SEC 13F Intelligence

Thompson Siegel & Walmsley LLC / CMC

Thompson Siegel & Walmsley LLC’s Commercial Metals Co Position

Does Thompson Siegel & Walmsley LLC own Commercial Metals Co (CMC)? Yes — 382.3K shares worth $23M (+0.41% of its 13F portfolio) as of Q1 2026, down from 758.9K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
382.3K
% of Portfolio
+0.41%
Quarters Held
8
currently held

Position History CMC

Reported value by quarter
Q2 ’24: $50MQ2 ’24Q3 ’24: $79MQ3 ’24Q4 ’24: $72MQ4 ’24Q1 ’25: $69MQ1 ’25Q2 ’25: $66MQ2 ’25Q3 ’25: $76MQ3 ’25Q4 ’25: $53MQ4 ’25Q1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026382.3K$23M+0.41%
Q4 2025758.9K$53M+0.88%
Q3 20251.32M$76M+1.22%
Q2 20251.35M$66M+1.10%
Q1 20251.50M$69M+1.16%
Q4 20241.45M$72M+1.12%
Q3 20241.44M$79M+1.18%
Q2 2024911.7K$50M+0.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thompson Siegel & Walmsley LLC’s full portfolio or all institutional holders of CMC.