EMERALD MUTUAL FUND ADVISERS TRUST ATI — ALLEGHENY TECHNOLOGIES INC COM COM

Ownership history in EMERALD MUTUAL FUND ADVISERS TRUST  ·  26 quarters on record

AI Ownership Summary

EMERALD MUTUAL FUND ADVISERS TRUST reported ALLEGHENY TECHNOLOGIES INC COM COM (ATI) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.52% in 2024 Q3. The latest visible filing shows ATI at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD MUTUAL FUND ADVISERS TRUST's position in ALLEGHENY TECHNOLOGIES INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATI was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATI stock page EMERALD MUTUAL FUND ADVISERS TRUST fund profile EMERALD MUTUAL FUND ADVISERS TRUST full holdings
How EMERALD MUTUAL FUND ADVISERS TRUST held ATI — position size vs. price
% of Fund (quarterly)    ATI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 93,847 -89,708 -48.9% 0.66% $13.7M 2026-05-04 $153.89
2025 Q4 UNCHANGED — — — 183,555 — 0% 1.03% $21.1M 2026-02-09 $135.66
2025 Q3 ADDED — — — 183,555 +4,300 +2.4% 0.77% $14.9M 2025-10-30 $101.18
2025 Q2 REDUCED 48.6% -8.2% ✅ 179,255 -169,768 -48.6% 0.94% $15.5M 2025-08-04 $75.64
2025 Q1 REDUCED 5.4% +65.9% ❌ 349,023 -20,070 -5.4% 1.29% $18.2M 2025-05-01 $62.24
2024 Q4 REDUCED 15.5% -5.5% ✅ 369,093 -67,531 -15.5% 1.24% $20.3M 2025-02-14 $61.04
2024 Q3 REDUCED 14.4% -18.0% ✅ 436,624 -73,520 -14.4% 1.52% $29.2M 2024-10-29 $56.82
2024 Q2 REDUCED — — — 510,144 -15,159 -2.9% 1.48% $28.3M 2024-08-06 $59.86
2024 Q1 ADDED — — — 525,303 +37,863 +7.8% 1.40% $26.9M 2024-05-08 $60.20
2023 Q4 ADDED — — — 487,440 +93,560 +23.8% 1.17% $22.2M 2024-02-05 $38.62
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATI

As of 2026 Q1 — sorted by position size

DENDUR CAPITAL LP 3Y 13.68% Square Wave Capital, LLC 12.89% FACT Capital, LP 3Y 9.97% Mountaineer Partners Management, LLC 3Y 7Y 6.63% H Squared Management LP 4.85% BOWEN HANES & CO INC 3Y 7Y 3.69% Expect Equity LLC 3.62% Candelo Capital Management LP 3.38% KLCM Advisors, Inc. 3Y 7Y 3.23% S SQUARED TECHNOLOGY, LLC 3Y 7Y 3.03%

FAQ About EMERALD MUTUAL FUND ADVISERS TRUST and ATI

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMERALD MUTUAL FUND ADVISERS TRUST reported owning ATI?

EMERALD MUTUAL FUND ADVISERS TRUST reported ATI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATI position in EMERALD MUTUAL FUND ADVISERS TRUST's portfolio?

The largest reported portfolio weight for ATI was 1.52% in 2024 Q3.

What is the latest reported ATI position on this page?

The most recent filing on this page is 2026 Q1, when EMERALD MUTUAL FUND ADVISERS TRUST reported 93,847 shares, equal to 0.66% of portfolio, with an estimated market value of $13.7M.

What does the chart on this ATI ownership page compare?

The chart compares EMERALD MUTUAL FUND ADVISERS TRUST's quarterly ATI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMERALD MUTUAL FUND ADVISERS TRUST time their ATI position?

Based on 13F filing dates vs. subsequent ATI price moves, EMERALD MUTUAL FUND ADVISERS TRUST correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on ATI relative to SPY over the holding period was +23.4%.

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