Bornite Capital Management LP - Portfolio Stock Holdings

Bornite Capital Management LP disclosed 39 stock positions in a recent SEC 13F filing. $794,625,962 of stock holdings were filed, with the largest holdings including TLN, AMZN, and CRS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,447,300,240 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.