General American Investors’s FerroAtlántica GSM Stock Holding History

General American Investors’s Portfolio GSM Stock Details GSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.63M	Sell	827,591 -80,000	-9%	-$331K	0.16%	70
2026 Q1	$3.74M	Sell	907,591 -50,000	-5%	-$241K	0.25%	59
2025 Q4	$4.44M	Hold	957,591	–	–	0.25%	68
2025 Q3	$4.36M	Hold	957,591	–	–	0.25%	63
2025 Q2	$3.51M	Hold	957,591	–	–	0.23%	62
2025 Q1	$3.55M	Hold	957,591	–	–	0.26%	57
2024 Q4	$3.64M	Hold	957,591	–	–	0.25%	55
2024 Q3	$4.44M	Hold	957,591	–	–	0.31%	56
2024 Q2	$5.13M	Sell	957,591 -100,000	-9%	-$544K	0.36%	60
2024 Q1	$5.27M	Buy	1,057,591 +129,000	+14%	+$666K	0.38%	61
2023 Q4	$6.05M	Hold	928,591	–	–	0.48%	52
2023 Q3	$4.83M	Buy	+928,591	New	+$4.82M	0.43%	53

Other funds holding GSM

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

WTG

West Tower Group Richmond, Virginia $35.6M AUM 53.64% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LCGC

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

General American Investors's GSM Position: Q2 2026 in Review

General American Investors reduced its FerroAtlántica (GSM) stake by 8.8% in Q2 2026, selling an estimated $331K and leaving 827,591 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #70.

General American Investors first reported a position in GSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.05M in Q4 2023. 38 funds tracked by Wall St. Rank hold GSM as of Q2 2026.

General American Investors held 827,591 shares of FerroAtlántica worth $2.63M as of Q2 2026.
General American Investors sold 80,000 FerroAtlántica shares in Q2 2026, an estimated $331K.
FerroAtlántica made up 0.16% of General American Investors's portfolio in Q2 2026, its #70 holding.
General American Investors first reported a position in FerroAtlántica in Q3 2023 and has held it in 12 quarters since.
General American Investors's FerroAtlántica position peaked at $6.05M in Q4 2023.
38 funds tracked by Wall St. Rank held FerroAtlántica as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.