Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Kaiser Aluminum Corp. (KALU)
← All KALU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 29,881 0.58 Reduce 65.00% 1.16 $105.45–150.00 · VW $126.01i $3,600,959 SEC
2025   Q4 85,363 1.78 Reduce 4.66% 0.06 $75.51–119.13 · VW $97.80i $9,804,794 SEC
2025   Q3 89,535 1.32 $78.34 $7,014,172 SEC
2025   Q2 89,535 1.48 Add 12.16% 0.16 $46.81–81.90 · VW $66.34i $7,153,847 SEC
2025   Q1 79,828 0.97 Add 0.26% <0.01 $58.84–77.11 · VW $68.39i $4,839,173 SEC
2024   Q4 79,623 1.08 $70.27 $5,595,108 SEC
2024   Q3 79,623 0.94 $72.52 $5,774,260 SEC
2024   Q2 79,623 1.20 Reduce 28.10% 0.44 $85.26–102.42 · VW $92.50i $6,998,862 SEC
2024   Q1 110,739 1.58 $89.36 $9,895,637 SEC
2023   Q4 110,739 1.29 Add 14.49% 0.16 $53.67–75.26 · VW $63.73i $7,883,509 SEC
2023   Q3 96,721 1.19 $73.33 $7,092,551 SEC
2023   Q2 96,721 1.14 Add 50.39% 0.38 $56.79–75.33 · VW $65.50i $6,929,092 SEC
2023   Q1 64,315 0.82 $74.63 $4,799,828 SEC
2022   Q4 64,315 0.85 $75.96 $4,885,367 SEC
2022   Q3 64,315 0.78 Add 23.30% 0.15 $59.24–84.12 · VW $72.24i $3,946,000 SEC
2022   Q2 52,160 0.73 $79.10 $4,126,000 SEC
2022   Q1 52,160 0.67 $94.17 $4,912,000 SEC
2021   Q4 52,160 0.64 $93.94 $4,900,000 SEC
2021   Q3 52,160 0.76 $108.97 $5,684,000 SEC
2021   Q2 52,160 0.85 $123.50 $6,442,000 SEC
2021   Q1 52,160 0.76 $110.51 $5,764,000 SEC
2020   Q4 52,160 0.72 Reduce 10.18% 0.04 $52.68–100.45 · VW $75.96i $5,159,000 SEC
2020   Q3 58,069 0.43 Add 41.32% 0.13 $50.49–73.82 · VW $62.85i $3,112,000 SEC
2020   Q2 41,089 0.42 Add 18.18% 0.06 $56.82–87.00 · VW $71.95i $3,025,000 SEC
2020   Q1 34,769 0.36 $69.29 $2,409,000 SEC
2019   Q4 34,769 0.38 Reduce 14.82% 0.05 $95.53–117.06 · VW $108.01i $3,856,000 SEC
2019   Q3 40,819 0.36 $98.97 $4,040,000 SEC
2019   Q2 40,819 0.33 $97.63 $3,985,000 SEC
2019   Q1 40,819 0.30 Reduce 34.88% 0.16 $87.26–114.99 · VW $103.49i $3,903,000 SEC
2018   Q4 62,678 0.46 $89.30 $5,597,000 SEC
2018   Q3 62,678 0.39 $109.07 $6,836,000 SEC
2018   Q2 62,678 0.32 $104.12 $6,526,000 SEC
2018   Q1 62,678 0.32 $100.91 $6,325,000 SEC
2017   Q4 62,678 0.32 $106.86 $6,698,000 SEC
2017   Q3 62,678 0.29 Reduce 9.92% 0.03 $88.60–104.02 · VW $96.87i $6,465,000 SEC
2017   Q2 69,578 0.28 Add 13.18% 0.03 $76.73–88.97 · VW $83.83i $6,160,000 SEC
2017   Q1 61,478 0.23 Add 16.48% 0.03 $74.56–86.37 · VW $79.10i $4,912,000 SEC
2016   Q4 52,778 0.19 Add 6.83% 0.01 $69.41–88.68 · VW $78.83i $4,100,000 SEC
