Commercial Metals Company
MX ˙ BMV ˙ US2017231034
SecurityMX:CMC1 / Commercial Metals Company
InstitutionFuller & Thaler Asset Management, Inc.
Latest Disclosed Ownership2,975,302 shares
Latest Disclosed Value $ 182,772,780
Fuller & Thaler Asset Management, Inc. reports 22.07% decrease in ownership of CMC1 / Commercial Metals Company

On May 14, 2026 - Fuller & Thaler Asset Management, Inc. filed a 13F-HR form disclosing ownership of 2,975,302 shares of Commercial Metals Company (MX:CMC1) valued at $182,772,780 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 18, 2026 disclosing 3,817,829 shares of Commercial Metals Company. This represents a change in shares of -22.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F COMMERCIAL METALS COM 201723103 2,975,302 -842,527 -22.07 182,773 -30.84 0.6154
2026-02-18 2025-12-31 13F/A-1 Commercial Metals Com 201723103 3,817,829 -351,059 -8.42 264,270 10.67 0.8927
2026-02-12 2025-12-31 13F Commercial Metals Com 201723103 3,817,829 -351,059 264,270 0.9080
2025-11-13 2025-09-30 13F COMMERCIAL METALS COM 201723103 4,168,888 -104,084 -2.44 238,794 14.26 0.8116
2025-08-14 2025-06-30 13F Commercial Metals Com 201723103 4,272,972 111,680 2.68 208,991 9.16 0.7624
2025-05-13 2025-03-31 13F Commercial Metals Com 201723103 4,161,292 539,309 14.89 191,461 6.57 0.7436
2025-02-14 2024-12-31 13F Commercial Metals Com 201723103 3,621,983 -520,052 -12.56 179,650 -21.08 0.6803
2024-11-13 2024-09-30 13F Commercial Metals Com 201723103 4,142,035 -530,999 -11.36 227,646 -11.41 0.8937
2024-08-09 2024-06-30 13F Commercial Metals Com 201723103 4,673,034 449,352 10.64 256,970 3.52 1.1003
2024-05-13 2024-03-31 13F Commercial Metals Com 201723103 4,223,682 588,093 16.18 248,226 36.44 1.0828
2024-02-13 2023-12-31 13F Commercial Metals Com 201723103 3,635,589 1,129,342 45.06 181,925 46.91 0.9216
2023-11-13 2023-09-30 13F Commercial Metals Com 201723103 2,506,247 527,709 26.67 123,834 18.85 0.7121
2023-08-14 2023-06-30 13F Commercial Metals Com 201723103 1,978,538 22,994 1.18 104,190 8.95 0.5919
2023-05-15 2023-03-31 13F Commercial Metals Com 201723103 1,955,544 812,697 71.11 95,626 173,765.45 0.5514
2023-02-13 2022-12-31 13F Commercial Metals Com 201723103 1,142,847 -262,732 -18.69 55 -99.89 0.3504
2022-11-14 2022-09-30 13F Commercial Metals Com 201723103 1,405,579 -138,825 -8.99 49,870 -2.45 0.3590
2022-08-12 2022-06-30 13F Commercial Metals Com 201723103 1,544,404 -230,393 -12.98 51,120 -30.79 0.3519
2022-05-13 2022-03-31 13F Commercial Metals Com 201723103 1,774,797 -606,848 -25.48 73,867 -14.54 0.4383
2022-02-09 2021-12-31 13F Commercial Metals Com 201723103 2,381,645 -649,142 -21.42 86,430 -6.38 0.5025
2021-11-10 2021-09-30 13F Commercial Metals Com 201723103 3,030,787 -665,582 -18.01 92,318 -18.70 0.5956
2021-08-13 2021-06-30 13F Commercial Metals Com 201723103 3,696,369 -159,487 -4.14 113,552 -4.51 0.7366
2021-05-13 2021-03-31 13F Commercial Metals Com 201723103 3,855,856 239,493 6.62 118,915 60.09 0.8352
2021-02-11 2020-12-31 13F Commercial Metals Com 201723103 3,616,363 910,332 33.64 74,280 37.39 0.6874
2020-11-09 2020-09-30 13F Commercial Metals Com 201723103 2,706,031 -117,155 -4.15 54,066 -6.12 0.6844
