0001800641-23-000008.txt : 20230814 0001800641-23-000008.hdr.sgml : 20230814 20230814104359 ACCESSION NUMBER: 0001800641-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167213 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 06-30-2023 06-30-2023 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 (310) 779-7712 Marcelo Queiroz New York NY 08-14-2023 0 55 517381967 false INFORMATION TABLE 2 bornite13f.xml CENOVUS ENERGY INC COM 15135U109 34809000 2050000 SH SOLE 2050000 0 0 SCHLUMBERGER LTD COM STK 806857108 24952960 508000 SH SOLE 508000 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 25442550 315000 SH SOLE 315000 0 0 AMAZON COM INC COM 023135106 39108000 300000 SH SOLE 300000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 12000000 300000 SH SOLE 300000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 12966000 300000 SH SOLE 300000 0 0 TARGA RES CORP COM 87612G101 19481600 256000 SH SOLE 256000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 17142500 250000 SH SOLE 250000 0 0 CAMECO CORP COM 13321L108 6266000 200000 SH SOLE 200000 0 0 WASTE CONNECTIONS INC COM 94106B101 22154150 155000 SH SOLE 155000 0 0 HESS CORP COM 42809H107 21072250 155000 SH SOLE 155000 0 0 T-MOBILE US INC COM 872590104 20835000 150000 SH SOLE 150000 0 0 EATON CORP PLC SHS G29183103 26143000 130000 SH SOLE 130000 0 0 ECOLAB INC COM 278865100 23336250 125000 SH SOLE 125000 0 0 STEEL DYNAMICS INC COM 858119100 13071600 120000 SH SOLE 120000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 14646150 102600 SH SOLE 102600 0 0 MICROSOFT CORP COM 594918104 34054000 100000 SH SOLE 100000 0 0 WESCO INTL INC COM 95082P105 15041040 84000 SH SOLE 84000 0 0 NUCOR CORP COM 670346105 13118400 80000 SH SOLE 80000 0 0 APPLIED MATLS INC COM 038222105 10840500 75000 SH SOLE 75000 0 0 SHERWIN WILLIAMS CO COM 824348106 15931200 60000 SH SOLE 60000 0 0 DANAHER CORPORATION COM 235851102 12000000 50000 SH SOLE 50000 0 0 OSISKO DEVELOPMENT CORP COM NEW 68828E809 305500 50000 SH SOLE 50000 0 0 SANDSTORM GOLD LTD COM NEW 80013R206 256000 50000 SH SOLE 50000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 11726000 50000 SH SOLE 50000 0 0 SALESFORCE INC COM 79466L302 10563000 50000 SH SOLE 50000 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 9563000 50000 SH SOLE 50000 0 0 LINDE PLC SHS G54950103 16195900 42500 SH SOLE 42500 0 0 DEERE & CO COM 244199105 12763485 31500 SH SOLE 31500 0 0 PG&E CORP COM 69331C108 432000 25000 SH SOLE 25000 0 0 UNITED STATES STL CORP NEW COM 912909108 625250 25000 SH SOLE 25000 0 0 NEW FOUND GOLD CORP COM 64440N103 164750 25000 SH SOLE 25000 0 0 CSX CORP COM 126408103 682000 20000 SH SOLE 20000 0 0 CANADIAN NAT RES LTD COM 136385101 1125200 20000 SH SOLE 20000 0 0 SERVICENOW INC COM 81762P102 11239400 20000 SH SOLE 20000 0 0 FREYR BATTERY SHS L4135L100 140250 15000 SH SOLE 15000 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 394050 15000 SH SOLE 15000 0 0 OSISKO GOLD ROYALTIES LTD COM 68827L101 230550 15000 SH SOLE 15000 0 0 TENARIS S A SPONSORED ADS 88031M109 359400 12000 SH SOLE 12000 0 0 TECK RESOURCES LTD CL B 878742204 421000 10000 SH SOLE 10000 0 0 CORTEVA INC COM 22052L104 401100 7000 SH SOLE 7000 0 0 DARLING INGREDIENTS INC COM 237266101 414635 6500 SH SOLE 6500 0 0 CONSTELLATION ENERGY CORP COM 21037T109 457750 5000 SH SOLE 5000 0 0 NEXTERA ENERGY INC COM 65339F101 371000 5000 SH SOLE 5000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 319200 5000 SH SOLE 5000 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 212863 4700 SH SOLE 4700 0 0 CHART INDS INC COM 16115Q308 559265 3500 SH SOLE 3500 0 0 JACOBS SOLUTIONS INC COM 46982L108 392337 3300 SH SOLE 3300 0 0 SOUTHERN COPPER CORP COM 84265V105 229568 3200 SH SOLE 3200 0 0 QUANTA SVCS INC COM 74762E102 550060 2800 SH SOLE 2800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 380900 2500 SH SOLE 2500 0 0 DENBURY INC COM 24790A101 207024 2400 SH SOLE 2400 0 0 ENPHASE ENERGY INC COM 29355A107 334960 2000 SH SOLE 2000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 543180 2000 SH SOLE 2000 0 0 UNION PAC CORP COM 907818108 409240 2000 SH SOLE 2000 0 0