Bornite Capital Management’s Nucor NUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
+8,000
New +$1.04M 0.1% 36
2024
Q3
Sell
-100,000
Closed -$15.8M 61
2024
Q2
$15.8M Buy
100,000
+25,000
+33% +$3.95M 2.6% 9
2024
Q1
$14.8M Buy
+75,000
New +$14.8M 2.49% 16
2023
Q4
Sell
-50,000
Closed -$7.82M 42
2023
Q3
$7.82M Sell
50,000
-30,000
-38% -$4.69M 2.36% 14
2023
Q2
$13.1M Buy
+80,000
New +$13.1M 2.54% 17