Bornite Capital Management LP
Position in MLM — Martin Marietta Materials Inc
CIK 1800641
NEW YORK, NY
Position in MLM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,600,840
+$36,644,580 QoQ
Shares Held
65,200
+3160.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
#97
of 1,072 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Bornite Capital Management LP holds $37,600,840 across 1 Building Materials name. MLM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
This page
|
65,200 | $37,600,840 |
All Filings in MLM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,600,840 | 65,200 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $956,260 | 2,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $30,990,000 | 60,000 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $10,836,000 | 20,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||