Position
Fidelity in Nucor Corp
Back to the book · All holders of NUE
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $120M$169.10 → $222.75
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.88M | $305.8M | — | — | — | 0.0% |
| Q1 2026 | 2.24M | $378.3M | $169.10 | $11.2M | $61.2M | 0.0% |
| Q2 2026 | 2.97M | $662.6M | $222.75 | $120M | $164.3M | 0.0% |