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KALU Kaiser Aluminum Corporation

Materials, filed as Kaiser Aluminum Corp (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 3 Owners
  • Max 0.9%
  • $34M
  • 1 add 1 reduce 1 small

In 2026 Q2 First Eagle Investment Management added to Kaiser Aluminum, while Cathie Wood trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.9% (Third Avenue Management). Not free-float ownership.

  1. Third Avenue Management Reduce 0.93%
  2. First Eagle Investment Manage... Add 0.05%
  3. Cathie Wood Reduce 0.01%

Who owns KALU

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.05%, was 0.03% Add +25.0% 138,431 $27M History
Third Avenue Management 0.93% Small trim −0.1% 29,848 $5.8M History
Cathie Wood, Ark Investment Management 0.01% Reduce −20.0% 7,530 $1.5M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by KALU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All KALU insider trades
  • None no insider bought on the open market
  • $16.7M sold by 7 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Richard P. Grimley Director
    Sale
    $261K 1,524 shares at $171.52 25% of stake
    Traded Apr 29 Filed May 1
    ↗
  2. Keith Harvey CEO
    Sale
    $525K 3,031 shares at $173.13 3.1% of stake
    Traded Apr 29 Filed May 1
    ↗
  3. Brett Wilcox Director
    Sale
    $2.6M 15,000 shares at $174.44 60% of stake
    Traded Apr 27 Filed Apr 29
    ↗
  4. John Malcolm Donnan EVP, CAO and GC
    Sale
    $489K 2,743 shares at $178.20 8.5% of stake
    Traded Apr 27 Filed Apr 29
    ↗
  5. Iulian Gheorghe SVP - Adv Eng & Innovation
    Sale
    $30K 175 shares at $174.22 3.8% of stake
    Traded Apr 27 Filed Apr 29
    ↗
  6. Neal E West CFO
    Sale
    $866K 5,000 shares at $173.29 21% of stake
    Traded Apr 28 Filed Apr 29
    ↗
  7. Keith Harvey CEO
    Sale
    $8.2M 47,001 shares at $175.09 33% of stake
    Traded Apr 27 Filed Apr 29
    ↗
  8. John Malcolm Donnan EVP, CAO and GC
    Sale
    $2.3M 18,461 shares at $125.08 45% of stake
    Traded Feb 23 Filed Feb 25
    ↗
  9. Neal E West CFO
    Sale
    $609K 5,000 shares at $121.72 28% of stake
    Traded Feb 23 Filed Feb 25
    ↗
  10. Blain Tiffany EVP - Sales & Marketing
    Sale
    $813K 8,656 shares at $93.92 25% of stake
    Traded Nov 7, 2025 Filed Nov 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 23 stock grants, 11 share withholdings for taxes, 1 sale back to the company, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated about 20 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.09B $3.02B $3.37B
Gross profit * $332.1M $332.9M $442.4M
Gross margin * 10.8% 11.0% 13.1%
Net income $47.2M $46.8M $112.5M
Net margin * 1.5% 1.5% 3.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.99B $0.976B $1.26B
Total non-current assets * $1.28B $1.34B $1.3B
Total assets $2.27B $2.31B $2.56B
Total current liabilities $370M $400.6M $427.2M
Total non-current liabilities * $1.25B $1.25B $1.31B
Total equity $652.2M $668M $826.1M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $211.9M $167.1M $111.4M
Cash from investing -$128.2M -$174.6M -$77.8M
Cash from financing -$54.3M -$55.3M -$44.6M
Net change in cash $29.4M -$62.8M -$11M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.