Commercial Metals Company
MX ˙ BMV ˙ US2017231034
SecurityMX:CMC1 / Commercial Metals Company
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership3,361,424 shares
Latest Disclosed Value $ 206,522,515
Geode Capital Management, Llc reports 14.85% increase in ownership of CMC1 / Commercial Metals Company

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 3,361,424 shares of Commercial Metals Company (MX:CMC1) valued at $206,522,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,926,864 shares of Commercial Metals Company. This represents a change in shares of 14.85% 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)
2026-05-15 2026-03-31 13F COMMERCIAL METALS COM 201723103 3,361,424 434,560 14.85 206,523 1.92 0.0069
2026-02-09 2025-12-31 13F COMMERCIAL METALS COM 201723103 2,926,864 86,749 3.05 202,626 24.54 0.0125
2025-11-12 2025-09-30 13F COMMERCIAL METALS COM 201723103 2,840,115 -99,448 -3.38 162,704 13.15 0.0104
2025-08-08 2025-06-30 13F COMMERCIAL METALS COM 201723103 2,939,563 3,466 0.12 143,790 6.42 0.0101
2025-05-13 2025-03-31 13F COMMERCIAL METALS COM 201723103 2,936,097 140,958 5.04 135,118 -2.56 0.0106
2025-02-12 2024-12-31 13F COMMERCIAL METALS COM 201723103 2,795,139 -44,462 -1.57 138,668 -11.16 0.0107
2024-11-12 2024-09-30 13F COMMERCIAL METALS COM 201723103 2,839,601 28,019 1.00 156,093 0.94 0.0126
2024-08-09 2024-06-30 13F COMMERCIAL METALS COM 201723103 2,811,582 110,696 4.10 154,637 -2.59 0.0136
2024-05-13 2024-03-31 13F COMMERCIAL METALS COM 201723103 2,700,886 99,507 3.83 158,753 21.94 0.0147
2024-02-13 2023-12-31 13F COMMERCIAL METALS COM 201723103 2,601,379 119,355 4.81 130,188 6.14 0.0136
2023-11-13 2023-09-30 13F COMMERCIAL METALS COM 201723103 2,482,024 118,793 5.03 122,652 -1.44 0.0146
2023-08-11 2023-06-30 13F COMMERCIAL METALS COM 201723103 2,363,231 107,793 4.78 124,448 12.84 0.0146
2023-05-15 2023-03-31 13F COMMERCIAL METALS COM 201723103 2,255,438 75,156 3.45 110,291 104,938.10 0.0143
2023-02-13 2022-12-31 13F COMMERCIAL METALS COM 201723103 2,180,282 -27,975 -1.27 105 -99.87 0.0148
2022-11-14 2022-09-30 13F COMMERCIAL METALS COM 201723103 2,208,257 24,260 1.11 78,348 8.38 0.0119
2022-08-12 2022-06-30 13F COMMERCIAL METALS COM 201723103 2,183,997 -9,799 -0.45 72,290 -20.83 0.0106
2022-05-13 2022-03-31 13F COMMERCIAL METALS COM 201723103 2,193,796 2,320 0.11 91,305 14.81 0.0114
2022-02-11 2021-12-31 13F COMMERCIAL METALS COM 201723103 2,191,476 78,852 3.73 79,528 23.59 0.0096
2021-11-12 2021-09-30 13F COMMERCIAL METALS COM 201723103 2,112,624 -42,776 -1.98 64,350 -2.81 0.0087
2021-08-13 2021-06-30 13F COMMERCIAL METALS COM 201723103 2,155,400 76,303 3.67 66,213 3.27 0.0091
2021-05-12 2021-03-31 13F COMMERCIAL METALS COM 201723103 2,079,097 154,356 8.02 64,119 62.19 0.0098
2021-02-12 2020-12-31 13F COMMERCIAL METALS COM 201723103 1,924,741 128,286 7.14 39,533 10.14 0.0066
2020-11-13 2020-09-30 13F COMMERCIAL METALS COM 201723103 1,796,455 -64,971 -3.49 35,893 -5.48 0.0070
2020-08-13 2020-06-30 13F COMMERCIAL METALS COM 201723103 1,861,426 55,941 3.10 37,972 33.20 0.0081
2020-05-14 2020-03-31 13F COMMERCIAL METALS COM 201723103 1,805,485 254,529 16.41 28,508 -17.46 0.0074
