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Constellium SE

CSTM Materials
$33.24 +$1.2 (3.75%)
Market Cap: $4.53 B
Gurus Holding
5
Popularity Rank
#1889
% of Shares Held
3.10%
Net Activity (Q1 2026)
+$13.45 M

Guru Ownership Trend

Guru Analysis for Constellium SE (CSTM)

Constellium SE (CSTM), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $140.42 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $13.45 M net inflow during the quarter.

Recent activity highlights Ken Fisher who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 88.1%.

Key Holders

Top 5 by Value

$51 M
$24.71 M
$13.26 M
$12.36 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$49.84 M
Total Buy Value
New Buys 1
Additions 3
-$36.4 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Constellium SE (CSTM)

Major holders include Cliff Asness ($51 M), Steven Cohen ($24.71 M), Ken Fisher ($13.26 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.45 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited CSTM. The total reported sell value was $36.4 M.

Yes, 1 managers opened new positions in CSTM, and 3 increased their existing holdings. The total reported buy value was $49.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 17.5% 2,074,861 $51 M Q1 2026
0.03% Add 216.0% 1,005,203 $24.71 M Q1 2026
0.00% Add 5202.8% 539,451 $13.26 M Q1 2026
0.06% New Buy 502,971 $12.36 M Q1 2026
0.05% Reduce -88.1% 101,898 $2.5 M Q1 2026
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