Distillate Capital Partners’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16M	Sell	124,745 -6,453	-5%	-$826K	0.86%	49
2025 Q1	$16.4M	Buy	+131,198	New	+$16.4M	0.84%	48
2023 Q1	–	Sell	-132	Closed	-$12.9K	–	92
2022 Q4	$12.9K	Buy	+132	New	+$12.9K	1.19%	6