BORNITE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IAG | 2.24M | $28.96M |
 | VNOM | 1.00M | $38.22M |
 | B | 1.00M | $32.77M |
 | CNM | 1.00M | $53.83M |
 | GLW | 830K | $68.08M |
 | GFL | 742K | $35.17M |
 | CNI | 500K | $47.15M |
 | MIR | 500K | $11.63M |
 | CARR | 500K | $29.85M |
 | CRH | 470K | $56.33M |
 | SOBO | 400K | $11.32M |
 | CRS | 259K | $63.57M |
 | ECL | 250K | $68.47M |
 | TLN | 156K | $66.36M |
 | PWR | 156K | $64.53M |
 | DY | 150K | $43.76M |
 | LNG | 109K | $25.59M |
 | HLT | 100K | $25.94M |
 | COF | 100K | $21.26M |
 | ETN | 100K | $37.42M |
IAMGOLD Corporation
IAG
Shares Held
2.24M
Value
$28.96M
Viper Energy, Inc.
VNOM
Shares Held
1.00M
Value
$38.22M
Barrick Mining Corporation
B
Shares Held
1.00M
Value
$32.77M
Core & Main, Inc.
CNM
Shares Held
1.00M
Value
$53.83M
Corning Incorporated
GLW
Shares Held
830K
Value
$68.08M
GFL Environmental Inc.
GFL
Shares Held
742K
Value
$35.17M
Canadian National Railway Company
CNI
Shares Held
500K
Value
$47.15M
Mirion Technologies, Inc.
MIR
Shares Held
500K
Value
$11.63M
Carrier Global Corporation
CARR
Shares Held
500K
Value
$29.85M
CRH plc
CRH
Shares Held
470K
Value
$56.33M
South Bow Corporation
SOBO
Shares Held
400K
Value
$11.32M
Carpenter Technology Corporation
CRS
Shares Held
259K
Value
$63.57M
Ecolab Inc.
ECL
Shares Held
250K
Value
$68.47M
Talen Energy Corporation
TLN
Shares Held
156K
Value
$66.36M
Quanta Services, Inc.
PWR
Shares Held
156K
Value
$64.53M
Dycom Industries, Inc.
DY
Shares Held
150K
Value
$43.76M
Cheniere Energy, Inc.
LNG
Shares Held
109K
Value
$25.59M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
100K
Value
$25.94M
Capital One Financial Corporation
COF
Shares Held
100K
Value
$21.26M
Eaton Corporation plc
ETN
Shares Held
100K
Value
$37.42M