HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CENOVUS ENERGY INC |
3,025,100 | +975,100 | $50,368 |
| CVE | 3,025,100 | +975,100 | $50,368 |
| CRH PLC |
606,146 | +606,146 | $41,921 |
| CRH | 606,146 | +606,146 | $41,921 |
| AMAZON COM INC |
250,000 | +100,000 | $37,985 |
| AMZN | 250,000 | +100,000 | $37,985 |
| MICROSOFT CORP |
100,000 | UNCH | $37,604 |
| MSFT | 100,000 | UNCH | $37,604 |
| EATON CORP PLC |
151,710 | -53,290 | $36,535 |
| ETN | 151,710 | -53,290 | $36,535 |
| GENERAL ELECTRIC CO |
278,400 | +278,400 | $35,532 |
| GE | 278,400 | +278,400 | $35,532 |
| MCKESSON CORP |
75,000 | +75,000 | $34,724 |
| MCK | 75,000 | +75,000 | $34,724 |
| WORKDAY INC |
125,000 | +125,000 | $34,508 |
| WDAY | 125,000 | +125,000 | $34,508 |
| FREEPORT MCMORAN INC |
511,016 | +511,016 | $21,754 |
| FCX | 511,016 | +511,016 | $21,754 |
| VALERO ENERGY CORP |
153,200 | +153,200 | $19,916 |
| VLO | 153,200 | +153,200 | $19,916 |
| UNITEDHEALTH GROUP INC |
30,000 | +30,000 | $15,794 |
| UNH | 30,000 | +30,000 | $15,794 |
| STEEL DYNAMICS INC |
128,400 | -46,600 | $15,164 |
| STLD | 128,400 | -46,600 | $15,164 |
| ATI INC |
220,000 | +220,000 | $10,003 |
| ATI | 220,000 | +220,000 | $10,003 |
| FRANCO NEV CORP |
73,700 | +73,700 | $8,167 |
| FNV | 73,700 | +73,700 | $8,167 |
| CAMECO CORP |
152,900 | +152,900 | $6,590 |
| CCJ | 152,900 | +152,900 | $6,590 |
| APPLIED MATLS INC |
40,000 | +40,000 | $6,483 |
| AMAT | 40,000 | +40,000 | $6,483 |
| MONGODB INC |
15,000 | +15,000 | $6,133 |
| MDB | 15,000 | +15,000 | $6,133 |
| ROBLOX CORP |
100,000 | +100,000 | $4,572 |
| RBLX | 100,000 | +100,000 | $4,572 |
See Full List: All Stocks Held By Bornite Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Bornite Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $427,383 At 09/30/2023: $331,365 Bornite Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bornite Capital Management LP 13F filings. Link to 13F filings: SEC filings |
