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What smart money is saying about Kaiser Aluminum CorporationUnited States flag

KALU · Basic Materials · Aluminum · Market cap $2.97B

1 fund in our archive has pitched Kaiser Aluminum Corporation — most recently Riverwater Partners Small Cap Strategy in June 2026.

Company profile

Kaiser Aluminum Corporation is a global producer and vendor of specialized, semi-finished aluminum mill products, operating both domestically within the United States and internationally. Their diverse product portfolio encompasses aluminum items manufactured through rolling, extrusion, and drawing processes. These are essential for various industries, including aerospace and defense, automotive, general engineering, and for the packaging of food and beverages. For the automotive sector, Kaiser Aluminum provides extruded components used in structural parts, crash management systems, and anti-lock braking systems. They also supply drawn tubes for drive shafts and offer value-added fabrication services, such as precise sawing and cutting to specific lengths. Their packaging division specializes in bare and coated aluminum coils, primarily from the 3000- and 5000-series alloys, which are extensively utilized in the beverage and food packaging industry. In the realm of general engineering, the company offers a comprehensive range of alloy products, including plates, sheets, rods, bars, tubes, wires, and standard extrusion shapes. These products find application in a multitude of areas, such as the construction of military vehicles, ordnance, semiconductor manufacturing cells, electronic devices, aftermarket motor sport components, tooling plates, various parts for machinery and equipment, and fasteners like bolts, screws, nails, and rivets. Additionally, Kaiser Aluminum supplies rerolled, extruded, drawn, and cast billet aluminum products, catering to a broad spectrum of industrial end uses. The company markets its products directly to customers via its sales teams located in the United States, Canada, Western Europe, and China. Furthermore, independent sales agents extend their reach to other regions of Asia, Latin America, and the Middle East. Kaiser Aluminum was established in 1946 and maintains its corporate headquarters in Foothill Ranch, California.

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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in Kaiser Aluminum Corporation on record in the archive was reported in Q2 2026, across 2 fund letters1 opened or added to the position.

Fund letters reporting a position in Kaiser Aluminum Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262101

Fund activity · 2 positions · 1 move

  • We also purchased Kaiser Aluminum (KALU) as roughly two and a half million tons of global aluminum capacity remains offline following the Middle East smelter disruptions, a supply shock we believe supports elevated pricing for well-positioned domestic producers through at least 2027.
    Read the letterKaiser Aluminum Corporation
  • HoldsTributary Capital Management Small Cap Equity Strategy
    June 2026
    In materials, Kaiser Aluminum gained 63%, supported by strong demand in the aerospace
    Read the letterKaiser Aluminum Corporation

Fund coverage · 1 thesis

Read every full thesis on Kaiser Aluminum Corporation

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