
What smart money is saying about Kaiser Aluminum Corporation
1 fund in our archive has pitched Kaiser Aluminum Corporation — most recently Riverwater Partners Small Cap Strategy in June 2026.
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.
Get an email when a fund buys, sells or pitches it
Position history
Between Q4 2025 and Q3 2026, 5 fund letters reported a position in Kaiser Aluminum Corporation — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 5 positions · 1 move
- September 2026
“Infrastructure engineering company MYR Group, North American aluminum products manufacturer Kaiser Aluminum, and regional bank Flagstar Bank also detracted from performance during the quarter.”
Kaiser Aluminum Corporation - New positionRiverwater Partners Small Cap StrategyJune 2026
“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.”
Kaiser Aluminum Corporation - June 2026
“In materials, Kaiser Aluminum gained 63%, supported by strong demand in the aerospace”
Kaiser Aluminum Corporation - June 2026
“During the second quarter, Fund performance benefited from diversified sources across a range of sectors and companies, such as infrastructure engineering company MYR Group, consumer debt collection business Encore Capital, regional bank UMB Financial, North American aluminum products manufacturer Kaiser Aluminum, and insurance business Octave Specialty Group.”
Kaiser Aluminum Corporation - December 2025
“Fourth quarter performance was led by North American aluminum manufacturer, Kaiser Aluminum, following strong quarterly financial results and progress on its multi-year investment to upgrade and expand production capacity in aerospace and packaging.”
Kaiser Aluminum Corporation
Fund coverage · 1 thesis
Kaiser Aluminum Corporation benefits from offline global capacity, supply shock-driven pricing support, and tariffs.
Read the full thesis
Read every full thesis on Kaiser Aluminum Corporation
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→