ALB

ALB

ALB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2022 Q4	Nov 1, 2023	Alpha Wealth Funds – The Insiders Fund	0.0%	1.2%	ALB, CF, CME, CRK, ET, MOS, NSA, RKT, SD, UAL, UPLD	-			View
2023 Q3	Oct 31, 2023	The London Company Large Cap	8.1%	14.6%	ALB, GOOG, MLM, NEU, NSC, ODFL	-			View
2022 Q3	Oct 28, 2022	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, AVTR, BKR, ENPH, FLT, LPLA, SGEN, TRU, WCN, WOLF	-			View
2025 Q4	Jan 31, 2026	Montaka Global Investments	0.0%	0.0%	0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V	AI, Cloud, geopolitics, Lithium, software, technology, value	AI is driving dramatic transformation and propelling stock prices higher. The manager sees AI as creating enormous capital investments in data centers and driving growth in LLM tokens north of 200% per annum. They believe AI will increase cloud computing TAM to $2 trillion per annum over the next 10 years. The manager sees high probability of an impending lithium supply shortage as prices have been too low to incentivize new production capacity. They added Albemarle as an asymmetric value investment, expecting a price squeeze driven by electric vehicle batteries and industrial-scale Battery Energy Storage Systems demand. Enterprise software leaders like ServiceNow and Salesforce have been sold off on AI disruption narratives. The manager believes these companies have scale advantages in R&D, customer distribution, and customer data that favor them in the AI transition, making them significantly undervalued after 2025 declines. Alternative asset managers like Blackstone and KKR declined in 2025 despite strong fundamentals. The manager sees cyclical upswing potential as M&A returns, asset realisations follow, and private wealth channel growth continues. They assess the future looks bright for these businesses.	KKR BX NOW FND ALB	View
2025 Q4	Jan 15, 2026	Columbia Dividend Opportunity Fund	2.8%	15.9%	ABBV, ALB, BAC, BLK, BRX, C, CSCO, DRI, GOOGL, GPC, GPS, GS, HD, IBM, IP, JNJ, JPM, LUV, MCD, MO, MRK, MU, PM, QRVO, SBUX, SWKS, T, UDR, XOM	AI, Banking, dividends, financials, Lithium, technology, value, Yield	The fund focuses on companies with historically consistent and increasing dividends, though dividend stocks generally underperformed during the quarter as investors favored speculative companies over defensive characteristics. The manager maintains a positive view on dividend-paying stocks as an out-of-favor segment largely devoid of speculative activity. The market remained supported by ongoing enthusiasm about the artificial intelligence theme, though there was a brief stretch of concern in November about a possible AI bubble. The manager sees potential for improved relative performance if excitement surrounding AI begins to cool. The quarter was characterized by broadening market leadership away from mega-cap technology companies, contributing to relative strength in the value style. The fund's investment universe offers fundamentally sound companies trading with attractive yields and reasonable valuations. A new position in mandatory convertible securities of lithium producer Albermarle made a sizable contribution as lithium prices rose due to reduced supply from China, and market participants became more optimistic about the metal's potential use in energy storage applications.		View
2023 Q3	Sep 30, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, BKR, CLA LN, CRWD, DXCM, HAL, PEN, PLNT, SNPS	-			View
2024 Q2	Jul 22, 2024	The London Company Large Cap	8.1%	14.6%	ALB, APD, GOOG, MLM, NEU, NSC, ODFL, TEL, TXN	-			View
2023 Q2	Jul 19, 2023	The London Company Large Cap	8.1%	14.6%	ALB, KMX, MLM, ORLY, PGR, RSG, SBUX, TXN, VZ	-			View
2024 Q2	Jun 30, 2024	TAMIM Fund Global Mobility Unit Class	0.0%	-2.0%	ADI, ALB, TSLA	-			View
2023 Q4	Jan 23, 2024	The London Company Large Cap	8.1%	14.6%	ALB, BLK, CVX, FDX, MLM, SCHW	-			View
2022 Q4	Jan 19, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, BKR, CRWD, GNRC, HAL, HZNP, MRVL, PLNT, URI, WOLF	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 21, 2026	Fund Letters	Andrew Macken	Albemarle Corporation	Materials	Specialty Chemicals	Bull	New York Stock Exchange	Batteries, Commodities, energy storage, Lithium, renewables, Supply Shortage	View Pitch
Jan 20, 2026	Fund Letters	Cassandra A. Hardman	Albemarle Corporation	Materials	Specialty Chemicals	Bull	New York Stock Exchange	Batteries, energy, EVs, Lithium, Pricing	View Pitch
Aug 7, 2025	Seeking Alpha	Paul Franke	Albemarle Corp.	Materials	Specialty Chemicals	Bull	NYSE	—	View Pitch

BSD Shareholders of ALB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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