Sector: commodities
Conviction from: Citrini
52-week range: 7.7316.70
The largest flat-rolled steel producer in North America and a major supplier of iron ore, serving the automotive and other manufacturing markets.
5 tracked filer(s) hold this · 0 opened, 3 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 66 — mean of 5 scored holder(s) · buyers (new/add) avg 76. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Stanley Druckenmiller / Duquesne | 95 | Added +82% | 4,216,184 | $39,590 | 0.8% |
| Steve Cohen / Point72 | 76 | Added +10% | 3,819,881 | $35,868,683 | 0.0% |
| Bridgewater | 56 | Added +61% | 257,190 | $2,415,014 | 0.0% |
| Ancora | 40 | Trimmed -38% | 61,981 | $582,002 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -82% | 668,832 | $6,280,332 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
16 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2024-05-13 | Thomas H Tuberville senate | SELL | $100,001 - $250,000 | PTR |
| 2024-05-13 | Thomas H Tuberville senate | SELL | $100,001 - $250,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | SELL | $1,001 - $15,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | SELL | $50,001 - $100,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | SELL | $50,001 - $100,000 | PTR |
| 2024-05-10 | Thomas H Tuberville senate | SELL | $100,001 - $250,000 | PTR |
| 2024-05-07 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
| 2024-05-07 | Thomas H Tuberville senate | BUY | $1,001 - $15,000 | PTR |
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 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 components
Power Electronics
$AEIS - power control electronics
$VICR - power delivery
Capacitor Bank…” post →
All 1 tweet(s) mentioning this ticker
| 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 |