Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Bornite Capital Management LP
  City: NEW YORK
  State: NY
  Zip: 10007
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $596,745,000
  Total Value Change : $169,362,000
  Securities Held Change : 18
   
All Securities Held : 37
  New Positions : 17
  Closed Positions : 4
  Increased Positions : 9
  Unchanged Positions : 2
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VLO)1 Year Chart         VLO Valero Energy Corp 3 - $155.69 $43,202,000 253,100 7.24% 23,286,000 99,900 0.062    Oil & Gas Refining, P...
   (OR)1 Year Chart         OR Osisko Gold Royalties LTD 6 - $16.24 $33,370,000 2,032,300 5.59% 33,370,000 2,032,300 1.218    N/A
   (WCC)1 Year Chart         WCC WESCO International 13 - $176.85 $17,128,000 100,000 2.87% 17,128,000 100,000 0.199    Electronics Wholesale
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 15 - $175.90 $15,093,000 100,000 2.53% 15,093,000 100,000 0.002    Search Engines & Info...
   (NUE)1 Year Chart         NUE Nucor Corp 16 - $166.60 $14,843,000 75,000 2.49% 14,843,000 75,000 0.025    Steel & Iron
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 18 - $219.05 $13,405,000 65,000 2.25% 6,922,000 25,000 0.007    Semiconductor Equipme...
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 21 - $122.06 $11,916,000 100,000 2% 3,749,000 26,300 0.052    Gold
   (CCJ)1 Year Chart         CCJ Cameco Corporation (USA) 23 - $54.34 $10,830,000 250,000 1.81% 4,240,000 97,100 0.063    Industrial Metals & M...
   (DE)1 Year Chart         DE Deere & Co 28 - $364.98 $8,215,000 20,000 1.38% 8,215,000 20,000 0.006    Farm & Construction M...

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results