Westchester Capital Management (New York)’s US Steel X Stock Holding History

Westchester Capital Management (New York)’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 Q1	–	Sell	-100,000	Closed	-$3.4M	–	183
2024 Q4	$3.4M	Buy	+100,000	New	+$3.69M	0.18%	73
2024 Q1	–	Sell	-973,500	Closed	-$47.4M	–	257
2023 Q4	$47.4M	Sell	973,500 -973,500	-50%	-$35.4M	1.66%	16
2023 Q3	$63.2M	Buy	+1,947,000	New	+$54.6M	1.85%	12

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $18.1B AUM 24.69% 1-Year Est. Return

Westchester Capital Management (New York)'s X Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of US Steel (X) in Q2 2025, closing a stake of 1,632,555 shares — an estimated $69M sold.

Westchester Capital Management (New York) first reported a position in X in Q3 2023 and held it in 7 quarters. The position peaked at $116M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Westchester Capital Management (New York) reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,632,555 US Steel shares in Q2 2025, an estimated $69M.
Westchester Capital Management (New York) first reported a position in US Steel in Q3 2023 and held it in 7 quarters.
Westchester Capital Management (New York)'s US Steel position peaked at $116M in Q1 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.