Thomist Capital Management’s FerroAtlántica GSM Stock Holding History

Thomist Capital 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	$2.93M	Sell	922,217 -161,547	-15%	-$668K	0.93%	27
2026 Q1	$4.47M	Sell	1,083,764 -366,643	-25%	-$1.77M	1.2%	23
2025 Q4	$6.7M	Sell	1,450,407 -44,504	-3%	-$205K	1.42%	24
2025 Q3	$6.5M	Buy	1,494,911 +75,960	+5%	+$325K	1.28%	22
2025 Q2	$5.19M	Sell	1,418,951 -580,817	-29%	-$2.13M	1.93%	14
2025 Q1	$7.28M	Sell	1,999,768 -483,127	-19%	-$1.86M	2.87%	12
2024 Q4	$9.39M	Sell	2,482,895 -836,975	-25%	-$3.59M	2.44%	16
2024 Q3	$15.2M	Buy	3,319,870 +186,848	+6%	+$905K	2.98%	7
2024 Q2	$18M	Buy	3,133,022 +1,924,879	+159%	+$10.5M	6.43%	4
2024 Q1	$6.02M	Buy	1,208,143 +773,831	+178%	+$3.99M	2.47%	11
2023 Q4	$2.92M	Buy	+434,312	New	+$2.3M	1.29%	24

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

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 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

Thomist Capital Management's GSM Position: Q2 2026 in Review

Thomist Capital Management reduced its FerroAtlántica (GSM) stake by 15% in Q2 2026, selling an estimated $668K and leaving 922,217 shares worth $2.93M. The position accounts for 0.93% of the portfolio, ranked #27.

Thomist Capital Management first reported a position in GSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q2 2024. 177 funds tracked by Wall St. Rank hold GSM as of Q2 2026.

Thomist Capital Management held 922,217 shares of FerroAtlántica worth $2.93M as of Q2 2026.
Thomist Capital Management sold 161,547 FerroAtlántica shares in Q2 2026, an estimated $668K.
FerroAtlántica made up 0.93% of Thomist Capital Management's portfolio in Q2 2026, its #27 holding.
Thomist Capital Management first reported a position in FerroAtlántica in Q4 2023 and has held it in 11 quarters since.
Thomist Capital Management's FerroAtlántica position peaked at $18M in Q2 2024.
177 funds tracked by Wall St. Rank held FerroAtlántica as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.