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| Name: |
Bornite Capital Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10007 |
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data |
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Filing Period: |
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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 |
|
CVE |
Cenovus Energy Inc |
1 |
- |
$20.59 |
$50,593,000 |
2,530,900 |
8.48% |
225,000 |
-494,200 |
0.206 |
Oil & Gas Drilling & ... |
|
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CRHCF |
CRH Plc |
5 |
- |
$79.96 |
$35,034,000 |
406,146 |
5.87% |
-6,887,000 |
-200,000 |
0 |
N/A |
|
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GE |
General Electric Co |
7 |
- |
$164.20 |
$26,926,000 |
153,400 |
4.51% |
-8,606,000 |
-125,000 |
0.014 |
Conglomerates |
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MCK |
McKesson Corp |
9 |
- |
$531.10 |
$21,474,000 |
40,000 |
3.6% |
-13,250,000 |
-35,000 |
0.025 |
Drugs Wholesale |
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WDAY |
Workday, Inc. |
10 |
- |
$207.44 |
$20,456,000 |
75,000 |
3.43% |
-14,052,000 |
-50,000 |
0.037 |
Application Software |
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UNH |
Unitedhealth Group Inc |
24 |
- |
$481.65 |
$9,894,000 |
20,000 |
1.66% |
-5,900,000 |
-10,000 |
0.002 |
Health Care Plans |
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NXE |
NexGen Energy Ltd |
32 |
- |
$7.87 |
$1,554,000 |
200,000 |
0.26% |
-2,076,000 |
-318,500 |
0.053 |
N/A |
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ETN |
Eaton Corp |
35 |
- |
$334.20 |
$535,000 |
1,710 |
0.09% |
-36,000,000 |
-150,000 |
0 |
Diversified Machinery |
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STLD |
Steel Dynamics Inc |
36 |
- |
$133.50 |
$504,000 |
3,400 |
0.08% |
-14,660,000 |
-125,000 |
0.002 |
Steel & Iron |
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