Bornite Capital Management LP Purchases and Sells in Q2 2025

Bornite Capital Management LP

$870 Million
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ETN	99.9K + 3121.88%	$246.52 - $356.99 $24.6M - $35.7M	103K $36.8M
EQT	600K + 3242.16%	$46.11 - $60.44 $27.7M - $36.3M	618K $36.1M
ETR	401K + 3646.36%	$79.01 - $86.61 $31.7M - $34.7M	412K $34.3M
PWR	34.2K + 49.78%	$239.47 - $381.26 $8.19M - $13M	103K $38.9M
GE	49K + 61.25%	$166.81 - $257.39 $8.17M - $12.6M	129K $33.2M
META	15K + 42.86%	$484.66 - $738.09 $7.27M - $11.1M	50K $36.9M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRS	150K New	$151.3 - $276.38 $22.7M - $41.5M	150K $41.5M
BKR	1.03M New	$35.0 - $44.92 $35.9M - $46.1M	1.03M $39.4M
TTEK	1.03M New	$28.01 - $36.25 $28.8M - $37.3M	1.03M $37M
FCX	825K New	$29.15 - $44.46 $24M - $36.7M	825K $35.7M
SHW	100K New	$313.51 - $363.51 $31.4M - $36.4M	100K $34.3M
IAG	4.64M New	$5.63 - $8.09 $26.1M - $37.5M	4.64M $34.1M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TALEN ENERGY CORP	-50.8K - 24.82%	N/A	154K $0
SOUTH BOW CORP	-671K - 62.65%	N/A	400K $0
GE VERNOVA INC	-1.1K - 34.38%	N/A	2.1K $0
LNG	-100 - 0.08%	$197.25 - $244.33 $19.7K - $24.4K	129K $31.5M
MIR	-12.6K - 0.61%	$12.7 - $21.71 $160K - $274K	2.05M $44.2M

Activity Summary All Purchases 30 New Holdings 20 Increased Positions 10 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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