What smart money is saying about Companhia Brasileira de Alumínio
CBAV3.SA
No fund has written a full thesis on Companhia Brasileira de Alumínio in our archive, but 2 fund letters report a position in it — most recently Ariel Emerging Markets Value in March 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Companhia Brasileira de Alumínio on record in the archive was reported in Q1 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- March 2026
“Companhia Brasileira de Alumínio (CBA), an integrated aluminum producer, rose sharply during the quarter following the announcement of a joint acquisition by Aluminum Corporation of China and Rio Tinto. The transaction resulted in a re-rating in the shares, unlocking value after a strong run since our initial investment. Given the appreciation and realization of our investment thesis, we exited the position during the quarter.”
Companhia Brasileira de Alumínio - March 2026
“Companhia Brasileira de Alumínio (CBA), an integrated aluminum producer, rose sharply during the quarter following the announcement of a joint acquisition by Aluminum Corporation of China and Rio Tinto. The transaction resulted in a re-rating in the shares, unlocking value after a strong run since our initial investment. Given the appreciation and realization of our investment thesis, we exited the position during the quarter.”
Companhia Brasileira de Alumínio
Read the letters behind these Companhia Brasileira de Alumínio positions
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