Bornite Capital Management LP Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$565.8B
Holdings
36
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 261,500 | $46K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 100,000 | $43K | 0.00% | |
| 3 | ETNEATON CORP PLC | 105,500 | $34K | 0.00% | |
| 4 | GEVGE VERNOVA INC | 108,500 | $27K | 0.00% | |
| 5 | STLDSTEEL DYNAMICS INC | 200,000 | $25K | 0.00% | |
| 6 | OREUROSISKO GOLD ROYALTIES LTD | 1,296,000 | $23K | 0.00% | |
| 7 | PWRQUANTA SVCS INC | 76,500 | $22K | 0.00% | |
| 8 | WCNWASTE CONNECTIONS INC | 100,000 | $17K | 0.00% | |
| 9 | LNGCHENIERE ENERGY INC | 99,000 | $17K | 0.00% | |
| 10 | WSOWATSCO INC | 35,000 | $17K | 0.00% | |
| 11 | GEGE AEROSPACE | 85,000 | $16K | 0.00% | |
| 12 | KNTKKINETIK HOLDINGS INC | 350,000 | $15K | 0.00% | |
| 13 | SLVISHARES SILVER TR | 513,000 | $14K | 0.00% | |
| 14 | AVYAVERY DENNISON CORP | 60,000 | $13K | 0.00% | |
| 15 | LBLANDBRIDGE COMPANY LLC | 345,000 | $13K | 0.00% | |
| 16 | SHWSHERWIN WILLIAMS CO | 35,000 | $13K | 0.00% | |
| 17 | TTTRANE TECHNOLOGIES PLC | 35,000 | $13K | 0.00% | |
| 18 | CVECENOVUS ENERGY INC | 750,000 | $12K | 0.00% | |
| 19 | ECLECOLAB INC | 50,000 | $12K | 0.00% | |
| 20 | OTISOTIS WORLDWIDE CORP | 125,000 | $12K | 0.00% | |
| 21 | AMZNAMAZON COM INC | 60,000 | $11K | 0.00% | |
| 22 | METAMETA PLATFORMS INC | 20,000 | $11K | 0.00% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 50,000 | $11K | 0.00% | |
| 24 | FLUTFLUTTER ENTMT PLC | 50,000 | $11K | 0.00% | |
| 25 | GOOGLALPHABET INC | 70,000 | $11K | 0.00% | |
| 26 | CCOCAMECO CORP | 250,000 | $11K | 0.00% | |
| 27 | ADBEADOBE INC | 20,000 | $10K | 0.00% | |
| 28 | AMATAPPLIED MATLS INC | 50,000 | $10K | 0.00% | |
| 29 | CRMSALESFORCE INC | 40,000 | $10K | 0.00% | |
| 30 | VVISA INC | 35,000 | $9K | 0.00% | |
| 31 | UBERUBER TECHNOLOGIES INC | 125,000 | $9K | 0.00% | |
| 32 | NOWSERVICENOW INC | 10,000 | $8K | 0.00% | |
| 33 | LYVLIVE NATION ENTERTAINMENT IN | 75,000 | $8K | 0.00% | |
| 34 | NFLXNETFLIX INC | 10,000 | $7K | 0.00% | |
| 35 | WULFTERAWULF INC | 1,000,000 | $4K | 0.00% | |
| 36 | TRPTC ENERGY CORP | 35,000 | $1K | 0.00% |