NUE β€” NUCOR CORP COM

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  54 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in NUCOR CORP COM (NUE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.34% (2006 Q2)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2000 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
54

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— NUE AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +15.6% annually on this NUE position. Timing score: 54% (28/52 decisions correct). Average cost basis: $35.42. Maximum drawdown during holding period: –43.1%.

πŸ“ˆ Position Alpha vs SPY
+15.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 15.6% per year on this position.
52 quarters analyzed

⏱️ Timing Score
54%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
28 of 52 add/trim decisions correct

πŸ’° Entry Quality
$35.42
+281.1% vs current ($134.97)

Best entry: $5.03 (2002 Q3)  Β·  Worst: $168.76 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–43.1%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

30 adds Β· 24 trims. Bought during 10 of 18 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NUE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,300 -134,100 -94.8% 0.00% $989K $134.97
2024 Q3 ADDED 141,400 +131,700 +1357.7% 0.03% $21.3M $147.23
2024 Q2 ADDED 9,700 +400 +4.3% 0.00% $1.5M $154.25
2024 Q1 REDUCED 9,300 -113,400 -92.4% 0.00% $1.8M $192.43
2023 Q4 ADDED 122,700 +49,400 +67.4% 0.03% $21.4M $168.76
2022 Q2 ADDED 73,300 +26,900 +58.0% 0.01% $7.7M $99.10
2021 Q3 ADDED 46,400 +23,600 +103.5% 0.01% $4.6M $92.34
2020 Q4 REDUCED 22,800 -195,900 -89.6% 0.00% $1.2M $49.20
2020 Q3 REDUCED 218,700 -400,480 -64.7% 0.01% $9.8M $41.18
2020 Q2 ADDED 619,180 +127,828 +26.0% 0.02% $25.6M $37.68
44 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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