&PARTNERS

Position in NUE — Nucor Corp

CIK 107136 NASHVILLE, TN

Position in NUE

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

Position Value

$25,957,725

+$717,352 QoQ

Shares Held

116,533

-21.9% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#131

of 1,533 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

&PARTNERS holds $32,424,331 across 5 Steel names. NUE ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp This page	116,533	$25,957,725
2	RS	Reliance, Inc.	7,670	$2,865,512
3	STLD	Steel Dynamics Inc	9,079	$2,083,267
4	CLF	Cleveland-Cliffs Inc.	123,936	$1,163,759
5	TX	Ternium S.A.	8,292	$354,068

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,957,725	116,533	-21.9%	Shares	Sole	2026-08-14
2026-03-31	$25,240,373	149,263	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$24,474,981	150,052	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$20,118,126	148,550	+320.4%	Shares	Sole	2025-11-14
2025-06-30	$4,577,295	35,335	+44.9%	Shares	Sole	2025-08-14
2025-03-31	$2,934,370	24,384	+27.4%	Shares	Sole	2025-05-15
2024-12-31	$2,234,412	19,145	+166.7%	Shares	Sole	2025-02-14
2024-09-30	$1,079,290	7,179	+21.6%	Shares	Sole	2024-11-14
2024-06-30	$933,304	5,904	+179.0%	Shares	Sole	2024-07-24
2024-03-31	$418,756	2,116	+48.5%	Shares	Sole	2024-04-11
2023-12-31	$248,007	1,425	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.