Sector: commodities
Conviction from: Citrini
52-week range: 30.8184.38
Alcoa is an integrated aluminum producer that mines bauxite, refines alumina, and smelts and sells primary aluminum to industrial customers worldwide.
4 tracked filer(s) hold this · 0 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 72 — mean of 4 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +32% | 675,395 | $35,215,095 | 0.0% |
| Bridgewater | 56 | Added +17% | 67,042 | $3,495,570 | 0.0% |
| Stanley Druckenmiller / Duquesne | 95 | Trimmed -88% | 185,640 | $9,679 | 0.2% |
| Steve Cohen / Point72 | 76 | Trimmed -14% | 52,700 | $2,747,778 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-09-01 · last 2026-09-01
“US Department of War announces $174M financing for securing Gallium Supply Chains. Beneficiaries are:
- $AA (Alcoa Corp) for Gallium production at its refinery.
- Sojitz (2768) as the Japanese JV offtake partner
Good to see US critical minerals supply chains investments. https://t.co/fyi203MH2B” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-09-01T18:26:55 | US Department of War announces $174M financing for securing Gallium Supply Chains. Beneficiaries are:
- $AA (Alcoa Corp) for Gallium production at its refinery.
- Sojitz (2768) as the Japanese JV offtake partner
Good to see US critical minerals supply chains investments. https://t.co/fyi203MH2B → · 441 likes · 199,103 views |
| Report | Date | Stance |
|---|
| #116 — Atoms vs Bits: What Can't You Prompt Your Way Out Of? | 2026-02-11 | LONG |