Bornite Capital Management LP
Position in NAK — Northern Dynasty Minerals Ltd
CIK 1800641
NEW YORK, NY
Position in NAK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,400,000
-$9,208,450 QoQ
Shares Held
1,000,000
-81.4% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAK Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Bornite Capital Management LP holds $43,205,196 across 1 Other Industrial Metals & Mining name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKE |
Skeena Resources Ltd
|
1,620,600 | $43,205,196 |
All Filings in NAK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,400,000 | 1,000,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,608,450 | 5,385,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||