BORNITE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTRI | 2.11M | $61.60M |
 | SKE | 1.31M | $39.09M |
 | AR | 1.04M | $44.14M |
 | CENX | 542K | $31.81M |
 | FCX | 400K | $23.51M |
 | STLD | 350K | $63.00M |
 | TLN | 209K | $66.66M |
 | TSM | 207K | $69.82M |
 | CRS | 133K | $52.50M |
 | DY | 105K | $35.64M |
 | META | 60K | $34.33M |
 | PWR | 60K | $32.94M |
 | LNG | 59K | $16.71M |
 | SPOT | 20K | $9.70M |
 | GE | 6K | $1.82M |
Centuri Holdings, Inc.
CTRI
Shares Held
2.11M
Value
$61.60M
Skeena Resources Limited
SKE
Shares Held
1.31M
Value
$39.09M
Antero Resources Corporation
AR
Shares Held
1.04M
Value
$44.14M
Century Aluminum Company
CENX
Shares Held
542K
Value
$31.81M
Freeport-McMoRan Inc.
FCX
Shares Held
400K
Value
$23.51M
Steel Dynamics, Inc.
STLD
Shares Held
350K
Value
$63.00M
Talen Energy Corporation
TLN
Shares Held
209K
Value
$66.66M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
207K
Value
$69.82M
Carpenter Technology Corporation
CRS
Shares Held
133K
Value
$52.50M
Dycom Industries, Inc.
DY
Shares Held
105K
Value
$35.64M
Meta Platforms, Inc.
META
Shares Held
60K
Value
$34.33M
Quanta Services, Inc.
PWR
Shares Held
60K
Value
$32.94M
Cheniere Energy, Inc.
LNG
Shares Held
59K
Value
$16.71M
Spotify Technology S.A.
SPOT
Shares Held
20K
Value
$9.70M
GE Aerospace
GE
Shares Held
6K
Value
$1.82M