Bornite Capital Management LP — 13F holdings

Bornite Capital Management LP reported 20 holdings worth $795M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. TLN TALEN ENERGY CORP — $60.5M (7.6%)
  2. AMZN AMAZON COM INC — $56.7M (7.1%)
  3. CRS CARPENTER TECHNOLOGY CORP — $55.7M (7.0%)
  4. DY DYCOM INDS INC — $53.7M (6.8%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $51.1M (6.4%)
  6. HBM HUDBAY MINERALS INC — $50.4M (6.3%)
  7. ASML ASML HOLDING N V — $49.7M (6.3%)
  8. ETR ENTERGY CORP NEW — $49.0M (6.2%)
  9. SKE SKEENA RES LTD NEW — $43.2M (5.4%)
  10. LNG CHENIERE ENERGY INC — $39.0M (4.9%)