Bornite Capital Management LP: 13F holdings
CIK 18006412026Q2
| Positions | 20 |
|---|
| Reported value | $794.6m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 20 (+3 vs prior quarter) |
|---|
| Reported value | $794.6m (+33.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TLN TALEN ENERGY CORP | 157,500 | $60.5m | 7.6% |
| AMZN AMAZON COM INC | 237,700 | $56.7m | 7.1% |
| CRS CARPENTER TECHNOLOGY CORP | 90,220 | $55.7m | 7.0% |
| DY DYCOM INDS INC | 106,260 | $53.7m | 6.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 106,940 | $51.1m | 6.4% |
| HBM HUDBAY MINERALS INC | 2,132,700 | $50.4m | 6.3% |
| ASML HLDG NV | 25,000 | $49.7m | 6.3% |
| ETR ENTERGY CORP NEW | 426,400 | $49.0m | 6.2% |
| SKE SKEENA RES LTD NEW | 1,620,600 | $43.2m | 5.4% |
| LNG CHENIERE ENERGY INC | 163,060 | $39.0m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800641")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples