Thurston Springer Miller Herd & Titak’s Steel Dynamics STLD Stock Holding History

Thurston Springer Miller Herd & Titak’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	$365K	Buy	1,590 +394	+33%	+$92.3K	0.13%	181
2026 Q1	$215K	Buy	1,196 +730	+157%	+$133K	0.09%	246
2025 Q4	$79K	Buy	466 +453	+3,485%	+$71.9K	0.03%	406
2025 Q3	$1.81K	Sell	13 -1,475	-99%	-$194K	﹤0.01%	479
2025 Q2	$191K	Buy	1,488 +180	+14%	+$23K	0.02%	375
2025 Q1	$164K	Buy	1,308 +297	+29%	+$37.6K	0.03%	358
2024 Q4	$115K	Sell	1,011 -160	-14%	-$21.3K	0.02%	363
2024 Q3	$148K	Buy	1,171 +858	+274%	+$104K	0.04%	331
2024 Q2	$40.5K	Buy	+313	New	+$41.8K	0.01%	600

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

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

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's STLD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Steel Dynamics (STLD) stake by 33% in Q2 2026, buying an estimated $92.3K and bringing the position to 1,590 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #181.

Thurston Springer Miller Herd & Titak first reported a position in STLD in Q2 2024 and has held it in 9 quarters since. 331 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,590 shares of Steel Dynamics worth $365K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 394 Steel Dynamics shares in Q2 2026, an estimated $92.3K.
Steel Dynamics made up 0.13% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #181 holding.
Thurston Springer Miller Herd & Titak first reported a position in Steel Dynamics in Q2 2024 and has held it in 9 quarters since.
331 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.