    13F-HR 0001800641-26-000004 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).

  3. period ended2025-12-31
    13F 358,900 shares
    Change vs previous 13F +250,000 shares

    6.81% of the 13F portfolio, value $69,766,571.

    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).

  4. period ended2025-09-30
    13F 108,900 shares
    Change vs previous 13F -20,300 shares

    2.38% of the 13F portfolio, value $25,589,322.

    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).

  5. period ended2025-06-30
    13F 129,200 shares
    Change vs previous 13F -100 shares

    3.15% of the 13F portfolio, value $31,462,784.

    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).

  6. period ended2025-03-31
    13F 129,300 shares
    Change vs previous 13F +129,300 shares

    7.7% of the 13F portfolio, value $29,920,020.

    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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -99,000 shares

    13F-HR 0001800641-25-000002 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.

  8. period ended2024-09-30
    13F 99,000 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $17,804,160.

    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).