What smart money is saying about Alamo Group
ALG
No fund has written a full thesis on Alamo Group in our archive, but 2 fund letters report a position in it, most recently Third Avenue Small-Cap Value Fund in March 2026.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q1 2026, 2 fund letters reported a position in Alamo Group, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- March 2026
“During 2025, Liberation Day tariff fears led to an investment in auto supply company Visteon and additions to an existing investment in agricultural equipment maker Alamo Group.”
Alamo Group - December 2025
“During the quarter, the Fund initiated a new position in Flagstar Bank, NA and added to several existing positions, including Alamo Group, Octave Specialty Group (recently renamed from Ambac Financial), and ICF International.”
Alamo Group
Read the letters behind these Alamo Group positions
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