Bornite Capital Management LP Purchases and Sells in Q3 2025

Bornite Capital Management LP

$872 Million
Q3 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	52.8K + 51.31%	$372.29 - $421.68 $19.7M - $22.3M	156K $64.5M
CRS	109K + 72.6%	$232.4 - $287.42 $25.3M - $31.3M	259K $63.6M
CRH.L	109K + 30.1%	N/A	470K $0
TALEN ENERGY CORP	2.1K + 1.36%	N/A	156K $0
GFL	21.9K + 3.04%	$45.97 - $51.03 $1.01M - $1.12M	742K $35.2M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ECL	250K New	$259.39 - $285.47 $64.8M - $71.4M	250K $68.5M
GLW	830K New	$51.6 - $82.03 $42.8M - $68.1M	830K $68.1M
CNM	1M New	$48.56 - $66.98 $48.6M - $67M	1M $53.8M
CNI	500K New	$92.01 - $106.6 $46M - $53.3M	500K $47.2M
DY	150K New	$244.32 - $294.01 $36.6M - $44.1M	150K $43.8M
NFLX	25K New	$1147.87 - $1297.18 $28.7M - $32.4M	25K $30M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MIR	-1.55M - 75.63%	$19.79 - $24.6 $30.7M - $38.2M	500K $11.6M
LYV	-100K - 50.0%	$143.56 - $174.06 $14.4M - $17.4M	100K $16.3M
MA	-25K - 50.0%	$550.18 - $598.96 $13.8M - $15M	25K $14.2M
AMZN	-50K - 33.33%	$211.65 - $238.24 $10.6M - $11.9M	100K $22M
META	-10K - 20.0%	$695.21 - $791.73 $6.95M - $7.92M	40K $29.4M
LNG	-20.3K - 15.71%	$222.68 - $244.28 $4.52M - $4.96M	109K $25.6M

Activity Summary All Purchases 25 New Holdings 20 Increased Positions 5 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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