Waverly Advisors, LLC

Position in STLD — Steel Dynamics Inc

CIK 1568787 BIRMINGHAM, AL

Position in STLD

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

Position Value

$554,833

+$26,533 QoQ

Shares Held

2,418

-17.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#590

of 1,017 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $16,098,071 across 4 Steel names. STLD ranks #2 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	67,411	$15,015,800
2	STLD	Steel Dynamics Inc This page	2,418	$554,833
3	NWPX	NWPX Infrastructure, Inc.	2,809	$421,181
4	CLF	Cleveland-Cliffs Inc.	11,316	$106,257

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,833	2,418	-17.6%	Shares	Sole	2026-08-14
2026-03-31	$528,300	2,935	+36.4%	Shares	Sole	2026-05-15
2025-12-31	$364,655	2,152	+23.7%	Shares	Sole	2026-02-17
2025-09-30	$242,608	1,740	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.