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Disclosery

Bornite Capital Management LP: TLN position timeline

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

Bornite Capital Management LP held 157,500 TLN 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 157,500 shares
    Change vs previous 13F -51,300 shares

    7.62% of the 13F portfolio, value $60,520,950.

    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 208,800 shares
    Change vs previous 13F +2,800 shares

    11.21% of the 13F portfolio, value $66,655,224.

    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 206,000 shares
    Change vs previous 13F +50,000 shares

    7.54% of the 13F portfolio, value $77,217,040.

    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 156,000 shares
    Change vs previous 13F +2,100 shares

    6.16% of the 13F portfolio, value $66,359,280.

    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 153,900 shares
    Change vs previous 13F -50,800 shares

    4.48% of the 13F portfolio, value $44,749,503.

    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 204,700 shares
    Change vs previous 13F -5,400 shares

    10.53% of the 13F portfolio, value $40,872,449.

    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 210,100 shares
    Change vs previous 13F -51,400 shares

    5.69% of the 13F portfolio, value $42,328,847.

    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).

  8. period ended2024-09-30
    13F 261,500 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $46,609,760.

    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).