Bornite Capital Management LP Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$1.1T
Holdings
35
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ECLECOLAB INC | 250,000 | $68.5B | 6.36% | |
| 2 | GLWCORNING INC | 830,000 | $68.1B | 6.32% | |
| 3 | TLNTALEN ENERGY CORP | 156,000 | $66.4B | 6.16% | |
| 4 | PWRQUANTA SVCS INC | 155,700 | $64.5B | 5.99% | |
| 5 | CRSCARPENTER TECHNOLOGY CORP | 258,900 | $63.6B | 5.90% | |
| 6 | RHCRH PLC | 469,800 | $56.3B | 5.23% | |
| 7 | CNMCORE & MAIN INC | 1,000,000 | $53.8B | 5.00% | |
| 8 | CNRCANADIAN NATL RY CO | 500,000 | $47.1B | 4.38% | |
| 9 | DYDYCOM INDS INC | 150,000 | $43.8B | 4.06% | |
| 10 | VNOMVIPER ENERGY INC | 1,000,000 | $38.2B | 3.55% | |
| 11 | ETNEATON CORP PLC | 100,000 | $37.4B | 3.48% | |
| 12 | GFLGFL ENVIRONMENTAL INC | 742,400 | $35.2B | 3.27% | |
| 13 | BBARRICK MNG CORP | 1,000,000 | $32.8B | 3.04% | |
| 14 | NFLXNETFLIX INC | 25,000 | $30.0B | 2.78% | |
| 15 | CARRCARRIER GLOBAL CORPORATION | 500,000 | $29.9B | 2.77% | |
| 16 | METAMETA PLATFORMS INC | 40,000 | $29.4B | 2.73% | |
| 17 | IMGIAMGOLD CORP | 2,240,000 | $29.0B | 2.69% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,000 | $27.9B | 2.59% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 100,000 | $25.9B | 2.41% | |
| 20 | LNGCHENIERE ENERGY INC | 108,900 | $25.6B | 2.38% | |
| 21 | FSLRFIRST SOLAR INC | 100,000 | $22.1B | 2.05% | |
| 22 | AMZNAMAZON COM INC | 100,000 | $22.0B | 2.04% | |
| 23 | COFCAPITAL ONE FINL CORP | 100,000 | $21.3B | 1.97% | |
| 24 | CVNACARVANA CO | 50,000 | $18.9B | 1.75% | |
| 25 | SPOTSPOTIFY TECHNOLOGY S A | 25,000 | $17.4B | 1.62% | |
| 26 | LYVLIVE NATION ENTERTAINMENT IN | 100,000 | $16.3B | 1.52% | |
| 27 | SHOPSHOPIFY INC | 100,000 | $14.9B | 1.38% | |
| 28 | MAMASTERCARD INCORPORATED | 25,000 | $14.2B | 1.32% | |
| 29 | NOWSERVICENOW INC | 15,000 | $13.8B | 1.28% | |
| 30 | SNPSSYNOPSYS INC | 25,000 | $12.3B | 1.15% | |
| 31 | MIRMIRION TECHNOLOGIES INC | 500,000 | $11.6B | 1.08% | |
| 32 | SOBOSOUTH BOW CORP | 400,000 | $11.3B | 1.05% | |
| 33 | DARDARLING INGREDIENTS INC | 100,000 | $3.1B | 0.29% | |
| 34 | TTTRANE TECHNOLOGIES PLC | 5,600 | $2.4B | 0.22% | |
| 35 | TMQTRILOGY METALS INC NEW | 1,000,000 | $2.1B | 0.19% |