Compound Planning, Inc.

Position in STLD — Steel Dynamics Inc

CIK 1978879 NEW YORK, NY

Position in STLD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$586,728

+$144,108 QoQ

Shares Held

2,557

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#581

of 1,022 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Compound Planning, Inc. holds $3,279,126 across 6 Steel names. STLD ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	5,745	$1,279,698
2	STLD	Steel Dynamics Inc This page	2,557	$586,728
3	RS	Reliance, Inc.	1,383	$516,688
4	PKX	Posco Holdings Inc.	8,628	$443,305
5	MT	ArcelorMittal	7,351	$442,676
6	SID	National Steel Co	10,905	$10,031

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,728	2,557	+4.0%	Shares	Other	2026-08-04
2026-03-31	$442,620	2,459	-55.5%	Shares	Other	2026-05-14
2025-12-31	$935,702	5,522	+132.6%	Shares	Sole	2026-02-19
2025-09-30	$331,006	2,374	+6.6%	Shares	Sole	2025-11-10
2025-06-30	$284,950	2,226	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$281,680	2,252	+16.7%	Shares	Sole	2025-05-14
2024-12-31	$220,041	1,929	+5.0%	Shares	Sole	2025-01-17
2024-09-30	$231,735	1,838	-31.1%	Shares	Sole	2024-10-08
2024-03-31	$395,329	2,667	+3.1%	Shares	Sole	2024-05-07
2023-12-31	$305,642	2,588	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.