0001800641-24-000002.txt : 20240214 0001800641-24-000002.hdr.sgml : 20240214 20240214162923 ACCESSION NUMBER: 0001800641-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bornite Capital Management LP CENTRAL INDEX KEY: 0001800641 ORGANIZATION NAME: 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: 24639011 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 12-31-2023 12-31-2023 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 Quieroz New York NY 02-14-2024 0 19 427381194 false INFORMATION TABLE 2 Bornite13F.xml CENOVUS ENERGY INC COM 15135U109 50367915 3025100 SH SOLE 3025100 0 0 CRH PLC ORD G25508105 41921057 606146 SH SOLE 606146 0 0 NEXGEN ENERGY LTD COM 65340P106 3629500 518500 SH SOLE 518500 0 0 FREEPORT-MCMORAN INC CL B 35671D857 21753951 511016 SH SOLE 511016 0 0 GENERAL ELECTRIC CO COM NEW 369604301 35532192 278400 SH SOLE 278400 0 0 AMAZON COM INC COM 023135106 37985000 250000 SH SOLE 250000 0 0 ATI INC COM 01741R102 10003400 220000 SH SOLE 220000 0 0 VALERO ENERGY CORP COM 91913Y100 19916000 153200 SH SOLE 153200 0 0 CAMECO CORP COM 13321L108 6589990 152900 SH SOLE 152900 0 0 EATON CORP PLC SHS G29183103 36534802 151710 SH SOLE 151710 0 0 STEEL DYNAMICS INC COM 858119100 15164040 128400 SH SOLE 128400 0 0 WORKDAY INC CL A 98138H101 34507500 125000 SH SOLE 125000 0 0 MICROSOFT CORP COM 594918104 37604000 100000 SH SOLE 100000 0 0 ROBLOX CORP CL A 771049103 4572000 100000 SH SOLE 100000 0 0 MCKESSON CORP COM 58155Q103 34723500 75000 SH SOLE 75000 0 0 FRANCO NEV CORP COM 351858105 8166697 73700 SH SOLE 73700 0 0 APPLIED MATLS INC COM 038222105 6482800 40000 SH SOLE 40000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 15794100 30000 SH SOLE 30000 0 0 MONGODB INC CL A 60937P106 6132750 15000 SH SOLE 15000 0 0