What smart money is saying about DMC Global
BOOM
No fund has written a full thesis on DMC Global in our archive, but 1 fund letter reports a position in it — most recently Cooke & Bieler Small Cap Value Equity in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in DMC Global on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2026
“DMC Global (BOOM) was eliminated due to a broken thesis, with weakness across all three of their segments and NobelClad structurally impaired by persistent 50% metal taris.”
DMC Global
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