Bornite Capital Management LP: SKEENA RES LTD NEW (SKE): Quarterly 13F Position History
As of Q1 2026, Bornite Capital Management LP reported 1,313,000 shares of SKEENA RES LTD NEW (SKE), worth $39.1M and representing 6.6% of its 13F equity book. Quarter-over-quarter share count change: + 790,000 (+151.1%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 1,313,000Shares Held (Latest Filing)
- $39.1MReported Market Value (Latest Filing)
- 6.6%Portfolio Weight (% of 13F Equity Book)
- +790,000Quarter-over-Quarter Share Change
- +$26.7MQuarter-over-Quarter Value Change
- 1,313,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,313,000 | +790,000 | +151.1% | $39.1M | 6.6% | $29.8 |
| Q4 2025 | 523,000 | +523,000 | — | $12.4M | 1.2% | $23.8 |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 957,000 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 957,000 | — | — | $9.6M | 2.5% | $10.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Bornite Capital Management LP first disclose a SKE position in 13F-HR filings?
Bornite Capital Management LP first reported SKEENA RES LTD NEW (SKE) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Bornite Capital Management LP's most recent quarter-over-quarter share-count change in SKE?
Between Q4 2025 and Q1 2026, Bornite Capital Management LP added 790,000 shares of SKE (+151.1%), bringing the total reported position to 1,313,000 shares at a market value of $39.1M.
Does the implied price-per-share represent Bornite Capital Management LP's cost basis in SKE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.