Holdings
Bornite Capital Management LP
As of Jun 30, 2026, Bornite Capital Management LP reported 20 positions worth US$795M. Largest: Talen Energy Corporation, Amazon.com, Inc. and Carpenter Technology Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Talen Energy Corporation | 158K | US$60.5M | −51,300 | Jun 30, 2026 |
| Amazon.com, Inc. | 238K | US$56.7M | new | Jun 30, 2026 |
| Carpenter Technology Corporation | 90,220 | US$55.7M | −42,980 | Jun 30, 2026 |
| Dycom Industries, Inc. | 106K | US$53.7M | +1,060 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 107K | US$51.1M | −99,660 | Jun 30, 2026 |
| Hudbay Minerals Inc | 2.13M | US$50.4M | new | Jun 30, 2026 |
| Asml Holding Nv | 25,000 | US$49.7M | new | Jun 30, 2026 |
| Entergy Corporation | 426K | US$49M | new | Jun 30, 2026 |
| Skeena Resources Limited | 1.62M | US$43.2M | +308K | Jun 30, 2026 |
| Cheniere Energy, Inc. | 163K | US$39M | +104K | Jun 30, 2026 |