0001800641-23-000002.txt : 20230213 0001800641-23-000002.hdr.sgml : 20230213 20230213161400 ACCESSION NUMBER: 0001800641-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23618596 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 X0202 13F-HR LIVE false false false 0001800641 XXXXXXXX 12-31-2022 12-31-2022 Bornite Capital Management LP

4 WORLD TRADE CENTER SUITE 2975 NEW YORK NY 10007

13F HOLDINGS REPORT 028-21356 000307598 801-120958 N Marcelo Queiroz 3107797712 Marcelo Queiroz New York NY 02-13-2023 0 36 383784000 false INFORMATION TABLE 2 bornitecapitaltableF.xml ALBEMARLE CORP COM 012653101 5422000 25000 SH SOLE 25000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 7621000 50000 SH SOLE 50000 0 0 APPLIED MATLS INC COM 038222105 12173000 125000 SH SOLE 125000 0 0 BAKER HUGHES COMPANY CL A 05722G100 7383000 250000 SH SOLE 250000 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 13053000 300000 SH SOLE 300000 0 0 CHART INDS INC COM 16115Q308 4609000 40000 SH SOLE 40000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 14996000 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 10776000 125000 SH SOLE 125000 0 0 CSX CORP COM 126408103 12392000 400000 SH SOLE 400000 0 0 DANAHER CORPORATION COM 235851102 10617000 40000 SH SOLE 40000 0 0 DARLING INGREDIENTS INC COM 237266101 6259000 100000 SH SOLE 100000 0 0 DEERE & CO COM 244199105 10719000 25000 SH SOLE 25000 0 0 DENBURY INC COM 24790A101 8702000 100000 SH SOLE 100000 0 0 EATON CORP PLC SHS G29183103 11771000 75000 SH SOLE 75000 0 0 HF SINCLAIR CORP COM 403949100 5189000 100000 SH SOLE 100000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 15795000 125000 SH SOLE 125000 0 0 IMPERIAL OIL LTD COM NEW 453038408 12185000 250000 SH SOLE 250000 0 0 JACOBS SOLUTIONS INC COM 46982L108 12007000 100000 SH SOLE 100000 0 0 LITHIUM AMERS CORP NEW COM NEW 53680Q207 2843000 150000 SH SOLE 150000 0 0 MICROSOFT CORP COM 594918104 29978000 125000 SH SOLE 125000 0 0 MOSAIC CO NEW COM 61945C103 13161000 300000 SH SOLE 300000 0 0 NEXGEN ENERGY LTD COM 65340P106 2215000 500000 SH SOLE 500000 0 0 PG&E CORP COM 69331C108 11382000 700000 SH SOLE 700000 0 0 QUANTA SVCS INC COM 74762E102 10688000 75000 SH SOLE 75000 0 0 REGAL REXNORD CORPORATION COM 758750103 8999000 75000 SH SOLE 75000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 12146000 60000 SH SOLE 60000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 7120000 100000 SH SOLE 100000 0 0 SCHLUMBERGER LTD COM STK 806857108 21384000 400000 SH SOLE 400000 0 0 SCHNITZER STEEL INDS INC CL A 806882106 9195000 300000 SH SOLE 300000 0 0 SERVICENOW INC COM 81762P102 5824000 15000 SH SOLE 15000 0 0 SNOWFLAKE INC CL A 833445109 3589000 25000 SH SOLE 25000 0 0 SUNCOR ENERGY INC NEW COM 867224107 15865000 500000 SH SOLE 500000 0 0 TECK RESOURCES LTD CL B 878742204 11346000 300000 SH SOLE 300000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10604000 20000 SH SOLE 20000 0 0 WASTE CONNECTIONS INC COM 94106B101 13256000 100000 SH SOLE 100000 0 0 WESCO INTL INC COM 95082P105 12520000 100000 SH SOLE 100000 0 0