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Equibles

Recurrent Investment Advisors LLC

Position in NUE — Nucor Corp

CIK 1803146 HOUSTON, TX
Back to NUE Full portfolio

Position in NUE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,702,327
+$892,731 QoQ
Shares Held
16,621
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#383
of 1,543 holders
Holding Since
Mar 2020
26 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, 2026

Recurrent Investment Advisors LLC holds $5,266,210 across 3 Steel names. NUE ranks #1 (70.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NUE
Nucor Corp
This page 		16,621 $3,702,327
2 MT
ArcelorMittal
 15,371 $925,641
3 PKX
Posco Holdings Inc.
 12,422 $638,242

All Filings in NUE

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,702,327 16,621
2026-03-31 $2,809,596 16,615
2025-12-31 $2,644,828 16,215
2025-09-30 $2,262,087 16,703
2025-06-30 $2,736,143 21,122
2025-03-31 $2,541,821 21,122
2024-12-31 $2,677,910 22,945
2024-09-30 $1,854,293 12,334
2024-06-30 $2,084,759 13,188
2024-03-31 $2,688,273 13,584
2023-12-31 $2,364,159 13,584
2023-09-30 $2,358,070 15,082
2023-06-30 $2,472,162 15,076
2023-03-31 $2,101,100 13,602
2022-12-31 $1,792,879 13,602
2022-09-30 $1,455,277 13,602
2022-06-30 $1,176,909 11,272
2022-03-31 $1,080,982 7,272
2021-12-31 $710,926 6,228
2021-09-30 $613,395 6,228
2021-06-30 $597,452 6,228
2021-03-31 $853,831 10,637
2020-12-31 $565,782 10,637
2020-09-30 $595,830 13,282
2020-06-30 $550,007 13,282
2020-03-31 $381,163 10,582