Jonathan Kolatch’s US Steel X Stock Holding History

Jonathan Kolatch’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	-3,540,422	Closed	-$150M	–	13
2025 Q1	$150M	Buy	3,540,422 +1,515,321	+75%	+$57.3M	22.34%	3
2024 Q4	$68.8M	Buy	2,025,101 +1,412,601	+231%	+$52.1M	11.41%	4
2024 Q3	$21.6M	Buy	612,500 +312,500	+104%	+$11.9M	3.3%	6
2024 Q2	$11.3M	Buy	300,000 +100,000	+50%	+$3.82M	1.74%	13
2024 Q1	$8.16M	Buy	+200,000	New	+$9.15M	1.15%	18

Other funds holding X

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $20.6B AUM 34.61% 1-Year Est. Return

Jonathan Kolatch's X Position: Q2 2025 in Review

Jonathan Kolatch sold out of US Steel (X) in Q2 2025, closing a stake of 3,540,422 shares — an estimated $150M sold.

Jonathan Kolatch first reported a position in X in Q1 2024 and held it in 5 quarters. The position peaked at $150M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Jonathan Kolatch reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Jonathan Kolatch sold 3,540,422 US Steel shares in Q2 2025, an estimated $150M.
Jonathan Kolatch first reported a position in US Steel in Q1 2024 and held it in 5 quarters.
Jonathan Kolatch's US Steel position peaked at $150M in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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