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Poehling Capital Management’s Nucor NUE Stock Holding History

Poehling Capital Management’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
+1,215
New +$212K 0.04% 146
2018
Q3 		– Sell
-100
Closed -$6K – 211
2018
Q2 		$6K Buy
100
+75
+300% +$4.79K 0.01% 249
2018
Q1 		$2K Hold
25
– – ﹤0.01% 281
2017
Q4 		$2K Buy
+25
New +$1.46K ﹤0.01% 260

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Poehling Capital Management's NUE Position: Q1 2026 in Review

Poehling Capital Management opened a new position in Nucor (NUE) in Q1 2026: 1,215 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in NUE as recently as Q2 2018.

Poehling Capital Management first reported a position in NUE in Q4 2017 and has held it in 4 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Poehling Capital Management held 1,215 shares of Nucor worth $205K as of Q1 2026.
  • Nucor was a new Poehling Capital Management position in Q1 2026.
  • Nucor made up 0.04% of Poehling Capital Management's portfolio in Q1 2026, its #146 holding.
  • Poehling Capital Management first reported a position in Nucor in Q4 2017 and has held it in 4 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.