What smart money is saying about Nucor Corporation
NUE
No fund has written a full thesis on Nucor Corporation in our archive, but 3 fund letters report a position in it — most recently JAG Capital Management Enhanced Core Fixed Income in September 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Nucor Corporation, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- September 2026
“Nucor Corporation (NUE) 5.10% due 6/1/2035 (A3/A-) underperformed almost entirely due to its long duration, as company fundamentals continued to strengthen.”
Nucor Corporation - September 2026
“Nucor Corporation (NUE) 5.10% due 6/1/2035 (A3/A-) underperformed almost entirely due to its long duration, as company fundamentals continued to strengthen.”
Nucor Corporation - June 2026
“There were bright spots among our holdings, though, with a number of sectors contributing to relative performance. Within materials, Nucor is one of our few holdings that is benefitting from data center buildouts, which are driving strong demand for steel and steel-related products.”
Nucor Corporation
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