AA

Alcoa Corp

3 super-investor ownerscombined $154Mlargest position 3.4%

3 super-investors hold AA worth a combined $154M. The largest position: Stanley Druckenmiller at 3.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 45 — ranked #75 of 724 scored stocks.

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Why super-investors own AA

AA draws only narrow interest from the tracked cohort, with three holders accounting for $154M in combined exposure as of 2026Q1. Stanley Druckenmiller is the clear conviction owner, with a 3.4% portfolio weight and $99M position making him the dominant voice here; Joel Greenblatt holds $55M but at a negligible portfolio weight, suggesting a more mechanical or diversified-strategy allocation. Polen Capital holds a token position. Activity was entirely flat this quarter — no new entrants, no adds, no trims, no exits — and the owner-count history shows the cohort only began touching AA two quarters ago, stabilizing at one meaningful holder since. Interest is neither rising nor fading; it remains thin and static.

AI-synthesized from 13F filings. Not investment advice.