NUE
Nucor Corp
4 of the 83 super-investors we track hold NUE, worth a combined $470M per their latest 13F filings. The largest position: Warren Buffett at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 24 of 100 (how strongly the cohort backs it) — ranked #572 of 742 stocks. The stock is up 6.2x since a tracked investor first held it at conviction size (Q2 2016 or earlier).
Held through it: Hillman Capital Management (6q straight), Stanley Druckenmiller (4q straight), David Tepper (2q straight). All multibaggers the cohort held →
Why super-investors own NUE
NUE is held by 4 super-investors in our cohort, with a combined position value of $470M. The highest-conviction owner is Warren Buffett at 0.1% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 0.1% | 6q | $414M | 1,857,752 |
| 2 | Joel Greenblatt | <0.1% | 37q | $55M | 246,312 |
| 3 | Dodge & Cox Funds | <0.1% | 40q | $1M | 6,200 |
| 4 | David Katz | <0.1% | 8q | $305K | 1,368 |
Owners of NUE also hold
Congress is trading NUE
Congress tracker →- Rob Bresnahansold$1,001 - $15,000 · 2025-05-15
- Jefferson Shrevesold$15,001 - $50,000 · 2025-03-31
- Jefferson Shrevebought$15,001 - $50,000 · 2025-03-05
- Julia Letlowbought$1,001 - $15,000 · 2024-10-23 · late
- Gary C Peterssold$50,001 - $100,000 · 2023-03-13
- Virginia Foxxbought$50,001 - $100,000 · 2022-09-14
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | TRIM | 0.1% | -52% | $414M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 670346105. Not investment advice.