Stock Taper 
BORNITE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hudbay Minerals Inc. | HBM | 2.13M | $50.35M |
 Core & Main, Inc. | CNM | 759K | $36.62M |
 EQT Corporation | EQT | 700K | $37.22M |
 Entergy Corporation | ETR | 426.4K | $48.98M |
 Freeport-McMoRan Inc. | FCX | 400K | $25.16M |
 Amazon.com, Inc. | AMZN | 237.7K | $56.65M |
 Cheniere Energy, Inc. | LNG | 163.06K | $38.97M |
 Talen Energy Corporation | TLN | 157.5K | $60.52M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 106.94K | $51.07M |
 Dycom Industries, Inc. | DY | 106.26K | $53.72M |
 Cadence Design Systems, Inc. | CDNS | 100K | $37.53M |
 Carpenter Technology Corporation | CRS | 90.22K | $55.65M |
 GE Aerospace | GE | 80K | $29.9M |
 Mastercard Incorporated | MA | 75K | $38.52M |
 Valmont Industries, Inc. | VMI | 65.3K | $37.72M |
 Martin Marietta Materials, Inc. | MLM | 65.2K | $37.6M |
 ASML Holding N.V. | ASML | 25K | $49.74M |
 Quanta Services, Inc. | PWR | 4.3K | $3.1M |