SEC 13F Intelligence

Thomist Capital Management, LP / STLD

Thomist Capital Management, LP’s Steel Dynamics Inc Position

Does Thomist Capital Management, LP own Steel Dynamics Inc (STLD)? Yes — 105.3K shares worth $19M (+5.10% of its 13F portfolio) as of Q1 2026, up from 44.8K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
105.3K
% of Portfolio
+5.10%
Quarters Held
5
currently held

Position History STLD

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’24: $35MQ4 ’24Q1 ’25: $7MQ1 ’25Q3 ’25: $6MQ3 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026105.3K$19M+5.10%
Q3 202544.8K$6M+1.23%
Q1 202554.8K$7M+2.68%
Q4 2024305.7K$35M+9.05%
Q3 202318.8K$2M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of STLD.