Position in NUE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$345,212,577
+$73,769,809 QoQ
Shares Held
2,041,470
+22.7% QoQ
Ownership
0.896%
of shares outstanding
% of Portfolio
5.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Slate Path Capital LP holds $507,824,216 across 2 Steel names. NUE ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
This page
|
2,041,470 | $345,212,577 | |
| 2 | CLF |
Cleveland-Cliffs Inc.
|
19,243,981 | $162,611,639 |
All Filings in NUE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,212,577 | 2,041,470 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $271,442,768 | 1,664,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $208,196,539 | 1,537,300 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||