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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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| Holdings
Found :
11 |
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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 |
|
CRHCF |
CRH Plc |
2 |
New |
$82.12 |
$41,921,000 |
606,146 |
9.81% |
41,921,000 |
606,146 |
0 |
N/A |
|
|
GE |
General Electric Co |
6 |
New |
$159.50 |
$35,532,000 |
278,400 |
8.31% |
35,532,000 |
278,400 |
0.025 |
Conglomerates |
|
|
MCK |
McKesson Corp |
7 |
New |
$531.10 |
$34,724,000 |
75,000 |
8.12% |
34,724,000 |
75,000 |
0.046 |
Drugs Wholesale |
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WDAY |
Workday, Inc. |
8 |
New |
$247.08 |
$34,508,000 |
125,000 |
8.07% |
34,508,000 |
125,000 |
0.062 |
Application Software |
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VLO |
Valero Energy Corp |
10 |
New |
$155.93 |
$19,916,000 |
153,200 |
4.66% |
19,916,000 |
153,200 |
0.038 |
Oil & Gas Refining, P... |
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UNH |
Unitedhealth Group Inc |
11 |
New |
$511.74 |
$15,794,000 |
30,000 |
3.7% |
15,794,000 |
30,000 |
0.003 |
Health Care Plans |
|
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ATI |
Allegheny Technologies Inc |
13 |
New |
$59.70 |
$10,003,000 |
220,000 |
2.34% |
10,003,000 |
220,000 |
0.157 |
Steel & Iron |
|
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FNV |
Franco-Nevada Corp |
14 |
New |
$125.90 |
$8,167,000 |
73,700 |
1.91% |
8,167,000 |
73,700 |
0.039 |
Gold |
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MDB |
Mongodb Inc |
17 |
New |
$359.24 |
$6,133,000 |
15,000 |
1.44% |
6,133,000 |
15,000 |
0.022 |
N/A |
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RBLX |
Roblox Corp |
18 |
New |
$0.00 |
$4,572,000 |
100,000 |
1.07% |
4,572,000 |
100,000 |
0.02 |
N/A |
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NXE |
NexGen Energy Ltd |
19 |
New |
$7.24 |
$3,630,000 |
518,500 |
0.85% |
3,630,000 |
518,500 |
0.138 |
N/A |
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