David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Nucor Corp. (NUE)
← All NUE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,868 0.03 Reduce 24.31% <0.01 $155.14–251.39 · VW $218.84i $315,879 SEC
2025   Q4 2,468 0.04 Add 0.73% <0.01 $155.00–196.90 · VW $176.26i $402,555 SEC
2025   Q3 2,450 0.03 Reduce 9.19% <0.01 $131.32–159.95 · VW $150.25i $331,804 SEC
2025   Q2 2,698 0.04 $129.54 $349,499 SEC
2025   Q1 2,698 0.04 $120.34 $324,677 SEC
2024   Q4 2,698 0.03 $116.71 $314,884 SEC
2024   Q3 2,698 0.05 Buy 0.05 $133.42–170.52 · VW $152.88i $405,617 SEC
Price snapshot:
Current price$233.00
Avg. buy price$150.43
+/- since buy54.89%
52-week low$130.11
52-week high$270.24