13F Filings History of Bornite Capital Management LP

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$1,076,927,510
Signature - Title
Marcelo Queiroz - COO/CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Bornite Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bornite Capital Management LP reported 35 stock holdings with total value $1,076,927,510 as of Q3 2025. Top holdings included ECL, GLW, TLN, PWR, and CRS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 35 $1,076,927,510 +$655,637,558 -$639,727,215 +$15,910,343 ECL, GLW, TLN, PWR, CRS 13F-HR 07 Nov 2025, 15:13
Q2 2025 36 $998,842,913 +$716,524,756 -$165,394,027 +$551,130,729 TLN, MIR, CRS, BKR, PWR 13F-HR 07 Aug 2025, 16:08
Q1 2025 28 $388,321,539 +$180,820,765 -$531,100,550 -$350,279,785 TLN, MIR, LNG, SOBO, GFL 13F-HR 12 May 2025, 16:05
Q4 2024 35 $743,622,198 +$409,668,419 -$247,840,481 +$161,827,938 TLN, STLD, MIR, WCN, GE 13F-HR 12 Feb 2025, 16:31
Q3 2024 36 $565,757,985 +$372,470,096 -$421,202,587 -$48,732,491 TLN, MSFT, ETN, GEV, STLD 13F-HR 13 Nov 2024, 12:07
Q2 2024 39 $607,306,442 +$313,839,596 -$296,535,105 +$17,304,491 CVE, AMZN, MSFT, VRN, OR 13F-HR 14 Aug 2024, 16:18
Q1 2024 37 $596,741,678 +$292,799,988 -$196,814,172 +$95,985,816 CVE, AMZN, VLO, MSFT, CRH Restatement 15 May 2024, 16:46
Q4 2023 19 $427,381,194 +$281,154,852 -$193,643,342 +$87,511,510 CVE, CRH, AMZN, MSFT, ETN 13F-HR 14 Feb 2024, 16:29
Q3 2023 45 $331,116,484 +$127,101,600 -$316,472,634 -$189,371,034 ETN, CVE, MSFT, GOOGL, RRC 13F-HR 13 Nov 2023, 14:04
Q2 2023 55 $516,911,717 +$322,358,152 -$113,640,906 +$208,717,246 AMZN, CVE, MSFT, ETN, CP 13F-HR 14 Aug 2023, 10:43
Q1 2023 54 $294,596,419 +$148,082,497 -$252,436,078 -$104,353,581 ETN, SLB, AWK, FCX, CVE 13F-HR 15 May 2023, 10:37
Q4 2022 36 $383,784,000 +$244,625,600 -$233,085,508 +$11,540,092 MSFT, SLB, SU, HLT, LNG 13F-HR 13 Feb 2023, 16:14
Q3 2022 20 $353,171,000 +$259,084,625 -$207,747,000 +$51,337,625 CVE, DINO, DE, MSFT, AMZN 13F-HR 14 Nov 2022, 16:11
Q2 2022 16 $304,653,000 +$198,650,400 -$195,031,000 +$3,619,400 MSFT, SU, MA, CSX, FNV Restatement 26 Jul 2022, 17:08
Q1 2022 21 $327,772,000 +$214,392,333 -$193,572,800 +$20,819,533 CVE, SPY, MA, MSFT, TMO Restatement 17 May 2022, 16:51
Q4 2021 19 $289,080,000 +$227,191,667 -$132,714,000 +$94,477,667 CVE, RS, LOW, AMAT, MSFT 13F-HR 16 Feb 2022, 13:45
Q3 2021 17 $187,002,000 +$139,226,600 -$178,173,667 -$38,947,067 SU, CNQ, ADBE, MSFT, GOOGL 13F-HR 10 Nov 2021, 11:24
Q2 2021 28 $222,479,000 $0 $0 $0 RS, AA, HES, CSX, AMZN 13F-HR 17 Aug 2021, 10:21