Bornite Capital Management’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.8M Buy
2025
Q1
Sell
2024
Q4
$39.9M Buy
2024
Q3
$25.2M Buy
2024
Q2
Sell
2024
Q1
$504K Sell
2023
Q4
$15.2M Sell
2023
Q3
$18.8M Buy
2023
Q2
$13.1M Buy
2023
Q1
$5.65M Buy
2022
Q4
Sell
2022
Q3
$14.2M Buy