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Disclosed positions
Bornite Capital Management LP: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- TALEN ENERGY CORP
- Ticker
- TLN
- Class
- COM
- Reported value
- $60,520,950
- Reported amount
- 157,500
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001800641-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| TALEN ENERGY CORP | TLN | COM | $60,520,950 | 157,500 | SH | None |
| AMAZON COM INC | AMZN | COM | $56,653,418 | 237,700 | SH | None |
| CARPENTER TECHNOLOGY CORP | CRS | COM | $55,651,305 | 90,220 | SH | None |
| DYCOM INDS INC | DY | COM | $53,723,993 | 106,260 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $51,071,336 | 106,940 | SH | None |
| HUDBAY MINERALS INC | HBM | COM | $50,353,047 | 2,132,700 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $49,736,000 | 25,000 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $48,976,304 | 426,400 | SH | None |
| SKEENA RES LTD NEW | SKE | COM | $43,152,071 | 1,620,600 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $38,972,971 | 163,060 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $38,520,000 | 75,000 | SH | None |
| VALMONT INDS INC | VMI | COM | $37,717,280 | 65,300 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $37,600,840 | 65,200 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $37,532,000 | 100,000 | SH | None |
| EQT CORP | EQT | COM | $37,219,000 | 700,000 | SH | None |
| CORE & MAIN INC | CNM | CL A | $36,621,750 | 759,000 | SH | None |
| GE AEROSPACE | GE | COM NEW | $29,898,400 | 80,000 | SH | None |
| FREEPORT MCMORAN INC | FCX | CL B | $25,156,000 | 400,000 | SH | None |
| QUANTA SVCS INC | PWR | COM | $3,096,172 | 4,300 | SH | None |
| SINDA LTD | Unresolved | COMMON STOCK | $2,400,000 | 200,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.