Long-term investor
Bornite Capital Management LP @bornitecapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800641).
Record
- Tracked since 2025-06-30 (457 days), 157 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +18.4% · 1 year +24.7% · all +24.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TLN · 7.6% · long · since 2025-06-30
- AMZN · 7.1% · long · since 2025-06-30
- CRS · 7.0% · long · since 2025-06-30
- DY · 6.8% · long · since 2025-09-30
- TSM · 6.4% · long · since 2025-09-30
- HBM · 6.3% · long · since 2026-06-30
- ASML · 6.3% · long · since 2026-06-30
- ETR · 6.2% · long · since 2025-06-30
- SKE · 5.4% · long · since 2025-12-31
- LNG · 4.9% · long · since 2025-06-30
- MA · 4.8% · long · since 2025-06-30
- VMI · 4.7% · long · since 2026-06-30