Guru Ownership Trend
Guru Analysis for Gerdau S.A. (GGB)
Gerdau S.A. (GGB), a key player in the Materials sector, continues to attract institutional attention.
As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $137.09 M.
Top institutional holders include Donald Smith & Co and Sarah Ketterer.
Institutional sentiment is currently Bullish. This is evidenced by a $18.98 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 447.4%. Conversely, Renaissance Technologies reduced exposure by 42.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Gerdau S.A. (GGB)
Major holders include Donald Smith & Co ($89.34 M), Sarah Ketterer ($26.79 M), Renaissance Technologies ($22.92 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 41.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.98 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited GGB. The total reported sell value was $17.35 M.
Yes, 1 managers opened new positions in GGB, and 5 increased their existing holdings. The total reported buy value was $36.33 M.
