Forest Avenue Capital Management’s US Steel X Stock Holding History

Forest Avenue Capital Management’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-470,500	Closed	-$19.9M	–	19
2025 Q1	$19.9M	Sell	470,500 -1,023,900	-69%	-$38.7M	2.72%	13
2024 Q4	$50.8M	Buy	+1,494,400	New	+$55.2M	4.65%	10
2024 Q3	–	Sell	-602,378	Closed	-$22.8M	–	28
2024 Q2	$22.8M	Buy	+602,378	New	+$23M	3.15%	17
2023 Q4	–	Sell	-228,900	Closed	-$7.43M	–	31
2023 Q3	$7.43M	Buy	+228,900	New	+$6.42M	3.35%	16

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Forest Avenue Capital Management's X Position: Q2 2025 in Review

Forest Avenue Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 470,500 shares — an estimated $19.9M sold.

Forest Avenue Capital Management first reported a position in X in Q3 2023 and held it in 4 quarters. The position peaked at $50.8M in Q4 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Forest Avenue Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Forest Avenue Capital Management sold 470,500 US Steel shares in Q2 2025, an estimated $19.9M.
Forest Avenue Capital Management first reported a position in US Steel in Q3 2023 and held it in 4 quarters.
Forest Avenue Capital Management's US Steel position peaked at $50.8M in Q4 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Forest Avenue Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.