LMR Partners’s US Steel X Stock Holding History

LMR Partners’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	-435,200	Closed	-$18.4M	–	1676
2025 Q1	$18.4M	Sell	435,200 -757,900	-64%	-$28.7M	0.17%	138
2024 Q4	$40.6M	Sell	1,193,100 -127,500	-10%	-$4.71M	0.34%	51
2024 Q3	$46.7M	Buy	1,320,600 +170,300	+15%	+$6.48M	0.37%	43
2024 Q2	$43.5M	Buy	1,150,300 +100,000	+10%	+$3.82M	0.37%	50
2024 Q1	$42.8M	Buy	+1,050,300	New	+$48.1M	0.44%	47
2023 Q4	–	Sell	-250,000	Closed	-$8.12M	–	1149
2023 Q3	$8.12M	Buy	+250,000	New	+$7.01M	0.09%	210

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

LMR Partners's X Position: Q2 2025 in Review

LMR Partners sold out of US Steel (X) in Q2 2025, closing a stake of 441,363 shares — an estimated $18.7M sold.

LMR Partners first reported a position in X in Q4 2014 and held it in 16 quarters. The position peaked at $18.7M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

LMR Partners reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 441,363 US Steel shares in Q2 2025, an estimated $18.7M.
LMR Partners first reported a position in US Steel in Q4 2014 and held it in 16 quarters.
LMR Partners's US Steel position peaked at $18.7M in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.