13F HOLDINGS REPORT
Bornite Capital Management LP
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001800641-25-000009
Total Value
$1.08B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ECOLAB INC | ECL | 250,000 | $68.5M | 6.36% |
| 2 | CORNING INC | GLW | 830,000 | $68.1M | 6.32% |
| 3 | TALEN ENERGY CORP | TLN | 156,000 | $66.4M | 6.16% |
| 4 | QUANTA SVCS INC | 74762E102 | 155,700 | $64.5M | 5.99% |
| 5 | CARPENTER TECHNOLOGY CORP | CRS | 258,900 | $63.6M | 5.90% |
| 6 | CRH PLC | CRH | 469,800 | $56.3M | 5.23% |
| 7 | CORE & MAIN INC | CNM | 1,000,000 | $53.8M | 5.00% |
| 8 | CANADIAN NATL RY CO | 136375102 | 500,000 | $47.1M | 4.38% |
| 9 | DYCOM INDS INC | 267475101 | 150,000 | $43.8M | 4.06% |
| 10 | VIPER ENERGY INC | VNOM | 1,000,000 | $38.2M | 3.55% |
| 11 | EATON CORP PLC | ETN | 100,000 | $37.4M | 3.48% |
| 12 | GFL ENVIRONMENTAL INC | GFL | 742,400 | $35.2M | 3.27% |
| 13 | BARRICK MNG CORP | 06849F108 | 1,000,000 | $32.8M | 3.04% |
| 14 | NETFLIX INC | NFLX | 25,000 | $30.0M | 2.78% |
| 15 | CARRIER GLOBAL CORPORATION | CARR | 500,000 | $29.9M | 2.77% |
| 16 | META PLATFORMS INC | META | 40,000 | $29.4M | 2.73% |
| 17 | IAMGOLD CORP | IAG | 2,240,000 | $29.0M | 2.69% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 100,000 | $27.9M | 2.59% |
| 19 | HILTON WORLDWIDE HLDGS INC | HLT | 100,000 | $25.9M | 2.41% |
| 20 | CHENIERE ENERGY INC | LNG | 108,900 | $25.6M | 2.38% |
| 21 | FIRST SOLAR INC | FSLR | 100,000 | $22.1M | 2.05% |
| 22 | AMAZON COM INC | AMZN | 100,000 | $22.0M | 2.04% |
| 23 | CAPITAL ONE FINL CORP | 14040H105 | 100,000 | $21.3M | 1.97% |
| 24 | CARVANA CO | CVNA | 50,000 | $18.9M | 1.75% |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | 25,000 | $17.4M | 1.62% |
| 26 | LIVE NATION ENTERTAINMENT IN | LYV | 100,000 | $16.3M | 1.52% |
| 27 | SHOPIFY INC | SHOP | 100,000 | $14.9M | 1.38% |
| 28 | MASTERCARD INCORPORATED | MA | 25,000 | $14.2M | 1.32% |
| 29 | SERVICENOW INC | NOW | 15,000 | $13.8M | 1.28% |
| 30 | SYNOPSYS INC | SNPS | 25,000 | $12.3M | 1.15% |
| 31 | MIRION TECHNOLOGIES INC | MIR | 500,000 | $11.6M | 1.08% |
| 32 | SOUTH BOW CORP | SOBO | 400,000 | $11.3M | 1.05% |
| 33 | DARLING INGREDIENTS INC | DAR | 100,000 | $3.1M | 0.29% |
| 34 | TRANE TECHNOLOGIES PLC | TT | 5,600 | $2.4M | 0.22% |
| 35 | TRILOGY METALS INC NEW | TMQ | 1,000,000 | $2.1M | 0.19% |