Highline Capital Management’s Commercial Metals CMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-195,935
Closed -$5.97M 16
2021
Q3
$5.97M Hold
195,935
5.04% 10
2021
Q2
$6.02M Sell
195,935
-19,265
-9% -$592K 5.02% 10
2021
Q1
$6.64M Buy
+215,200
New +$6.64M 4.52% 11
2020
Q2
Sell
-1,281,542
Closed -$20.2M 22
2020
Q1
$20.2M Sell
1,281,542
-266,457
-17% -$4.21M 4.93% 10
2019
Q4
$34.5M Sell
1,547,999
-706,984
-31% -$15.7M 5.46% 11
2019
Q3
$39.2M Sell
2,254,983
-2,179,025
-49% -$37.9M 5.72% 10
2019
Q2
$79.1M Buy
4,434,008
+395,000
+10% +$7.05M 5.79% 3
2019
Q1
$69M Buy
4,039,008
+786,500
+24% +$13.4M 4.33% 8
2018
Q4
$52.1M Buy
3,252,508
+671,091
+26% +$10.8M 3.49% 11
2018
Q3
$53M Sell
2,581,417
-905,683
-26% -$18.6M 2.45% 17
2018
Q2
$73.6M Sell
3,487,100
-269,200
-7% -$5.68M 2.47% 16
2018
Q1
$76.9M Sell
3,756,300
-527,000
-12% -$10.8M 2.62% 21
2017
Q4
$91.3M Buy
4,283,300
+1,392,800
+48% +$29.7M 3.02% 18
2017
Q3
$55M Buy
2,890,500
+990,500
+52% +$18.8M 1.56% 22
2017
Q2
$36.9M Buy
1,900,000
+1,850,000
+3,700% +$35.9M 1.17% 24
2017
Q1
$957K Buy
+50,000
New +$957K 0.03% 33