2016   Q3 49,405 0.20 Add 2.59% <0.01 $80.44–94.65 · VW $85.35i $4,273,000 SEC
2016   Q2 48,157 0.20 $90.41 $4,354,000 SEC
2016   Q1 48,157 0.16 Reduce 46.65% 0.12 $70.14–85.96 · VW $78.92i $4,071,000 SEC
2015   Q4 90,260 0.25 Reduce 16.12% 0.04 $75.61–88.70 · VW $83.25i $7,551,000 SEC
2015   Q3 107,610 0.24 Add 0.03% <0.01 $77.92–88.92 · VW $83.44i $8,636,000 SEC
2015   Q2 107,583 0.23 $83.08 $8,938,000 SEC
2015   Q1 107,583 0.22 Add 0.03% <0.01 $68.42–78.39 · VW $74.10i $8,272,000 SEC
2014   Q4 107,548 0.21 Reduce 67.95% 0.39 $68.26–76.53 · VW $71.83i $7,682,000 SEC
2014   Q3 335,574 0.57 Reduce 23.13% 0.15 $71.44–81.62 · VW $77.42i $25,577,000 SEC
2014   Q2 436,533 0.65 Reduce 6.74% 0.05 $66.43–74.27 · VW $70.57i $31,810,000 SEC
2014   Q1 468,102 0.69 $71.42 $33,432,000 SEC
2013   Q4 468,102 0.64 Reduce 0.26% <0.01 $62.60–73.47 · VW $67.88i $32,879,000 SEC
2013   Q3 469,302 0.68 Add 8.06% 0.05 $61.74–72.67 · VW $68.01i $33,438,000 SEC
2013   Q2 434,302 0.57 Reduce 2.27% 0.02 $57.67–67.04 · VW $62.64i $26,901,000 SEC
2013   Q1 444,375 0.68 Add 70.31% 0.28 $59.50–65.18 · VW $62.67i $28,729,000 SEC
2012   Q4 260,923 0.44 Reduce 60.38% $55.27–62.25 · VW $59.93i $16,096,000 SEC
2012   Q2 658,643 0.00 Reduce 3.37% 0.03 $45.65–54.94 · VW $50.40i $34,144,000 SEC
2012   Q1 681,614 0.92 Reduce 21.69% 0.27 $46.08–52.81 · VW $48.74i $32,213,000 SEC
2011   Q4 870,394 1.23 Reduce 6.76% 0.09 $40.12–50.28 · VW $45.44i $39,934,000 SEC
2011   Q3 933,458 1.27 Add 14.54% 0.16 $43.54–57.29 · VW $50.72i $41,334,000 SEC
2011   Q2 814,979 1.08 Add 39.84% 0.31 $46.04–55.07 · VW $51.01i $44,514,000 SEC
2011   Q1 582,799 0.63 Add 0.17% <0.01 $45.76–53.65 · VW $48.98i $28,703,000 SEC
2010   Q4 581,799 0.64 Reduce 23.46% 0.18 $42.07–52.00 · VW $47.02i $29,142,000 SEC
2010   Q3 760,098 0.76 Reduce 9.53% 0.07 $33.90–43.23 · VW $39.95i $32,525,000 SEC
2010   Q2 840,179 0.76 Add 0.20% <0.01 $32.91–41.63 · VW $37.80i $29,129,000 SEC
2010   Q1 838,479 0.68 Add 0.18% <0.01 $32.83–44.40 · VW $37.11i $32,340,000 SEC
2009   Q4 836,979 0.75 Reduce 0.02% <0.01 $33.15–43.59 · VW $39.76i $34,835,000 SEC
2009   Q3 837,137 0.65 Add 0.04% <0.01 $29.76–41.65 · VW $34.13i $30,438,000 SEC
2009   Q2 836,837 0.78 Add 0.02% <0.01 $22.19–37.41 · VW $31.10i $30,051,000 SEC
2009   Q1 836,637 0.58 Buy 0.58 $16.36–29.24 · VW $23.36i $19,343,000 SEC
Price snapshot:
Current price$158.28
Avg. buy price$66.18
+/- since buy139.15%
52-week low$70.10
52-week high$195.96