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Disclosery

Bornite Capital Management LP: STLD position timeline

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

Bornite Capital Management LP held 0 STLD 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 0 shares
    Change vs previous 13F -350,000 shares

    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).

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

  2. period ended2026-03-31
    13F 350,000 shares
    Change vs previous 13F +350,000 shares

    10.59% of the 13F portfolio, value $63,000,000.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -100,000 shares

    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).

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

  4. period ended2025-06-30
    13F 100,000 shares
    Change vs previous 13F +100,000 shares

    1.28% of the 13F portfolio, value $12,801,000.

    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).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -350,000 shares

    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).

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

  6. period ended2024-12-31
    13F 350,000 shares
    Change vs previous 13F +150,000 shares

    5.37% of the 13F portfolio, value $39,924,500.

    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).

  7. period ended2024-09-30
    13F 200,000 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $25,216,000.

    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).