Thomist Capital Management’s Nucor NUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-63,518	Closed	-$7.75M	–	50
2025 Q1	$7.75M	Sell	63,518 -80,182	-56%	-$9.78M	3.05%	10
2024 Q4	$16.7M	Buy	+143,700	New	+$16.7M	4.34%	6