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Disclosery

Merewether Investment Management, LP: NUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merewether Investment Management, LP on NUE, newest first. How the timeline and the estimate are built.

Merewether Investment Management, LP held 129,793 NUE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,793 shares
    Change vs previous 13F -163,321 shares

    0.54% of the 13F portfolio, value $28,911,391.

    13F-HR 0001420506-26-001816 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 293,114 shares
    Change vs previous 13F +89,214 shares

    0.96% of the 13F portfolio, value $49,565,577.

    13F-HR 0001420506-26-001143 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 203,900 shares
    Change vs previous 13F +203,900 shares

    0.76% of the 13F portfolio, value $33,258,129.

    13F-HR 0001420506-26-000568 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -265,694 shares

    13F-HR 0001420506-25-002162 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 265,694 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $31,973,616.

    13F-HR 0001420506-25-001282 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).