Position in NUE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,911,390
-$20,654,187 QoQ
Shares Held
129,793
-55.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Merewether Investment Management, LP holds $52,481,859 across 2 Steel names. NUE ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
This page
|
129,793 | $28,911,390 | |
| 2 | MT |
ArcelorMittal
|
391,406 | $23,570,469 |
All Filings in NUE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,911,390 | 129,793 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,565,577 | 293,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,258,129 | 203,900 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $31,973,615 | 265,694 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $4,894,178 | 28,121 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,020,115 | 44,900 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||