Shearwater Capital’s Steel Dynamics STLD Stock Holding History

Shearwater Capital’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Hold	7,291	–	–	0.8%	18
2026 Q1	$1.31M	Hold	7,291	–	–	0.69%	20
2025 Q4	$1.24M	Hold	7,291	–	–	0.71%	17
2025 Q3	$1.02M	Hold	7,291	–	–	0.6%	20
2025 Q2	$933K	Hold	7,291	–	–	0.59%	21
2025 Q1	$912K	Hold	7,291	–	–	0.64%	19
2024 Q4	$832K	Hold	7,291	–	–	0.56%	22
2024 Q3	$919K	Hold	7,291	–	–	0.63%	21
2024 Q2	$944K	Hold	7,291	–	–	0.69%	20
2024 Q1	$1.08M	Hold	7,291	–	–	0.8%	17
2023 Q4	$861K	Hold	7,291	–	–	0.68%	20
2023 Q3	$782K	Hold	7,291	–	–	0.71%	20
2023 Q2	$794K	Hold	7,291	–	–	0.69%	21
2023 Q1	$824K	Buy	7,291 +23	+0.3%	+$2.67K	0.77%	20
2022 Q4	$710K	Buy	7,268 +31	+0.4%	+$2.98K	0.72%	19
2022 Q3	$513K	Buy	7,237 +37	+0.5%	+$2.8K	0.58%	24
2022 Q2	$476K	Buy	7,200 +27	+0.4%	+$2.16K	0.51%	24
2022 Q1	$598K	Buy	7,173 +30	+0.4%	+$2.02K	0.55%	20
2021 Q4	$443K	Buy	+7,143	New	+$447K	0.38%	21

Other funds holding STLD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Shearwater Capital's STLD Position: Q2 2026 in Review

Shearwater Capital held its Steel Dynamics (STLD) position steady in Q2 2026 at 7,291 shares worth $1.67M. The position accounts for 0.8% of the portfolio, ranked #18.

Shearwater Capital first reported a position in STLD in Q4 2021 and has held it in 19 quarters since. 411 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Shearwater Capital held 7,291 shares of Steel Dynamics worth $1.67M as of Q2 2026.
Shearwater Capital left its Steel Dynamics share count unchanged in Q2 2026.
Steel Dynamics made up 0.8% of Shearwater Capital's portfolio in Q2 2026, its #18 holding.
Shearwater Capital first reported a position in Steel Dynamics in Q4 2021 and has held it in 19 quarters since.
411 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.