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Disclosery

Thomist Capital Management, LP: NUE position timeline

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

Thomist Capital Management, LP held 0 NUE shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -86,500 shares

    13F-HR 0001420506-26-001081 filed by Thomist Capital 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.

  2. period ended2025-12-31
    13F 86,500 shares
    Change vs previous 13F +68,600 shares

    3.89% of the 13F portfolio, value $14,255,200.

    13F-HR 0001420506-26-000336 filed by Thomist Capital 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 ended2025-09-30
    13F 17,900 shares
    Change vs previous 13F +17,900 shares

    0.76% of the 13F portfolio, value $2,435,832.

    13F-HR 0001420506-25-003334 filed by Thomist Capital 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 -63,518 shares

    13F-HR 0001420506-25-001916 filed by Thomist Capital 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 63,518 shares
    Change vs previous 13F -80,182 shares

    3.26% of the 13F portfolio, value $7,746,020.

    13F-HR 0001420506-25-001091 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 143,700 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $16,674,199.

    13F-HR 0001420506-25-000485 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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