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Name: |
Bornite Capital Management LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10007 |
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Holdings
Found :
9 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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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 |
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 |
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WCC |
WESCO International |
13 |
- |
$176.85 |
$17,128,000 |
100,000 |
2.87% |
17,128,000 |
100,000 |
0.199 |
Electronics Wholesale |
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GOOGL |
Alphabet Inc |
15 |
- |
$175.90 |
$15,093,000 |
100,000 |
2.53% |
15,093,000 |
100,000 |
0.002 |
Search Engines & Info... |
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NUE |
Nucor Corp |
16 |
- |
$166.60 |
$14,843,000 |
75,000 |
2.49% |
14,843,000 |
75,000 |
0.025 |
Steel & Iron |
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AMAT |
Applied Materials Inc |
18 |
- |
$219.05 |
$13,405,000 |
65,000 |
2.25% |
6,922,000 |
25,000 |
0.007 |
Semiconductor Equipme... |
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FNV |
Franco-Nevada Corp |
21 |
- |
$122.06 |
$11,916,000 |
100,000 |
2% |
3,749,000 |
26,300 |
0.052 |
Gold |
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CCJ |
Cameco Corporation (USA) |
23 |
- |
$54.34 |
$10,830,000 |
250,000 |
1.81% |
4,240,000 |
97,100 |
0.063 |
Industrial Metals & M... |
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DE |
Deere & Co |
28 |
- |
$364.98 |
$8,215,000 |
20,000 |
1.38% |
8,215,000 |
20,000 |
0.006 |
Farm & Construction M... |
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