BORNITE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNOM | 1.50M | $57.95M |
 | GFL | 1.34M | $57.66M |
 | RRC | 800K | $28.21M |
 | GLW | 730K | $63.92M |
 | BALL | 700K | $37.08M |
 | SKE | 523K | $12.42M |
 | FCX | 500K | $25.39M |
 | TECK | 500K | $23.95M |
 | BAC | 500K | $27.50M |
 | LNG | 359K | $69.77M |
 | CRH | 320K | $39.91M |
 | MOS | 300K | $7.23M |
 | NUE | 300K | $48.93M |
 | AMZN | 300K | $69.25M |
 | CARR | 300K | $15.85M |
 | UAL | 250K | $27.95M |
 | CENX | 250K | $9.79M |
 | CRS | 208K | $65.55M |
 | TSM | 207K | $62.78M |
 | GE | 206K | $63.58M |
Viper Energy, Inc.
VNOM
Shares Held
1.50M
Value
$57.95M
GFL Environmental Inc.
GFL
Shares Held
1.34M
Value
$57.66M
Range Resources Corporation
RRC
Shares Held
800K
Value
$28.21M
Corning Incorporated
GLW
Shares Held
730K
Value
$63.92M
Ball Corporation
BALL
Shares Held
700K
Value
$37.08M
Skeena Resources Limited
SKE
Shares Held
523K
Value
$12.42M
Freeport-McMoRan Inc.
FCX
Shares Held
500K
Value
$25.39M
Teck Resources Limited
TECK
Shares Held
500K
Value
$23.95M
Bank of America Corporation
BAC
Shares Held
500K
Value
$27.50M
Cheniere Energy, Inc.
LNG
Shares Held
359K
Value
$69.77M
CRH plc
CRH
Shares Held
320K
Value
$39.91M
The Mosaic Company
MOS
Shares Held
300K
Value
$7.23M
Nucor Corporation
NUE
Shares Held
300K
Value
$48.93M
Amazon.com, Inc.
AMZN
Shares Held
300K
Value
$69.25M
Carrier Global Corporation
CARR
Shares Held
300K
Value
$15.85M
United Airlines Holdings, Inc.
UAL
Shares Held
250K
Value
$27.95M
Century Aluminum Company
CENX
Shares Held
250K
Value
$9.79M
Carpenter Technology Corporation
CRS
Shares Held
208K
Value
$65.55M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
207K
Value
$62.78M
GE Aerospace
GE
Shares Held
206K
Value
$63.58M