0001800641-22-000006.txt : 20220517 0001800641-22-000006.hdr.sgml : 20220517 20220517165133 ACCESSION NUMBER: 0001800641-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220517 DATE AS OF CHANGE: 20220517 EFFECTIVENESS DATE: 20220517 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-21356 FILM NUMBER: 22935334 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001800641 XXXXXXXX 03-31-2022 03-31-2022 true 1 RESTATEMENT 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 05-17-2022 0 21 327772 INFORMATION TABLE 2 bornite13f.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 15947 35000 SH SOLE 35000 0 0 ALCOA CORP COM 013872106 13504 150000 SH SOLE 150000 0 0 ALPHABET INC CAP STK CL C 02079K305 16688 6000 SH SOLE 6000 0 0 AMAZON COM INC COM 023135106 16299 5000 SH SOLE 5000 0 0 ARCONIC CORPORATION COM 03966V107 7686 300000 SH SOLE 300000 0 0 CENOVUS ENERGY INC COM 15135U109 50040 3000000 SH SOLE 3000000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 13865 100000 SH SOLE 100000 0 0 CSX CORP COM 126408103 14980 400000 SH SOLE 400000 0 0 DEERE & CO COM 244199105 14541 35000 SH SOLE 35000 0 0 HF SINCLAIR CORPORATION COM 403949100 13947 350000 SH SOLE 350000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 21442 60000 SH SOLE 60000 0 0 MICROSOFT CORP COM 594918104 18499 60000 SH SOLE 60000 0 0 MOSAIC CO NEW MOSAIC CO NEW 61945C103 13300 200000 SH SOLE 200000 0 0 OSISKO GOLD ROYALTIES LTD COM 68827L101 6565 500000 SH SOLE 500000 0 0 PHILLIPS 66 COM 718546104 8639 100000 SH SOLE 100000 0 0 SCHNITZER STEEL INDS INC CL A 806882106 7791 150000 SH SOLE 150000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 22582 50000 SH SOLE 50000 0 0 TECK RESOURCES LTD CL B 878742204 14136 350000 SH SOLE 350000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 17719 30000 SH SOLE 30000 0 0 TURQUOISE HILL RES LTD COM 900435207 4506 150000 SH SOLE 150000 0 0 UNITED STATES STL CORP NEW COM 912909108 15096 400000 SH SOLE 400000 0 0