Ryerson Holding CORP (RYZ) 13F Investor Activity Report (Q2 2026)

RYZ ranks #3003 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RYZ is a top-conviction position for Jb Capital Partners LP — at 10.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RYZ belongs to BlackRock, Inc., but the position matters far more to Jb Capital Partners LP, who has 10.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its RYZ position for two straight quarters, increasing it by $40.3M to reach $120.4M today.

Invenomic Capital Management LP has trimmed its RYZ position for two straight quarters, cutting it by $3.9M while still holding $12.5M.

RYZ is up 2.3% today, and institutions have been net buyers of $86.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

RYZ reported a net loss of $32.7M over the trailing twelve months.

• Not yet profitable — net loss of $32.7M over the trailing twelve months
• Revenue grew 31.5% year over year
• Net income declined year over year, from -$14.6M to -$32.7M
• Generated $87.0M in positive operating cash flow
• Current ratio of 1.83x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.18x equity — a highly leveraged balance sheet worth noting