TCM
X

Thomist Capital Management’s US Steel X Stock Holding History

Thomist Capital Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-142,600
Closed -$6.13M – 66
2025
Q1 		$6.13M Buy
142,600
+6,200
+5% +$235K 2.42% 18
2024
Q4 		$4.23M Buy
+136,400
New +$5.03M 1.1% 24
2023
Q3 		– Sell
-150,000
Closed -$3.75M – 35
2023
Q2 		$3.75M Buy
+150,000
New +$3.49M 2.35% 11

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Thomist Capital Management's X Position: Q2 2025 in Review

Thomist Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 142,600 shares — an estimated $6.13M sold.

Thomist Capital Management first reported a position in X in Q2 2023 and held it in 3 quarters. The position peaked at $6.13M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Thomist Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Thomist Capital Management sold 142,600 US Steel shares in Q2 2025, an estimated $6.13M.
  • Thomist Capital Management first reported a position in US Steel in Q2 2023 and held it in 3 quarters.
  • Thomist Capital Management's US Steel position peaked at $6.13M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Thomist Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.