account_balance
Investment manager · 13F filer · SEC CIK 1800641
Bornite Capital Management LP
Reported value$698Mas of Sep 30, 2026
Positions22 9 new, 7 sold out
Top 10 weight64.3%TLN alone is 12%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TLNTalen Energy Corp
12.3%Added +74%
ETREntergy Corp New
7.7%Added +28%
PWRQuanta SVCS Inc
7.6%Added +1828%
CRSCarpenter Technology Corp
7.5%Added +50%
SKESkeena Res Ltd New
6.1%Trimmed −3%
ASMLAsml HLDG NV
5.2%Trimmed −20%
CIENCiena Corp
5.0%New
HBMHudbay Minerals Inc
4.5%Trimmed −44%
LNGCheniere Energy Inc
4.2%Trimmed −34%
GEGe Aerospace
4.1%Added +14%
FCXFreeport Mcmoran Inc
4.0%
TTTrane Technologies PLC
3.9%New
TLNTalen Energy Corp
12.3%Added +74%
ETREntergy Corp New
7.7%Added +28%
PWRQuanta SVCS Inc
7.6%Added +1828%
CRSCarpenter Technology Corp
7.5%Added +50%
SKESkeena Res Ltd New
6.1%Trimmed −3%
ASML5.2%CIEN5.0%HBM4.5%LNG4.2%GE4.1%FCX4.0%TT3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TLN Talen Energy Corp 12.3% Added +74%ETR Entergy Corp New 7.7% Added +28%PWR Quanta SVCS Inc 7.6% Added +1828%CRS Carpenter Technology Corp 7.5% Added +50%SKE Skeena Res Ltd New 6.1% Trimmed −3%ASML Asml HLDG NV 5.2% Trimmed −20%CIEN Ciena Corp 5.0% NewHBM Hudbay Minerals Inc 4.5% Trimmed −44%LNG Cheniere Energy Inc 4.2% Trimmed −34%GE Ge Aerospace 4.1% Added +14%FCX Freeport Mcmoran Inc 4.0% HeldTT Trane Technologies PLC 3.9% New
What changed