Covalis Capital LLP

Position in STLD — Steel Dynamics Inc

CIK 1698819 LONDON, X0

Position in STLD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,409,300

New position

Shares Held

63,385

first reported quarter

Ownership

0.044%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Covalis Capital LLP holds $20,537,902 across 2 Steel names. STLD ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	STLD	Steel Dynamics Inc This page	63,385	$11,409,300
2	CLF	Cleveland-Cliffs Inc.	1,080,308	$9,128,602

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,409,300	63,385	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.