SEC 13F Intelligence

Karani Asset Management LLC / STLD

Karani Asset Management LLC’s Steel Dynamics Inc Position

Does Karani Asset Management LLC own Steel Dynamics Inc (STLD)? Yes — 23.1K shares worth $4M (+3.41% of its 13F portfolio) as of Q1 2026, down from 25.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
23.1K
% of Portfolio
+3.41%
Quarters Held
7
currently held

Position History STLD

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.1K$4M+3.41%
Q4 202525.8K$4M+3.58%
Q3 202526.6K$4M+2.97%
Q2 202522.2K$3M+2.75%
Q1 202523.5K$3M+3.11%
Q4 202423.5K$3M+2.50%
Q3 202314.4K$2M+2.22%

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