KALU
Kaiser Aluminum Corp
3 super-investors hold KALU worth a combined $18M. The largest position: Third Avenue Management at 0.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #621 of 724 scored stocks.
Why super-investors own KALU
Interest in KALU within this cohort is minimal and shows no sign of broadening — ownership has held flat at just one or two names across eight consecutive quarters, and now sits at three only because First Eagle and Greenblatt carry negligible positions (both round to 0.0% of portfolio). Third Avenue Management is the only holder with any real conviction at 0.6% of its portfolio, and even that is fading: Third Avenue trimmed its position this quarter. Combined cohort exposure is just $18M, with no new entrants and no additions in 2026Q1. The overall picture is one of quiet, declining engagement rather than accumulated thesis-building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | <0.1% | 12q | $13M | 110,761 |
| 2 | Third Avenue Management | 0.6% | 40q | $4M | 29,881 |
| 3 | Joel Greenblatt | 0.0% | 38q | $683K | 5,664 |
Owners of KALU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 0.6% | -65% | $4M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 483007704. Not investment advice.