Delphi Management’s Steel Dynamics STLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+1,572	New	+$201K	0.19%	80
2021 Q4	$1.08M	Buy	17,338 +220	+1%	+$13.7K	1.01%	57
2021 Q3	$1M	Buy	17,118 +12,418	+264%	+$726K	1.03%	56
2021 Q2	$280K	Buy	+4,700	New	+$280K	0.27%	98