ALM
Almonty Industries Inc
2 super-investors hold ALM worth a combined $26M. The largest position: Stanley Druckenmiller at 0.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #310 of 724 scored stocks.
Why super-investors own ALM
Interest in ALM within this cohort is narrow and stable, with just two holders — Stanley Druckenmiller (0.2% of portfolio, ~$7M) and Joel Greenblatt (~$19M, a negligible slice of his portfolio) — carrying a combined $26M position. The cohort count has held at one-to-two owners over the past eight quarters, and 2026Q1 saw zero new positions, additions, trims, or exits, suggesting both holders are in a quiet hold phase. At a maximum portfolio concentration of 0.2%, even the highest-conviction owner here is treating ALM as a modest, speculative allocation rather than a core holding. Overall cohort interest shows no signs of building momentum.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 2q | $19M | 1,327,650 |
| 2 | Stanley Druckenmiller | 0.2% | 2q | $7M | 469,880 |
Owners of ALM also hold
Long US equity 13F-HR filings only. CUSIP 020398707. Not investment advice.