The largest flat-rolled steel producer in North America and a major supplier of iron ore, serving the automotive and other manufacturing markets.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Stanley Druckenmiller / Duquesne | 91 | Added +33% | 2,313,455 | $19,549 | 0.6% |
| Bridgewater | 55 | Added +251% | 159,467 | $1,347,496 | 0.0% |
“Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Bank…” post →
| Date | Tweet |
|---|---|
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid co… → · 1649 likes · 956,752 views |
| Report | Date | Stance |
|---|---|---|
| #122 — Flash Note: Defense Production Act | 2026-04-27 | LONG |
| #116 — Atoms vs Bits: What Can't You Prompt Your Way Out Of? | 2026-02-11 | WATCH |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.