0001800641-23-000007.txt : 20230515 0001800641-23-000007.hdr.sgml : 20230515 20230515103710 ACCESSION NUMBER: 0001800641-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23919481 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 03-31-2023 03-31-2023 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 3107797712 Marcelo Queiroz New York NY 05-15-2023 0 54 294925919 false INFORMATION TABLE 2 bornitecapitaltablexml.xml CENOVUS ENERGY INC COM 15135U109 18333000 1050000 SH SOLE 1050000 0 0 UNITED STATES STL CORP NEW COM 912909108 13702500 525000 SH SOLE 525000 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 11639000 515000 SH SOLE 515000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 18409500 450000 SH SOLE 450000 0 0 SCHLUMBERGER LTD COM STK 806857108 20032800 408000 SH SOLE 408000 0 0 CSX CORP COM 126408103 11077800 370000 SH SOLE 370000 0 0 WASTE CONNECTIONS INC COM 94106B101 17800960 128000 SH SOLE 128000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 18692124 127600 SH SOLE 127600 0 0 EATON CORP PLC SHS G29183103 21845850 127500 SH SOLE 127500 0 0 JACOBS SOLUTIONS INC COM 46982L108 12138783 103300 SH SOLE 103300 0 0 AMAZON COM INC COM 023135106 10329000 100000 SH SOLE 100000 0 0 KBR INC COM 48242W106 5505000 100000 SH SOLE 100000 0 0 STARBUCKS CORP COM 855244109 10413000 100000 SH SOLE 100000 0 0 APPLIED MATLS INC COM 038222105 9826400 80000 SH SOLE 80000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 11269600 80000 SH SOLE 80000 0 0 WESCO INTL INC COM 95082P105 12100482 78300 SH SOLE 78300 0 0 OSISKO DEVELOPMENT CORP COM NEW 68828E809 329500 50000 SH SOLE 50000 0 0 SANDSTORM GOLD LTD COM NEW 80013R206 290500 50000 SH SOLE 50000 0 0 STEEL DYNAMICS INC COM 858119100 5653000 50000 SH SOLE 50000 0 0 DANAHER CORPORATION COM 235851102 10081600 40000 SH SOLE 40000 0 0 FRANCO NEV CORP COM 351858105 5103000 35000 SH SOLE 35000 0 0 MICROSOFT CORP COM 594918104 10090500 35000 SH SOLE 35000 0 0 DEERE & CO COM 244199105 10941320 26500 SH SOLE 26500 0 0 MASTERCARD INCORPORATED CL A 57636Q104 9085250 25000 SH SOLE 25000 0 0 MCKESSON CORP COM 58155Q103 8901250 25000 SH SOLE 25000 0 0 PG&E CORP COM 69331C108 404250 25000 SH SOLE 25000 0 0 FREYR BATTERY SHS L4135L100 133350 15000 SH SOLE 15000 0 0 TECK RESOURCES LTD CL B 878742204 547500 15000 SH SOLE 15000 0 0 BAKER HUGHES COMPANY CL A 05722G100 389610 13500 SH SOLE 13500 0 0 SUNCOR ENERGY INC NEW COM 867224107 403650 13000 SH SOLE 13000 0 0 TENARIS S A SPONSORED ADS 88031M109 341040 12000 SH SOLE 12000 0 0 HF SINCLAIR CORP COM 403949100 387040 8000 SH SOLE 8000 0 0 IMPERIAL OIL LTD COM NEW 453038408 406480 8000 SH SOLE 8000 0 0 CORTEVA INC COM 22052L104 422170 7000 SH SOLE 7000 0 0 DARLING INGREDIENTS INC COM 237266101 379600 6500 SH SOLE 6500 0 0 SCHNITZER STEEL INDS INC CL A 806882106 199040 6400 SH SOLE 6400 0 0 TARGA RES CORP COM 87612G101 437700 6000 SH SOLE 6000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 392500 5000 SH SOLE 5000 0 0 NEXTERA ENERGY INC COM 65339F101 385400 5000 SH SOLE 5000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 343000 5000 SH SOLE 5000 0 0 UNION PAC CORP COM 907818108 1006300 5000 SH SOLE 5000 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 180950 4700 SH SOLE 4700 0 0 MOSAIC CO NEW COM 61945C103 215636 4700 SH SOLE 4700 0 0 ALCOA CORP COM 013872106 170240 4000 SH SOLE 4000 0 0 PHILLIPS 66 COM 718546104 405520 4000 SH SOLE 4000 0 0 CHART INDS INC COM 16115Q308 438900 3500 SH SOLE 3500 0 0 SOUTHERN COPPER CORP COM 84265V105 244000 3200 SH SOLE 3200 0 0 NUTRIEN LTD COM 67077M108 206780 2800 SH SOLE 2800 0 0 QUANTA SVCS INC COM 74762E102 466592 2800 SH SOLE 2800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 394000 2500 SH SOLE 2500 0 0 LINDE PLC SHS G54950103 888600 2500 SH SOLE 2500 0 0 DENBURY INC COM 24790A101 210312 2400 SH SOLE 2400 0 0 ENPHASE ENERGY INC COM 29355A107 420560 2000 SH SOLE 2000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 513480 2000 SH SOLE 2000 0 0