Industry deep-dive
Steel
Every super-investor and insider move tracked across 13 tickers in this industry.
Tickers
13
Combined value
$30.74B
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest steel books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $25.15B |
| 2 | Norges Bank Norway SWF | $1.43B |
| 3 | Warren Buffett Berkshire Hathaway | $1.05B |
| 4 | T. Rowe Price | $995M |
| 5 | Wellington Management | $538M |
| 6 | Ken Griffin Citadel Advisors | $285M |
| 7 | AQR Capital Management | $213M |
| 8 | Prem Watsa Fairfax Financial | $198M |
| 9 | D.E. Shaw & Co. | $196M |
| 10 | Izzy Englander Millennium Mgmt | $186M |
| 11 | Two Sigma Investments | $124M |
| 12 | Renaissance Technologies | $83M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | TX | TERNIUM SA | $25.16B |
| 2 | NUE | NUCOR CORP | $2.26B |
| 3 | STLD | STEEL DYNAMICS INC | $1.20B |
| 4 | RS | RELIANCE STEEL & ALUMINUM CO | $1.11B |
| 5 | CLF | CLEVELAND-CLIFFS INC NEW | $735.9M |
| 6 | MT | ARCELORMITTAL SA LUXEMBOURG | $95.6M |
| 7 | GGB | GERDAU SA | $90.5M |
| 8 | MTUS | TIMKENSTEEL CORPORATION | $27.3M |
| 9 | WS | WORTHINGTON STL INC | $25.7M |
| 10 | SID | COMPANHIA SIDERURGICA NACION | $17.5M |
| 11 | PKX | POSCO HOLDINGS INC | $10.9M |
| 12 | NWPX | NORTHWEST PIPE CO | $9.8M |
| 13 | ASTL | ALGOMA STL GROUP INC | $7.2M |