Position in NUE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,504,790
-$3,430,241 QoQ
Shares Held
180,395
-13.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Derivatives in NUE
reported options exposure · as of Mar 31, 2026CallValue
$1,437,350
CallShares
8,500
PutValue
$1,437,350
PutShares
8,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Steel
Basic Materials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $135,711,860 across 9 Steel names. NUE ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STLD |
Steel Dynamics Inc
|
270,512 | $48,692,160 | |
| 2 | MT |
ArcelorMittal
|
919,456 | $47,793,321 | |
| 3 | NUE |
Nucor Corp
This page
|
180,395 | $30,504,790 | |
| 4 | RS |
Reliance, Inc.
|
9,667 | $2,937,992 | |
| 5 | PKX |
Posco Holdings Inc.
|
38,404 | $2,246,249 | |
| 6 | CLF |
Cleveland-Cliffs Inc.
|
253,975 | $2,146,086 | |
| 7 | ASTL |
Algoma Steel Group Inc.
|
272,613 | $1,125,891 | |
| 8 | MSB |
Mesabi Trust
|
7,401 | $233,131 |
All Filings in NUE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,437,350 | 8,500 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $30,504,790 | 180,395 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $1,437,350 | 8,500 | Call | Defined | 2026-05-13 | |
| 2025-12-31 | $33,935,031 | 208,050 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $22,405,942 | 165,443 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,555,437 | 143,241 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $22,193,943 | 184,427 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,378,908 | 226,021 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,501,434 | 236,141 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $39,375,038 | 249,083 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,877,152 | 241,926 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $43,884,358 | 252,151 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $41,269,831 | 263,958 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $31,225,234 | 190,421 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $27,571,038 | 178,488 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $30,056,104 | 228,026 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $22,263,441 | 208,089 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,598,262 | 235,593 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $24,737,140 | 166,412 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $24,679,798 | 216,205 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,352,570 | 267,566 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,900,078 | 332,535 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,317,224 | 278,027 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,252,759 | 324,361 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,705,549 | 216,352 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,560,313 | 206,721 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,939,609 | 275,947 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||