FIRST MANHATTAN CO. LLC.

Position in CMC — COMMERCIAL METALS Co

CIK 728083 NEW YORK, NY

Position in CMC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,793,831

-$602,643 QoQ

Shares Held

156,077

-7.8% QoQ

Ownership

0.141%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#72

of 520 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $15,873,259 across 4 Metal Fabrication names. CMC ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMC	COMMERCIAL METALS Co This page	156,077	$9,793,831
2	GPGI	GPGI, Inc.	245,044	$3,883,947
3	ESAB	ESAB Corp	15,305	$1,509,532
4	MLI	Mueller Industries Inc	11,160	$685,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,793,831	156,077	-7.8%	Shares	Sole	2026-08-14
2026-03-31	$10,396,474	169,241	-25.8%	Shares	Sole	2026-05-15
2025-12-31	$15,785,482	228,048	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$13,304,597	232,273	-8.3%	Shares	Sole	2025-11-14
2025-06-30	$12,394,918	253,423	-7.0%	Shares	Sole	2025-08-14
2025-03-31	$12,534,550	272,431	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$13,956,993	281,391	-3.8%	Shares	Sole	2025-02-14
2024-09-30	$16,076,899	292,520	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$16,105,471	292,880	-1.9%	Shares	Sole	2024-08-15
2024-03-31	$17,538,731	298,430	-11.4%	Shares	Sole	2024-05-15
2023-12-31	$16,856,224	336,855	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$16,669,451	337,370	+7.3%	Shares	Sole	2023-11-14
2023-06-30	$16,555,777	314,390	-20.1%	Shares	Sole	2023-08-14
2023-03-31	$19,246,257	393,584	-15.2%	Shares	Sole	2023-05-15
2022-12-31	$22,411,393	464,004	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$17,160,753	483,674	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$16,281,029	491,874	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$20,600,817	494,974	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$17,732,164	488,624	+7.3%	Shares	Sole	2022-02-14
2021-09-30	$13,868,833	455,313	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$13,990,287	455,413	-2.3%	Shares	Sole	2021-08-16
2021-03-31	$14,368,756	465,913	-1.5%	Shares	Sole	2021-05-14
2020-12-31	$9,711,579	472,813	-2.4%	Shares	Sole	2021-02-16
2020-09-30	$9,682,308	484,600	-0.4%	Shares	Sole	2020-11-12
2020-06-30	$9,928,680	486,700	-1.3%	Shares	Sole	2020-08-14
2020-03-31	$7,785,259	493,050	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.