Letters by company

Kaiser Aluminum CORP

2 letters discussing KALU. Everything written about it on this site is on its ticker page.

Third Avenue Management Small-Cap Value Fund Q2 2026 The Third Avenue Small-Cap Value Fund added Maximus, Taylor Morrison and CRA International amid pessimism around government spending, housing and artificial-intelligence disruption. It expects small-cap undervaluation and a favorable deal environment to support resource conversion, following takeovers of Catalyst Pharmaceuticals and Taylor Morrison. second quarter of 2026 CRAI $1.1BMMS $3.2B
Third Avenue Management Small-Cap Value Fund Portfolio Manager Commentary Third Avenue Small-Cap Value Fund added Maximus, Taylor Morrison and CRA International amid pessimism over government spending, housing and artificial intelligence. It exited Tri Pointe Homes and ProAssurance after takeovers, while Taylor Morrison and Catalyst Pharmaceuticals also agreed to cash acquisitions. The managers favor well-financed undervalued small caps that can attract buyers. Q2 2026 CRAI $1.1BMMS $3.2BBCC $2.6B