2020-08-13 2020-06-30 13F Commercial Metals Com 201723103 2,823,186 464,900 19.71 57,593 54.67 0.7554
2020-05-06 2020-03-31 13F Commercial Metals Com 201723103 2,358,286 489,987 26.23 37,237 -10.50 0.6279
2020-02-14 2019-12-31 13F Commercial Metals Com 201723103 1,868,299 -2,269,206 -54.84 41,607 -42.14 0.4643
2019-11-13 2019-09-30 13F Commercial Metals Com 201723103 4,137,505 -1,339,220 -24.45 71,910 -26.44 0.8517
2019-08-13 2019-06-30 13F Commercial Metals Com 201723103 5,476,725 1,318,655 31.71 97,760 37.65 1.1384
2019-05-14 2019-03-31 13F Commercial Metals Com 201723103 4,158,070 523,993 14.42 71,020 21.99 0.8992
2019-02-14 2018-12-31 13F Commercial Metals Com 201723103 3,634,077 -513,068 -12.37 58,218 -31.59 0.8383
2018-11-13 2018-09-30 13F Commercial Metals Com 201723103 4,147,145 -97,336 -2.29 85,099 -5.02 0.8795
2018-08-07 2018-06-30 13F Commercial Metals Com 201723103 4,244,481 350,990 9.01 89,601 12.48 0.9691
2018-05-14 2018-03-31 13F Commercial Metals Com 201723103 3,893,491 96,235 2.53 79,661 -1.60 0.9337
2018-02-14 2017-12-31 13F/A-1 Commercial Metals Com 201723103 3,797,256 -674,079 -15.08 80,957 -4.86 0.9737
2018-02-12 2017-12-31 13F Commercial Metals Com 201723103 3,796,151 -675,184 80,934
2017-11-08 2017-09-30 13F Commercial Metals Com 201723103 4,471,335 35,385 0.80 85,090 -1.28 1.0410
2017-08-11 2017-06-30 13F Commercial Metals Com 201723103 4,435,950 723,277 19.48 86,191 21.36 1.1292
2017-05-15 2017-03-31 13F Commercial Metals Com 201723103 3,712,673 1,306,633 54.31 71,023 35.53 0.9687
2017-02-14 2016-12-31 13F/A-1 Commercial Metals Com 201723103 2,406,040 -2,080,445 -46.37 52,404 -27.85 0.7899
2017-02-07 2016-12-31 13F Commercial Metals Com 201723103 2,404,051 52,360
2016-11-14 2016-09-30 13F Commercial Metals Com 201723103 4,486,485 -43,340 -0.96 72,636 -5.12 1.1992
2016-08-05 2016-06-30 13F Commercial Metals Com 201723103 4,529,825 -865,238 -16.04 76,554 -16.38 1.3109
2016-05-12 2016-03-31 13F Commercial Metals Com 201723103 5,395,063 -240,227 -4.26 91,554 18.67 1.7779
2016-02-12 2015-12-31 13F Commercial Metals Com 201723103 5,635,290 1,379,436 32.41 77,147 33.78 1.6492
2015-11-12 2015-09-30 13F Commercial Metals Com 201723103 4,255,854 726,323 20.58 57,667 1.61 1.4915
2015-08-17 2015-06-30 13F Commercial Metals Com 201723103 3,529,531 664,601 23.20 56,755 22.36 1.6038
2015-05-14 2015-03-31 13F Commercial Metals Com 201723103 2,864,930 913,445 46.81 46,383 45.90 1.4801
2015-02-12 2014-12-31 13F Commercial Metals Com 201723103 1,951,485 429,344 28.21 31,790 22.35 1.1454
2014-11-14 2014-09-30 13F Commercial Metals Com 201723103 1,522,141 221,741 17.05 25,983 15.43 1.1147
2014-08-14 2014-06-30 13F Commercial Metals Com 201723103 1,300,400 310,300 31.34 22,510 20.42 0.9536
2014-05-13 2014-03-31 13F Commercial Metals Com 201723103 990,100 254,800 34.65 18,693 25.05 0.9004
2014-02-13 2013-12-31 13F Commercial Metals Com 201723103 735,300 58,300 8.61 14,949 30.27 0.8217
2013-11-12 2013-09-30 13F Commercial Metals Com 201723103 677,000 113,100 20.06 11,475 37.77 0.6853
2013-08-13 2013-06-30 13F/A-1 Commercial Metals Com 201723103 563,900 563,900 8,329 0.5843
2013-08-13 2013-06-30 13F Commercial Metals Com 201723103 563,900 8,328,803 0.7587
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.