Telemark Asset Management’s Almonty Industries ALM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.9M Hold
1,200,000
1.44% 27
2026
Q1
$17.4M Sell
1,200,000
-100,000
-8% -$1.43M 1.61% 21
2025
Q4
$11.5M Hold
1,300,000
1.14% 32
2025
Q3
$7.84M Buy
+1,300,000
New +$5.91M 0.74% 40

Other funds holding ALM

Telemark Asset Management's ALM Position: Q2 2026 in Review

Telemark Asset Management held its Almonty Industries (ALM) position steady in Q2 2026 at 1,200,000 shares worth $19.9M. The position accounts for 1.44% of the portfolio, ranked #27.

Telemark Asset Management first reported a position in ALM in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold ALM as of Q2 2026.

  • Telemark Asset Management held 1,200,000 shares of Almonty Industries worth $19.9M as of Q2 2026.
  • Telemark Asset Management left its Almonty Industries share count unchanged in Q2 2026.
  • Almonty Industries made up 1.44% of Telemark Asset Management's portfolio in Q2 2026, its #27 holding.
  • Telemark Asset Management first reported a position in Almonty Industries in Q3 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Almonty Industries as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.