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What smart money is saying about Aperam

APAM.AS

No fund has written a full thesis on Aperam in our archive, but 1 fund letter reports a position in it — most recently Horos AM Funds in July 2026.

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1
Reported positions
0
Bought
1
Sold
1
Letter

Position history

Every position in Aperam on record in the archive was reported in Q3 2026, across 1 fund letter — 1 trimmed or exited.

Fund letters reporting a position in Aperam, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010

Fund activity · 1 position · 1 move

  • July 2026
    “Holdings discussed: Aperam (1.6%), Acerinox (1.1%) and Talgo (exited) Mirroring our move in Horos Value Internacional, this quarter we significantly reduced our exposure to the stainless steel companies Aperam and Acerinox.”
    Aperam

Read the letters behind these Aperam positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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