Jeff Yass’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.6M | Buy |
76,751
+48,958
| +176% | +$11.5M | ﹤0.01% | 2612 |
|
|
2026
Q1 | $5M | Sell |
27,793
-226,553
| -89% | -$41.2M | ﹤0.01% | 4220 |
|
|
2025
Q4 | $43.1M | Buy |
254,346
+218,806
| +616% | +$34.8M | 0.01% | 1492 |
|
|
2025
Q3 | $4.96M | Sell |
35,540
-15,868
| -31% | -$2.08M | ﹤0.01% | 4106 |
|
|
2025
Q2 | $6.58M | Buy |
51,408
+8,082
| +19% | +$1.03M | ﹤0.01% | 3495 |
|
|
2025
Q1 | $5.42M | Sell |
43,326
-65,551
| -60% | -$8.31M | ﹤0.01% | 3507 |
|
|
2024
Q4 | $12.4M | Buy |
108,877
+38,146
| +54% | +$5.07M | ﹤0.01% | 2394 |
|
|
2024
Q3 | $8.92M | Sell |
70,731
-23,611
| -25% | -$2.87M | ﹤0.01% | 2773 |
|
|
2024
Q2 | $12.2M | Buy |
94,342
+23,822
| +34% | +$3.18M | ﹤0.01% | 2241 |
|
|
2024
Q1 | $10.5M | Sell |
70,520
-86,745
| -55% | -$10.9M | ﹤0.01% | 2538 |
|
|
2023
Q4 | $18.6M | Buy |
157,265
+32,959
| +27% | +$3.67M | ﹤0.01% | 1893 |
|
|
2023
Q3 | $13.3M | Buy |
124,306
+3,399
| +3% | +$354K | ﹤0.01% | 2205 |
|
|
2023
Q2 | $13.2M | Sell |
120,907
-45,614
| -27% | -$4.64M | ﹤0.01% | 2168 |
|
|
2023
Q1 | $18.8M | Buy |
166,521
+332
| +0.2% | +$38.6K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $16.2M | Sell |
166,189
-54,260
| -25% | -$5.22M | ﹤0.01% | 1725 |
|
|
2022
Q3 | $15.6M | Sell |
220,449
-27,592
| -11% | -$2.09M | ﹤0.01% | 1653 |
|
|
2022
Q2 | $16.4M | Buy |
248,041
+220,779
| +810% | +$17.7M | ﹤0.01% | 1634 |
|
|
2022
Q1 | $2.27M | Sell |
27,262
-195,691
| -88% | -$13.2M | ﹤0.01% | 5185 |
|
|
2021
Q4 | $13.8M | Buy |
222,953
+75,533
| +51% | +$4.73M | ﹤0.01% | 2279 |
|
|
2021
Q3 | $8.62M | Buy |
147,420
+56,589
| +62% | +$3.62M | ﹤0.01% | 3086 |
|
|
2021
Q2 | $5.41M | Buy |
90,831
+38,952
| +75% | +$2.29M | ﹤0.01% | 3897 |
|
|
2021
Q1 | $2.63M | Buy |
51,879
+19,128
| +58% | +$807K | ﹤0.01% | 5259 |
|
|
2020
Q4 | $1.21M | Sell |
32,751
-125,881
| -79% | -$4.37M | ﹤0.01% | 6270 |
|
|
2020
Q3 | $4.54M | Buy |
158,632
+71,038
| +81% | +$2.04M | ﹤0.01% | 3179 |
|
|
2020
Q2 | $2.29M | Sell |
87,594
-9,683
| -10% | -$242K | ﹤0.01% | 4257 |
|
|
2020
Q1 | $2.19M | Buy |
97,277
+75,333
| +343% | +$2.06M | ﹤0.01% | 3806 |
|
|
2019
Q4 | $747K | Sell |
21,944
-74,445
| -77% | -$2.38M | ﹤0.01% | 6114 |
|
|
2019
Q3 | $2.87M | Sell |
96,389
-310,958
| -76% | -$9.18M | ﹤0.01% | 3561 |
|
|
2019
Q2 | $12.3M | Buy |
+407,347
| New | +$12.5M | ﹤0.01% | 1691 |
|
|
2018
Q3 | – | Sell |
-7,229
