Old West Investment Management’s FerroAtlántica GSM Stock Holding History

Old West Investment Management’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	$13.4M	Buy	4,201,296 +274,677	+7%	+$1.14M	1.42%	26
2026 Q1	$16.2M	Buy	3,926,619 +127,838	+3%	+$616K	1.75%	21
2025 Q4	$17.6M	Buy	3,798,781 +560,867	+17%	+$2.59M	3.15%	10
2025 Q3	$14.7M	Buy	3,237,914 +146,395	+5%	+$627K	3.38%	10
2025 Q2	$11.3M	Sell	3,091,519 -344,413	-10%	-$1.26M	3.74%	10
2025 Q1	$12.7M	Buy	3,435,932 +1,270,625	+59%	+$4.9M	4.6%	4
2024 Q4	$8.23M	Sell	2,165,307 -743,194	-26%	-$3.19M	3.33%	13
2024 Q3	$13.5M	Buy	2,908,501 +1,781,024	+158%	+$8.62M	5.22%	3
2024 Q2	$6.04M	Buy	1,127,477 +1,012,477	+880%	+$5.51M	2.67%	16
2024 Q1	$573K	Buy	+115,000	New	+$594K	0.29%	40

Other funds holding GSM

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

DSC

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Grizzlyrock Capital Chicago, Illinois $143M AUM 6.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Old West Investment Management's GSM Position: Q2 2026 in Review

Old West Investment Management increased its FerroAtlántica (GSM) stake by 7% in Q2 2026, buying an estimated $1.14M and bringing the position to 4,201,296 shares worth $13.4M. The position accounts for 1.42% of the portfolio, ranked #26.

Old West Investment Management first reported a position in GSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.6M in Q4 2025. 177 funds tracked by Wall St. Rank hold GSM as of Q2 2026.

Old West Investment Management held 4,201,296 shares of FerroAtlántica worth $13.4M as of Q2 2026.
Old West Investment Management bought 274,677 FerroAtlántica shares in Q2 2026, an estimated $1.14M.
FerroAtlántica made up 1.42% of Old West Investment Management's portfolio in Q2 2026, its #26 holding.
Old West Investment Management first reported a position in FerroAtlántica in Q1 2024 and has held it in 10 quarters since.
Old West Investment Management's FerroAtlántica position peaked at $17.6M in Q4 2025.
177 funds tracked by Wall St. Rank held FerroAtlántica as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.