Navi International’s Gerdau GGB Stock Holding History

Navi International’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
2026 Q2	$2.22M	Hold	550,000	–	–	1.5%	9
2026 Q1	$1.99M	Hold	550,000	–	–	0.89%	9
2025 Q4	$2.03M	Buy	+550,000	New	+$1.92M	0.99%	13

Other funds holding GGB

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Navi International's GGB Position: Q2 2026 in Review

Navi International held its Gerdau (GGB) position steady in Q2 2026 at 550,000 shares worth $2.22M. The position accounts for 1.5% of the portfolio, ranked #9.

Navi International first reported a position in GGB in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold GGB as of Q2 2026.

Navi International held 550,000 shares of Gerdau worth $2.22M as of Q2 2026.
Navi International left its Gerdau share count unchanged in Q2 2026.
Gerdau made up 1.5% of Navi International's portfolio in Q2 2026, its #9 holding.
Navi International first reported a position in Gerdau in Q4 2025 and has held it in 3 quarters since.
212 funds tracked by Wall St. Rank held Gerdau as of Q2 2026.

Based on Navi International's 13F filing for Q2 2026, filed 14 Aug 2026.