| Closed | -$333K | – | 10196 |
|
|
2018
Q2 | $332K | Buy |
+7,229
| New | +$342K | ﹤0.01% | 7645 |
|
|
2017
Q4 | – | Sell |
-304,877
| Closed | -$11.7M | – | 9878 |
|
|
2017
Q3 | $10.5M | Buy |
+304,877
| New | +$10.7M | ﹤0.01% | 1733 |
|
|
2017
Q2 | – | Sell |
-134,268
| Closed | -$4.65M | – | 9809 |
|
|
2017
Q1 | $4.67M | Hold |
134,268
| – | – | ﹤0.01% | 2442 |
|
|
2016
Q4 | $4.78M | Hold |
134,268
| – | – | ﹤0.01% | 2504 |
|
|
2016
Q3 | $3.35M | Hold |
134,268
| – | – | ﹤0.01% | 2741 |
|
|
2016
Q2 | $3.29M | Buy |
134,268
+95,965
| +251% | +$2.34M | ﹤0.01% | 2788 |
|
|
2016
Q1 | $862K | Sell |
38,303
-25,448
| -40% | -$480K | ﹤0.01% | 5388 |
|
|
2015
Q4 | $1.14M | Sell |
63,751
-22,167
| -26% | -$396K | ﹤0.01% | 5145 |
|
|
2015
Q3 | $1.48M | Buy |
85,918
+68,316
| +388% | +$1.32M | ﹤0.01% | 4913 |
|
|
2015
Q2 | $365K | Sell |
17,602
-3,785
| -18% | -$81.5K | ﹤0.01% | 8209 |
|
|
2015
Q1 | $430K | Sell |
21,387
-7,017
| -25% | -$131K | ﹤0.01% | 7359 |
|
|
2014
Q4 | $561K | Buy |
+28,404
| New | +$612K | ﹤0.01% | 7000 |
|
|
2014
Q3 | – | Sell |
-11,488
| Closed | -$251K | – | 9935 |
|
|
2014
Q2 | $206K | Sell |
11,488
-33,875
| -75% | -$609K | ﹤0.01% | 9013 |
|
|
2014
Q1 | $807K | Sell |
45,363
-80,884
| -64% | -$1.42M | ﹤0.01% | 5895 |
|
|
2013
Q4 | $2.47M | Sell |
126,247
-242,070
| -66% | -$4.44M | ﹤0.01% | 3933 |
|
|
2013
Q3 | $6.15M | Buy |
368,317
+27,415
| +8% | +$435K | ﹤0.01% | 2445 |
|
|
2013
Q2 | $5.08M | Buy |
+340,902
| New | +$5.1M | ﹤0.01% | 2606 |
|
Other funds holding STLD
LCIP
Jeff Yass's STLD Position: Q2 2026 in Review
Jeff Yass increased its Steel Dynamics (STLD) stake by 176% in Q2 2026, buying an estimated $11.5M and bringing the position to 76,751 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2612.
Jeff Yass first reported a position in STLD in Q2 2013 and has held it in 46 quarters since. The position peaked at $43.1M in Q4 2025. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.
- Jeff Yass held 76,751 shares of Steel Dynamics worth $17.6M as of Q2 2026.
- Jeff Yass bought 48,958 Steel Dynamics shares in Q2 2026, an estimated $11.5M.
- Steel Dynamics made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2612 holding.
- Jeff Yass first reported a position in Steel Dynamics in Q2 2013 and has held it in 46 quarters since.
- Jeff Yass's Steel Dynamics position peaked at $43.1M in Q4 2025.
- 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.