Contrarian Capital Management’s Gerdau GGB Stock Holding History

Contrarian Capital Management’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-94,010	Closed	-$29M	–	35
2019 Q2	$29M	Hold	94,010	–	–	2.76%	10
2019 Q1	$28.9M	Hold	94,010	–	–	2.58%	12
2018 Q4	$28.1M	Sell	94,010 -9,985,990	-99%	-$32.4M	2.62%	12
2018 Q3	$33.7M	Buy	10,080,000 +2,520,000	+33%	+$8.11M	2.96%	13
2018 Q2	$21.2M	Buy	7,560,000 +6,300,000	+500%	+$22M	1.91%	15
2018 Q1	$4.66M	Buy	+1,260,000	New	+$4.62M	0.44%	16
2016 Q3	–	Sell	-3,150	Closed	-$455K	–	37
2016 Q2	$455K	Buy	+3,150	New	+$4.64K	0.31%	26

Other funds holding GGB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Aquamarine Financial George Town $1.37B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Contrarian Capital Management's GGB Position: Q1 2026 in Review

Contrarian Capital Management held its Gerdau (GGB) position steady in Q1 2026 at 19,069,112 shares worth $68.8M. The position accounts for 19.3% of the portfolio, ranked #2.

Contrarian Capital Management first reported a position in GGB in Q2 2016 and has held it in 40 quarters since. The position peaked at $145M in Q1 2022. 194 funds tracked by Wall St. Rank hold GGB as of Q1 2026.

Contrarian Capital Management held 19,069,112 shares of Gerdau worth $68.8M as of Q1 2026.
Contrarian Capital Management left its Gerdau share count unchanged in Q1 2026.
Gerdau made up 19.3% of Contrarian Capital Management's portfolio in Q1 2026, its #2 holding.
Contrarian Capital Management first reported a position in Gerdau in Q2 2016 and has held it in 40 quarters since.
Contrarian Capital Management's Gerdau position peaked at $145M in Q1 2022.
194 funds tracked by Wall St. Rank held Gerdau as of Q1 2026.

Based on Contrarian Capital Management's 13F filing for Q1 2026, filed 15 May 2026.