Clarkston Capital Partners’s Nucor NUE Stock Holding History

Clarkston Capital Partners’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,100	Closed	-$3.28M	–	153
2025 Q4	$3.28M	Buy	20,100 +100	+0.5%	+$15K	0.08%	87
2025 Q3	$2.71M	Hold	20,000	–	–	0.06%	86
2025 Q2	$2.59M	Hold	20,000	–	–	0.06%	81
2025 Q1	$2.41M	Hold	20,000	–	–	0.05%	78
2024 Q4	$2.33M	Hold	20,000	–	–	0.04%	76
2024 Q3	$3.01M	Hold	20,000	–	–	0.06%	67
2024 Q2	$3.16M	Hold	20,000	–	–	0.06%	66
2024 Q1	$3.96M	Hold	20,000	–	–	0.07%	61
2023 Q4	$3.48M	Hold	20,000	–	–	0.06%	59
2023 Q3	$3.13M	Hold	20,000	–	–	0.06%	59
2023 Q2	$3.28M	Hold	20,000	–	–	0.06%	56
2023 Q1	$3.09M	Hold	20,000	–	–	0.06%	59
2022 Q4	$2.64M	Hold	20,000	–	–	0.05%	62
2022 Q3	$2.14M	Buy	+20,000	New	+$2.51M	0.04%	67
2017 Q1	–	Sell	-31,200	Closed	-$1.86M	–	116
2016 Q4	$1.86M	Hold	31,200	–	–	0.09%	60
2016 Q3	$1.54M	Hold	31,200	–	–	0.07%	61
2016 Q2	$1.54M	Sell	31,200 -200	-0.6%	-$9.75K	0.08%	62
2016 Q1	$1.49M	Hold	31,400	–	–	0.08%	64
2015 Q4	$1.26M	Hold	31,400	–	–	0.09%	66
2015 Q3	$1.18M	Buy	31,400 +1,200	+4%	+$51.4K	0.11%	71
2015 Q2	$1.33M	Sell	30,200 -74	-0.2%	-$3.55K	0.14%	74
2015 Q1	$1.44M	Buy	30,274 +74	+0.2%	+$3.46K	0.16%	75
2014 Q4	$1.48M	Hold	30,200	–	–	0.22%	75
2014 Q3	$1.64M	Hold	30,200	–	–	0.28%	72
2014 Q2	$1.49M	Hold	30,200	–	–	0.27%	73
2014 Q1	$1.53M	Buy	+30,200	New	+$1.52M	0.3%	73

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clarkston Capital Partners's NUE Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Nucor (NUE) in Q1 2026, closing a stake of 20,100 shares — an estimated $3.28M sold.

Clarkston Capital Partners first reported a position in NUE in Q1 2014 and held it in 26 quarters. The position peaked at $3.96M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Clarkston Capital Partners reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 20,100 Nucor shares in Q1 2026, an estimated $3.28M.
Clarkston Capital Partners first reported a position in Nucor in Q1 2014 and held it in 26 quarters.
Clarkston Capital Partners's Nucor position peaked at $3.96M in Q1 2024.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.