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 2025-12-31 (249 days), 59 trades recorded
  • Returns: week n/a · month n/a · 90 days +28.2% · 6 months n/a · 1 year n/a · all +46.0%
  • Max drawdown n/a · win rate 4% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TLN · 7.6% · long · since 2025-12-31
  • AMZN · 7.1% · long · since 2025-12-31
  • CRS · 7.0% · long · since 2025-12-31
  • DY · 6.8% · long · since 2026-03-31
  • TSM · 6.4% · long · since 2025-12-31
  • HBM · 6.3% · long · since 2026-06-30
  • ASML · 6.3% · long · since 2026-06-30
  • ETR · 6.2% · long · since 2026-06-30
  • SKE · 5.4% · long · since 2025-12-31
  • LNG · 4.9% · long · since 2025-12-31
  • MA · 4.8% · long · since 2026-06-30
  • VMI · 4.7% · long · since 2026-06-30

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