UBS O'Connor’s US Steel X Stock Holding History

UBS O'Connor’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
2022 Q1	–	Sell	-90,000	Closed	-$3K	–	1054
2021 Q4	$3K	Hold	90,000	–	–	﹤0.01%	935
2021 Q3	$34K	Buy	+90,000	New	+$2.25M	﹤0.01%	899
2019 Q4	–	Sell	-500,000	Closed	-$58K	–	364
2019 Q3	$58K	Sell	500,000 -500,000	-50%	-$6.44M	﹤0.01%	292
2019 Q2	$90K	Buy	+1,000,000	New	+$15.4M	﹤0.01%	226
2016 Q4	–	Sell	-80,700	Closed	-$54K	–	484
2016 Q3	$54K	Sell	80,700 -37,600	-32%	-$776K	﹤0.01%	400
2016 Q2	$153K	Sell	118,300 -1,825,000	-94%	-$30.7M	﹤0.01%	372
2016 Q1	$768K	Buy	+1,943,300	New	+$19.4M	0.01%	377
2014 Q4	–	Sell	-25,000	Closed	-$8K	–	727
2014 Q3	$8K	Buy	+25,000	New	+$876K	﹤0.01%	442

Other funds holding X

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

UBS O'Connor's X Position: Q2 2025 in Review

UBS O'Connor sold out of US Steel (X) in Q2 2025, closing a stake of 1,253,217 shares — an estimated $53M sold.

UBS O'Connor first reported a position in X in Q3 2013 and held it in 9 quarters. The position peaked at $150M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

UBS O'Connor reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 1,253,217 US Steel shares in Q2 2025, an estimated $53M.
UBS O'Connor first reported a position in US Steel in Q3 2013 and held it in 9 quarters.
UBS O'Connor's US Steel position peaked at $150M in Q1 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.