News + Filings Holdings
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Bornite Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Stock | 315,000 | 315,000 | 25,442,550,000 | 25,442,550,000 | 4.92 | 0.03 |
Hist
| 06/30/2023 |
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ECOLAB INC.
| ECL | Common | 125,000 | 125,000 | 23,336,250,000 | 23,336,250,000 | 4.51 | 0.04 |
Hist
| 06/30/2023 |
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HESS CORP
| HES | Common | 155,000 | 155,000 | 21,072,250,000 | 21,072,250,000 | 4.07 | 0.05 |
Hist
| 06/30/2023 |
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T-Mobile US, Inc.
| TMUS | COM | 150,000 | 150,000 | 20,835,000,000 | 20,835,000,000 | 4.03 | 0.01 |
Hist
| 06/30/2023 |
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WYNDHAM HOTELS & RESORTS, INC.
| WH | COM | 250,000 | 250,000 | 17,142,500,000 | 17,142,500,000 | 3.31 | 0.30 |
Hist
| 06/30/2023 |
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SHERWIN WILLIAMS CO
| SHW | Common | 60,000 | 60,000 | 15,931,200,000 | 15,931,200,000 | 3.08 | 0.02 |
Hist
| 06/30/2023 |
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NUCOR CORP
| NUE | Common | 80,000 | 80,000 | 13,118,400,000 | 13,118,400,000 | 2.54 | 0.03 |
Hist
| 06/30/2023 |
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Wheaton Precious Metals Corp.
| WPM | COM | 300,000 | 300,000 | 12,966,000,000 | 12,966,000,000 | 2.51 | 0.07 |
Hist
| 06/30/2023 |
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CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 50,000 | 50,000 | 11,726,000,000 | 11,726,000,000 | 2.27 | |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 20,000 | 20,000 | 11,239,400,000 | 11,239,400,000 | 2.17 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 50,000 | 50,000 | 10,563,000,000 | 10,563,000,000 | 2.04 | |
Hist
| 06/30/2023 |
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Trane Technologies plc
| TT | Common Stock | 50,000 | 50,000 | 9,563,000,000 | 9,563,000,000 | 1.85 | 0.02 |
Hist
| 06/30/2023 |
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CAMECO CORP
| CCJ | Common | 200,000 | 200,000 | 6,266,000,000 | 6,266,000,000 | 1.21 | |
Hist
| 06/30/2023 |
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CANADIAN NATURAL RESOURCES LTD
| CNQ | Common | 20,000 | 20,000 | 1,125,200,000 | 1,125,200,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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Osisko Gold Royalties LTD
| OR | COM | 15,000 | 15,000 | 230,550,000 | 230,550,000 | 0.04 | |
Hist
| 06/30/2023 |
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New Found Gold Corp.
| NFGC | COM | 25,000 | 25,000 | 164,750,000 | 164,750,000 | 0.03 | |
Hist
| 06/30/2023 |
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