Bornite Capital Management LP: MLM position timeline

Bornite Capital Management LP held 65,200 MLM 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 65,200 shares

   Change vs previous 13F +65,200 shares

   4.73% of the 13F portfolio, value $37,600,840.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,000 shares

   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).

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

3. period ended2025-03-31

   13F 2,000 shares

   Change vs previous 13F -58,000 shares

   0.25% of the 13F portfolio, value $956,260.

   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).

4. period ended2024-12-31

   13F 60,000 shares

   Change vs previous 13F +60,000 shares

   4.17% of the 13F portfolio, value $30,990,000.

   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).

5. 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 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

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