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Holocene Advisors, LP

Position in STLD — Steel Dynamics Inc

CIK 1700574 New York, NY

Position in STLD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$378,322,863
-$33,687,777 QoQ
Shares Held
1,648,753
-28.0% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#17
of 1,017 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in STLD Over Time

Shares Held

Position Value (USD)

Derivatives in STLD

reported options exposure · as of Dec 31, 2024
CallValue
$90,286,405
CallShares
791,500
PutValue
$0
PutShares
0

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 Jun 30, 2026

Holocene Advisors, LP holds $409,686,294 across 3 Steel names. STLD ranks #1 (92.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STLD
Steel Dynamics Inc
This page
1,648,753 $378,322,863

All Filings in STLD

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $378,322,863 1,648,753
2026-03-31 $412,010,640 2,288,948
2025-12-31 $433,525,624 2,558,428
2025-09-30 $321,480,265 2,305,675
2025-06-30 $320,803,684 2,506,083
2025-03-31 $375,293,284 3,000,426
2024-12-31 $351,159,133 3,078,453
2024-12-31 $90,286,405 791,500
2024-09-30 $289,399,619 2,295,365
2024-06-30 $159,978,861 1,235,358
2024-03-31 $194,964,250 1,315,282
2023-12-31 $7,472,068 63,269
2023-06-30 $2,362,364 21,687
2021-03-31 $1,788,376 35,232
2020-09-30 $1,524,347 53,243
2020-06-30 $1,739,811 66,685
2020-03-31 $2,678,788 118,846