Gerdau SA -spon Adr (GGB) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

GGB ranks #2832 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GGB is a top-conviction position for Contrarian Capital Management, L.l.c. — at 25.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GGB belongs to Acadian Asset Management LLC, but the position matters far more to Contrarian Capital Management, L.l.c., who has 25.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Acadian Asset Management LLC has added to its GGB position for two straight quarters, increasing it by $194.4M to reach $196.6M today.

Donald Smith & Co., Inc. has trimmed its GGB position for two straight quarters, cutting it by $18.7M while still holding $70.7M.

GGB is up 0.4% today, and institutions have been net buyers of $252.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GGB closed its latest fiscal year with net income of $1.4B.

• Profitable — net income of $1.4B in the latest fiscal year
• Revenue grew 4.2% year over year
• Net income declined year over year, from $4.6B to $1.4B
• Generated $8.0B in positive operating cash flow
• Current ratio of 2.89x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.00x equity — within a conventional range