&PARTNERS

Position in TX — Ternium S.A.

CIK 107136 NASHVILLE, TN

Position in TX

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

Position Value

$354,068

-$19,487 QoQ

Shares Held

8,292

-10.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 161 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

&PARTNERS holds $32,424,331 across 5 Steel names. TX ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	116,533	$25,957,725
2	RS	Reliance, Inc.	7,670	$2,865,512
3	STLD	Steel Dynamics Inc	9,079	$2,083,267
4	CLF	Cleveland-Cliffs Inc.	123,936	$1,163,759
5	TX	Ternium S.A. This page	8,292	$354,068

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,068	8,292	-10.9%	Shares	Sole	2026-08-14
2026-03-31	$373,555	9,304	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$355,739	9,315	-4.1%	Shares	Sole	2026-02-17
2025-09-30	$337,506	9,718	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$280,682	9,325	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.