0001800641-22-000007.txt : 20220725 0001800641-22-000007.hdr.sgml : 20220725 20220725160418 ACCESSION NUMBER: 0001800641-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bornite Capital Management LP CENTRAL INDEX KEY: 0001800641 IRS NUMBER: 843120030 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21356 FILM NUMBER: 221103344 BUSINESS ADDRESS: STREET 1: 4 WORLD TRADE CENTER SUITE 2975 CITY: NEW YORK STATE: NY ZIP: 10007 BUSINESS PHONE: 212-804-7913 MAIL ADDRESS: STREET 1: 4 WORLD TRADE CENTER SUITE 2975 CITY: NEW YORK STATE: NY ZIP: 10007 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800641 XXXXXXXX 06-30-2022 06-30-2022 Bornite Capital Management LP

4 WORLD TRADE CENTER SUITE 2975 NEW YORK NY 10007

13F HOLDINGS REPORT 028-21356 N Marcelo Queiroz (310) 779-7712 Marcelo Queiroz New York NY 07-25-2022 0 16 304653 false INFORMATION TABLE 2 InformationTable.xml INFORMATION TABLE CSX CORP COM 126408103 29060 1000000 SH SOLE 1000000 0 0 DEERE & CO COM 244199105 14974 50000 SH SOLE 50000 0 0 FRANCO NEV CORP COM 351858105 26316 200000 SH SOLE 200000 0 0 HF SINCLAIR CORPORATION COM 403949100 15806 350000 SH SOLE 350000 0 0 INTUIT COM 461202103 11563 30000 SH SOLE 30000 0 0 LAM RESEARCH CORP COM 512807108 10654 25000 SH SOLE 25000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 31548 100000 SH SOLE 100000 0 0 MICROSOFT CORP COM 594918104 38525 150000 SH SOLE 150000 0 0 MOSAIC CO NEW COM 61945C103 18892 400000 SH SOLE 400000 0 0 PHILLIPS 66 COM 718546104 16398 200000 SH SOLE 200000 0 0 SCHNITZER STEEL INDS INC CL A 806882106 9852 300000 SH SOLE 300000 0 0 SERVICENOW INC COM 81762P102 14266 30000 SH SOLE 30000 0 0 SUNCOR ENERGY ORD COM 883556102 35070 1000000 SH SOLE 1000000 0 0 TURQUOISE HILL RES LTD COM 900435207 4017 150000 SH SOLE 150000 0 0 UNITED STATES STL CORP NEW COM 912909108 17910 1000000 SH SOLE 1000000 0 0 WESTLAKE CORPORATION COM 960413102 9802 100000 SH SOLE 100000 0 0