Position in FRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,562,248
+$2,735,909 QoQ
Shares Held
172,848
+8.4% QoQ
Ownership
2.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 80 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRD Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,777,367,380 across 10 Steel names. FRD ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
6,086,878 | $1,355,852,073 | |
| 2 | STLD |
Steel Dynamics Inc
|
3,778,189 | $866,943,247 | |
| 3 | RS |
Reliance, Inc.
|
953,533 | $356,239,928 | |
| 4 | CLF |
Cleveland-Cliffs Inc.
|
10,544,562 | $99,013,436 | |
| 5 | NWPX |
NWPX Infrastructure, Inc.
|
298,048 | $44,689,316 | |
| 6 | WS |
Worthington Steel, Inc.
|
890,497 | $29,902,888 | |
| 7 | MTUS |
Metallus Inc.
|
929,925 | $17,380,297 | |
| 8 | FRD |
Friedman Industries Inc
This page
|
172,848 | $5,562,248 |
All Filings in FRD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,562,248 | 172,848 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,826,339 | 159,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,254,180 | 158,818 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,452,272 | 157,638 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,603,993 | 157,246 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,112,908 | 74,742 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,086,537 | 71,062 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,133,046 | 70,727 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $960,147 | 63,586 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,201,665 | 64,123 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,004,977 | 65,005 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $824,944 | 61,563 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $750,128 | 59,534 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $679,855 | 59,952 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $567,183 | 57,935 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $407,964 | 57,379 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $454,684 | 55,858 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $488,963 | 55,501 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $520,599 | 55,501 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $673,605 | 56,558 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $764,403 | 57,045 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $226,269 | 27,969 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $191,867 | 27,969 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $162,220 | 27,969 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $143,723 | 28,460 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $125,508 | 28,460 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||