Bornite Capital Management LP - Q42025 Holdings

Bornite Capital Management LP holds 28 stocks with a total portfolio value of $ 1.02B as of Q42025. In Q42025, Bornite Capital Management LP added 15 new positions, increased stakes in 7 stocks, reduced 6 holdings, and fully exited 22 positions. The largest holding is Talen Energy Corp (TLN), representing 7.54% of the total portfolio.