Bornite Capital Management LP: SOBO position timeline

Bornite Capital Management LP held 0 SOBO shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -400,000 shares

   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).

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

2. period ended2025-09-30

   13F 400,000 shares

   Change vs previous 13F 0 shares

   1.05% of the 13F portfolio, value $11,316,000.

   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).

3. period ended2025-06-30

   13F 400,000 shares

   Change vs previous 13F -671,000 shares

   1.04% of the 13F portfolio, value $10,364,000.

   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).

4. period ended2025-03-31

   13F 1,071,000 shares

   Change vs previous 13F -16,000 shares

   7.04% of the 13F portfolio, value $27,331,920.

   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 1,087,000 shares

   Change vs previous 13F not available

   3.45% of the 13F portfolio, value $25,620,590.

   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).