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	-848,700	Closed	-$35.9M	–	1678
2025 Q1	$35.9M	Buy	848,700 +62,000	+8%	+$2.35M	0.34%	68
2024 Q4	$26.7M	Sell	786,700 -29,100	-4%	-$1.07M	0.22%	90
2024 Q3	$28.8M	Sell	815,800 -710,000	-47%	-$27M	0.23%	81
2024 Q2	$57.7M	Buy	1,525,800 +475,800	+45%	+$18.2M	0.49%	33
2024 Q1	$42.8M	Sell	1,050,000 -450,000	-30%	-$20.6M	0.44%	48
2023 Q4	$73M	Buy	+1,500,000	New	+$54.5M	0.83%	19

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.