Bornite Capital Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GE AEROSPACE | 0 | 206,400 | +206,400 | 0 | 63,577,392 | +63,577,392 |
| NUCOR CORP | 0 | 300,000 | +300,000 | 0 | 48,933,000 | +48,933,000 |
| AMAZON COM INC | 0 | 300,000 | +300,000 | 0 | 69,246,000 | +69,246,000 |
| CHENIERE ENERGY INC | 0 | 358,900 | +358,900 | 0 | 69,766,571 | +69,766,571 |
| BALL CORP | 0 | 700,000 | +700,000 | 0 | 37,079,000 | +37,079,000 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 206,600 | +206,600 | 0 | 62,783,674 | +62,783,674 |
| RANGE RES CORP | 0 | 800,000 | +800,000 | 0 | 28,208,000 | +28,208,000 |
| UNITED AIRLS HLDGS INC | 0 | 250,000 | +250,000 | 0 | 27,955,000 | +27,955,000 |
| BANK AMERICA CORP | 0 | 500,000 | +500,000 | 0 | 27,500,000 | +27,500,000 |
| FREEPORT-MCMORAN INC | 0 | 500,000 | +500,000 | 0 | 25,395,000 | +25,395,000 |
| TECK RESOURCES LTD | 0 | 500,000 | +500,000 | 0 | 23,945,000 | +23,945,000 |
| GFL ENVIRONMENTAL INC | 0 | 1,342,400 | +1,342,400 | 0 | 57,656,080 | +57,656,080 |
| VIPER ENERGY INC | 0 | 1,500,000 | +1,500,000 | 0 | 57,945,000 | +57,945,000 |
| CONSTRUCTION PARTNERS INC | 0 | 150,000 | +150,000 | 0 | 16,282,500 | +16,282,500 |
| SKEENA RES LTD NEW | 0 | 523,000 | +523,000 | 0 | 12,422,893 | +12,422,893 |
| TALEN ENERGY CORP | 0 | 206,000 | +206,000 | 0 | 77,217,040 | +77,217,040 |
| NORTHERN DYNASTY MINERALS LT | 0 | 5,385,000 | +5,385,000 | 0 | 10,608,450 | +10,608,450 |
| CENTURY ALUM CO | 0 | 250,000 | +250,000 | 0 | 9,795,000 | +9,795,000 |
| T1 ENERGY INC | 0 | 1,250,000 | +1,250,000 | 0 | 8,350,000 | +8,350,000 |
| MOSAIC CO NEW | 0 | 300,000 | +300,000 | 0 | 7,227,000 | +7,227,000 |
| SYNOPSYS INC | 0 | 40,000 | +40,000 | 0 | 18,788,800 | +18,788,800 |
| CARPENTER TECHNOLOGY CORP | 0 | 208,200 | +208,200 | 0 | 65,549,688 | +65,549,688 |
| WOODWARD INC | 0 | 5,200 | +5,200 | 0 | 1,572,064 | +1,572,064 |
| QUANTA SVCS INC | 0 | 155,500 | +155,500 | 0 | 65,630,330 | +65,630,330 |
| TRILOGY METALS INC NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| DARLING INGREDIENTS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CORNING INC | 0 | 730,000 | +730,000 | 0 | 63,918,800 | +63,918,800 |
| SPOTIFY TECHNOLOGY S A | 0 | 20,000 | +20,000 | 0 | 11,614,200 | +11,614,200 |
| SOUTH BOW CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| MIRION TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SERVICENOW INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | 0 | 300,000 | +300,000 | 0 | 15,852,000 | +15,852,000 |
| MASTERCARD INCORPORATED | 0 | 0 | 0 | 0 | 0 | 0 |
| SHOPIFY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | 0 | 0 | 0 | 0 | 0 | 0 |
| CRH PLC | 0 | 319,800 | +319,800 | 0 | 39,911,040 | +39,911,040 |
| CARVANA CO | 0 | 0 | 0 | 0 | 0 | 0 |
| CAPITAL ONE FINL CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| FIRST SOLAR INC | 0 | 0 | 0 | 0 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| IAMGOLD CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| META PLATFORMS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NETFLIX INC | 0 | 0 | 0 | 0 | 0 | 0 |
| BARRICK MNG CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| EATON CORP PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| DYCOM INDS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CANADIAN NATL RY CO | 0 | 0 | 0 | 0 | 0 | 0 |
| CORE & MAIN INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ECOLAB INC | 0 | 0 | 0 | 0 | 0 | 0 |