Position in MSB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,811,565
-$687,073 QoQ
Shares Held
57,510
-11.3% QoQ
Ownership
0.438%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSB Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,184,732,943 across 11 Steel names. MSB ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
6,167,880 | $1,042,988,507 | |
| 2 | STLD |
Steel Dynamics Inc
|
3,834,936 | $690,288,480 | |
| 3 | RS |
Reliance, Inc.
|
969,742 | $294,723,987 | |
| 4 | CLF |
Cleveland-Cliffs Inc.
|
10,465,242 | $88,431,294 | |
| 5 | WS |
Worthington Steel, Inc.
|
837,890 | $25,429,960 | |
| 6 | NWPX |
NWPX Infrastructure, Inc.
|
284,679 | $22,165,106 | |
| 7 | MTUS |
Metallus Inc.
|
879,006 | $14,362,957 | |
| 8 | FRD |
Friedman Industries Inc
|
159,500 | $2,826,339 |
All Filings in MSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,811,565 | 57,510 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,498,638 | 64,866 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,746,745 | 59,677 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $264,566 | 11,042 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||