Thomist Capital Management’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-54,818	Closed	-$6.8M	–	55
2025 Q1	$6.8M	Sell	54,818 -250,882	-82%	-$31.1M	2.68%	13
2024 Q4	$34.8M	Buy	+305,700	New	+$34.8M	9.05%	1
2023 Q4	–	Sell	-18,802	Closed	-$2.02M	–	36
2023 Q3	$2.02M	Buy	+18,802	New	+$2.02M	1.25%	13