BCM
SKE

Bornite Capital Management’s Skeena Resources SKE Stock Holding History

Bornite Capital Management’s Portfolio SKE Stock Details SKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.1M Buy
1,313,000
+790,000
+151% +$24.3M 6.57% 7
2025
Q4 		$12.4M Buy
+523,000
New +$10.3M 1.21% 22
2025
Q2 		– Sell
-957,000
Closed -$9.58M – 45
2025
Q1 		$9.58M Buy
+957,000
New +$9.64M 2.47% 18

Other funds holding SKE

HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bornite Capital Management's SKE Position: Q1 2026 in Review

Bornite Capital Management increased its Skeena Resources (SKE) stake by 151% in Q1 2026, buying an estimated $24.3M and bringing the position to 1,313,000 shares worth $39.1M. The position accounts for 6.57% of the portfolio, ranked #7.

Bornite Capital Management first reported a position in SKE in Q1 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold SKE as of Q1 2026.

  • Bornite Capital Management held 1,313,000 shares of Skeena Resources worth $39.1M as of Q1 2026.
  • Bornite Capital Management bought 790,000 Skeena Resources shares in Q1 2026, an estimated $24.3M.
  • Skeena Resources made up 6.57% of Bornite Capital Management's portfolio in Q1 2026, its #7 holding.
  • Bornite Capital Management first reported a position in Skeena Resources in Q1 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Skeena Resources as of Q1 2026.

Based on Bornite Capital Management's 13F filing for Q1 2026, filed 15 May 2026.