Materials & Manufacturing
- Last updated
- Jul 20, 2026
- Based on
- 252 actions
- Gurus considered
- 151
- Stocks covered
- 326
Materials, chemicals, mining, packaging, and manufacturing inputs. This page tracks 252 investor, Congress, and insider actions tied to the broader Materials & Manufacturing category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 151 gurus across 326 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Materials & Manufacturing Smart Money Notes
Wang Chia YuanotherSenior Management
Sell $105.3K of disclosed value in Gerdau S.A. $GGB.
Ainscow RobertCOO
Sell $112.8K of disclosed value in ASP Isotopes Inc. Common Stock $ASPI.
Carter Charles EdwardChief Regional Amer.
Buy $114.0K of disclosed value in Sibanye Stillwater Limited $SBSW.
Marinelli Jon RDirector
Buy $93.1K of disclosed value in United States Antimony Corporation $UAMY.
Tom GaynerMarkel
Add transactions in Linde plc $LIN, Eastman Chemical Co $EMN, The Scotts Miracle-Gro Company $SMG, and Crown Holdings, Inc. $CCK.
Quartermain RobertDirector, CEO
Sell $75.4K of disclosed value in Dakota Gold Corp. $DC.
John PaulsonPaulson & Co
Add transactions in Perpetua Resources Corp. $PPTA and International Tower Hill Mines Ltd. $THM.
Connelly Thomas M JrDirector
Sell $76.7K of disclosed value in Lightwave Logic, Inc. $LWLG.
Baillie Gifford
Add transactions in Albemarle Corporation $ALB, Silvercorp Metals Inc. $SVM, and Sociedad Quimica Y Minera S.A. ADR $SQM.
Ainscow RobertCOO
Sell $59.1K of disclosed value in ASP Isotopes Inc. Common Stock $ASPI.
Tweedy Browne
Add transactions in Nutrien Ltd $NTR, Orion Engineered Carbons S.A. $OEC, and FMC Corp $FMC.
Rose Stuart ADirector, Executive COB
Sell $50.3K of disclosed value in REX American Resources Corporation $REX.
Donald YacktmanYacktman Asset Management
Trim transactions in News Corp $NWSA, Olin Corporation $OLN, and News Corporation $NWS.
Wahrhaftig Marcos Eduardo FaracootherEVP
Sell $50.4K of disclosed value in Gerdau S.A. $GGB.
Jefferies Group
Add transactions in Ashland Inc. $ASH, Linde plc $LIN, and LyondellBasell Industries NV $LYB.
Rose Stuart ADirector, Executive COB
Sell $33.8K of disclosed value in REX American Resources Corporation $REX.
Howard MarksOaktree Capital
Trim transactions in Barrick Mining Corporation $B, Ternium S.A. Ternium S.A. American Depositary Shares $TX, and Ecovyst Inc. $ECVT.
Miranda TiagoCFO
Sell $51.3K of disclosed value in Atlas Lithium Corporation $ATLX.
Jim SimonsRenaissance Technologies
Add transactions in Barrick Mining Corporation $B, Linde PLC $LIN, and KINROSS GOLD CORP $KGC.
MacKenzie John FraserDirector
Buy $16.7K of disclosed value in Gold Fields Limited $GFI.
Baillie Gifford
Trim transactions in MP Materials Corp. $MP and Martin Marietta Materials Inc $MLM.
John PaulsonPaulson & Co
Exit $-67.8M of disclosed value in Solstice Advanced Materials Inc. - Common Stock $SOLS.
Donald YacktmanYacktman Asset Management
Add transactions in Reliance Steel & Aluminum Co $RS and Olin Corporation $OLN.
Quintao Lara AneliseDirector
Buy $5.4K of disclosed value in Vale S.A. $VALE.
Donald YacktmanYacktman Asset Management
Trim transactions in News Corp $NWSA and News Corporation $NWS.
Tom GaynerMarkel
Trim $2.8M of disclosed value in Eagle Materials Inc. $EXP.
Jefferies Group
Exit transactions in LyondellBasell Industries NV $LYB and LOUISIANA-PACIFIC CORP $LPX.
PRIMECAP Management
Exit $-5.8M of disclosed value in Solstice Advanced Materials Inc. - Common Stock $SOLS.