MCM
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Marsico Capital Management’s Steel Dynamics STLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-26,557
Closed -$1.2M 89
2018
Q3
$1.2M Hold
26,557
0.04% 86
2018
Q2
$1.22M Hold
26,557
0.04% 81
2018
Q1
$1.17M Buy
+26,557
New +$1.17M 0.04% 78