Oliver Luxxe Assets’s Kaiser Aluminum KALU Stock Holding History

Oliver Luxxe Assets’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Sell	13,231 -8,306	-39%	-$1.41M	0.38%	83
2026 Q1	$2.6M	Buy	+21,537	New	+$2.73M	0.39%	99
2021 Q3	–	Sell	-2,107	Closed	-$260K	–	207
2021 Q2	$260K	Buy	+2,107	New	+$263K	0.07%	173

Other funds holding KALU

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Oliver Luxxe Assets's KALU Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Kaiser Aluminum (KALU) stake by 39% in Q2 2026, selling an estimated $1.41M and leaving 13,231 shares worth $2.59M. The position accounts for 0.38% of the portfolio, ranked #83.

Oliver Luxxe Assets first reported a position in KALU in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.6M in Q1 2026. 33 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

Oliver Luxxe Assets held 13,231 shares of Kaiser Aluminum worth $2.59M as of Q2 2026.
Oliver Luxxe Assets sold 8,306 Kaiser Aluminum shares in Q2 2026, an estimated $1.41M.
Kaiser Aluminum made up 0.38% of Oliver Luxxe Assets's portfolio in Q2 2026, its #83 holding.
Oliver Luxxe Assets first reported a position in Kaiser Aluminum in Q2 2021 and has held it in 3 quarters since.
Oliver Luxxe Assets's Kaiser Aluminum position peaked at $2.6M in Q1 2026.
33 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.