StockDriftsStockDriftsTop 17 Bornite Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.74% | 206.6K | $69.8M | +0.00%(+0) | $272.86(+48.19%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 11.21% | 208.8K | $66.7M | +1.36%(+2.80K) | $210.67(+58.66%) | 2026-03-31 | |
| STLD | STEEL DYNAMICS INC | 10.59% | 350.0K | $63.0M | new | $160.29(+43.08%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 10.36% | 2.11M | $61.6M | new | $27.23(+14.91%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 8.83% | 133.2K | $52.5M | -36.02%(-75.00K) | $242.34(+68.74%) | 2026-03-31 | |
| AR | ANTERO RESOURCES CORP | 7.42% | 1.04M | $44.1M | new | $38.45(-0.55%) | 2026-03-31 | |
| SKE | SKEENA RES LTD NEW | 6.57% | 1.31M | $39.1M | +151.05%(+790.00K) | $19.83(+56.31%) | 2026-03-31 | |
| DY | DYCOM INDS INC | 5.99% | 105.2K | $35.6M | new | $268.08(+63.15%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.77% | 60.0K | $34.3M | new | $596.33(+3.00%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 5.54% | 60.0K | $32.9M | -61.41%(-95.50K) | $321.09(+139.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.95% | +109.46% |
| Top 20 Holdings Unweighted | +25.23% | +96.41% |
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