2020-02-20 2019-12-31 13F/A-1 COMMERCIAL METALS COM 201723103 1,550,956 38,755 2.56 34,539 31.42 0.0072
2020-02-13 2019-12-31 13F COMMERCIAL METALS COM 201723103 1,550,956 38,755 34,539 4,401.6927
2019-11-12 2019-09-30 13F COMMERCIAL METALS COM 201723103 1,512,201 45,363 3.09 26,282 0.38 0.0061
2019-08-14 2019-06-30 13F COMMERCIAL METALS COM 201723103 1,466,838 97,891 7.15 26,183 11.98 0.0063
2019-05-14 2019-03-31 13F COMMERCIAL METALS COM 201723103 1,368,947 138,424 11.25 23,381 18.61 0.0061
2019-03-06 2018-12-31 13F/A-1 COMMERCIAL METALS COM 201723103 1,230,523 78,031 6.77 19,712 -16.65 0.0061
2019-02-13 2018-12-31 13F COMMERCIAL METALS COM 201723103 1,230,523 78,031 19,712
2018-11-13 2018-09-30 13F COMMERCIAL METALS COM 201723103 1,152,492 74,072 6.87 23,649 3.88 0.0067
2018-08-14 2018-06-30 13F COMMERCIAL METALS COM 201723103 1,078,420 100,695 10.30 22,765 13.80 0.0070
2018-05-15 2018-03-31 13F COMMERCIAL METALS COM 201723103 977,725 39,118 4.17 20,004 -0.03 0.0065
2018-02-13 2017-12-31 13F COMMERCIAL METALS COM 201723103 938,607 7,191 0.77 20,011 12.90 0.0068
2017-11-14 2017-09-30 13F COMMERCIAL METALS COM 201723103 931,416 19,048 2.09 17,724 -0.02 0.0065
2017-08-14 2017-06-30 13F COMMERCIAL METALS COM 201723103 912,368 -24,246 -2.59 17,727 -1.06 0.0070
2017-06-21 2017-03-31 13F/A-1 COMMERCIAL METALS CO COM COM 201723103 936,614 -229,219 -19.66 17,917 -29.44 0.0073
2017-05-12 2017-03-31 13F COMMERCIAL METALS CO COM COM 201723103 936,614 17,917
2017-02-14 2016-12-31 13F COMMERCIAL METALS CO COM COM 201723103 1,165,833 124,717 11.98 25,391 50.64 0.0118
2016-11-10 2016-09-30 13F COMMERCIAL METALS CO COM COM 201723103 1,041,116 19,786 1.94 16,855 -2.35 0.0085
2016-08-12 2016-06-30 13F COMMERCIAL METALS CO COM COM 201723103 1,021,330 104,024 11.34 17,260 10.88 0.0094
2016-05-13 2016-03-31 13F COMMERCIAL METALS CO COM COM 201723103 917,306 162,963 21.60 15,566 50.75 0.0083
2016-02-12 2015-12-31 13F COMMERCIAL METALS CO COM COM 201723103 754,343 58,539 8.41 10,326 9.52 0.0059
2015-11-13 2015-09-30 13F COMMERCIAL METALS CO COM COM 201723103 695,804 -78,563 -10.15 9,428 -24.27 0.0057
2015-08-14 2015-06-30 13F COMMERCIAL METALS CO COM COM 201723103 774,367 106,490 15.94 12,450 15.15 0.0071
2015-05-14 2015-03-31 13F COMMERCIAL METALS CO COM COM 201723103 667,877 49,269 7.96 10,812 7.29 0.0062
2015-02-12 2014-12-31 13F COMMERCIAL METALS CO COM COM 201723103 618,608 4,617 0.75 10,077 -3.85 0.0060
2014-11-14 2014-09-30 13F COMMERCIAL METALS CO COM COM 201723103 613,991 41,422 7.23 10,480 5.74 0.0068
2014-08-13 2014-06-30 13F COMMERCIAL METALS CO COM COM 201723103 572,569 -40,308 -6.58 9,911 -14.35 0.0064
2014-05-14 2014-03-31 13F COMMERCIAL METALS CO COM COM 201723103 612,877 16,950 2.84 11,571 -4.49 0.0078
2014-02-14 2013-12-31 13F COMMERCIAL METALS CO COM COM 201723103 595,927 63,143 11.85 12,115 34.15 0.0084
2013-11-14 2013-09-30 13F COMMERCIAL METALS CO COM COM 201723103 532,784 42,094 8.58 9,031 24.62 0.0072
2013-08-14 2013-06-30 13F COMMERCIAL METALS CO COM COM 201723103 490,690 490,690 7,247 0.0064
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.