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
Q2 		$43.2M Buy
1,620,600
+307,600
+23% +$9.24M 5.43% 9
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 $3.35B AUM 55.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bornite Capital Management's SKE Position: Q2 2026 in Review

Bornite Capital Management increased its Skeena Resources (SKE) stake by 23% in Q2 2026, buying an estimated $9.24M and bringing the position to 1,620,600 shares worth $43.2M. The position accounts for 5.43% of the portfolio, ranked #9.

Bornite Capital Management first reported a position in SKE in Q1 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold SKE as of Q2 2026.

  • Bornite Capital Management held 1,620,600 shares of Skeena Resources worth $43.2M as of Q2 2026.
  • Bornite Capital Management bought 307,600 Skeena Resources shares in Q2 2026, an estimated $9.24M.
  • Skeena Resources made up 5.43% of Bornite Capital Management's portfolio in Q2 2026, its #9 holding.
  • Bornite Capital Management first reported a position in Skeena Resources in Q1 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Skeena Resources as of Q2 2026.

Based on Bornite Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.