Bornite Capital Management LP New Holdings in Q3 2024

Bornite Capital Management LP

  • $460 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
200K
New
N/A
200K $19.6M
WSO
Watsco Inc

Industrials
35K
New
$448.73 - $519.89 $15.7M - $18.2M
35K $17.2M
KNTK
Kinetik Holdings Inc.

Energy
350K
New
$38.59 - $47.43 $13.5M - $16.6M
350K $15.8M
SLV
I Shares Silver Trust

ETFs
513K
New
$24.33 - $29.38 $12.5M - $15.1M
513K $14.6M
TT
Trane Technologies PLC

Industrials
35K
New
$314.21 - $388.71 $11M - $13.6M
35K $13.6M
SHW
Sherwin Williams CO

Basic Materials
35K
New
$294.65 - $384.0 $10.3M - $13.4M
35K $13.4M
AVY
Avery Dennison Corp

Industrials
60K
New
$202.27 - $224.18 $12.1M - $13.5M
60K $13.2M
OTIS
Otis Worldwide Corp

Industrials
125K
New
$91.43 - $104.43 $11.4M - $13.1M
125K $13M
ECL
Ecolab Inc.

Basic Materials
50K
New
$228.86 - $255.76 $11.4M - $12.8M
50K $12.8M
GOOGL
Alphabet Inc.

Communication Services
70K
New
$148.65 - $191.18 $10.4M - $13.4M
70K $11.6M
IBM
International Business Machines Corp

Technology
50K
New
$175.1 - $223.38 $8.76M - $11.2M
50K $11.1M
CRM
Salesforce, Inc.

Technology
40K
New
$238.42 - $276.53 $9.54M - $11.1M
40K $10.9M
ADBE
Adobe Inc.

Technology
20K
New
$508.13 - $586.55 $10.2M - $11.7M
20K $10.4M
AMAT
Applied Materials Inc

Technology
50K
New
$174.88 - $254.97 $8.74M - $12.7M
50K $10.1M
V
Visa Inc.

Financial Services
35K
New
$253.74 - $291.56 $8.88M - $10.2M
35K $9.62M
NOW
Service Now, Inc.

Technology
10K
New
$730.87 - $937.36 $7.31M - $9.37M
10K $8.94M
LYV
Live Nation Entertainment, Inc.

Communication Services
75K
New
$88.06 - $109.5 $6.6M - $8.21M
75K $8.21M
NFLX
Netflix Inc

Communication Services
10K
New
$598.55 - $722.26 $5.99M - $7.22M
10K $7.09M
WULF
Terawulf Inc.

Financial Services
1M
New
$3.31 - $6.38 $3.31M - $6.38M
1M $4.68M
TRP
Tc Energy Corp

Energy
35K
New
$37.48 - $47.9 $1.31M - $1.68M
35K $1.66M
Flutter Entmt PLC
50K
New
N/A
50K $0
Talen Energy Corp
262K
New
N/A
262K $0
Landbridge Company LLC
345K
New
N/A
345K $0
Activity Summary
Buys All Purchases 31 New Holdings 24 Increased Positions 7 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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