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Bornite Capital Management LP

Position in STLD — Steel Dynamics Inc

CIK 1800641 NEW YORK, NY

Position in STLD

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$63,000,000
+$50,199,000 QoQ
Shares Held
350,000
+250.0% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
10.59%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in STLD Over Time

Shares Held

Position Value (USD)

All Filings in STLD

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $63,000,000 350,000
2025-06-30 $12,801,000 100,000
2024-12-31 $39,924,500 350,000
2024-09-30 $25,216,000 200,000
2024-03-31 $503,982 3,400
2023-12-31 $15,164,040 128,400
2023-09-30 $18,763,500 175,000
2023-06-30 $13,071,600 120,000
2023-03-31 $5,653,000 50,000
2022-09-30 $14,190,000 200,000