Kennametal’s (KMT) Profit Outlook Pause: Tungsten Price Rally Has Likely Played Out
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 952,982 | $29,294,683 | -11% | 0.01% |
| 2. | Regents Gate Capital Joshua White | 4,741 | $145,738 | +42% | 0.18% |
| 3. | Bayforest Capital Theodoros Tsagaris | 1,160 | $35,658 | 0.05% | |
| 4. | Olympiad Research LP Thong Nguyen | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.62 | 7,000 | $165,368.00 | 280,957 | 2026-11-05 | Filing | |
| $29.10 | 7,000 | $203,700.00 | 246,839 | 2026-09-10 | Filing | |
| $30.21 | 5,000 | $151,050.00 | 5,000 | 2026-09-04 | Filing | |
| $21.75 | 10,000 | $217,530.00 | 77,595 | 2025-02-11 | Filing | |
| $24.28 | 5,000 | $121,403.00 | 49,270 | 2024-06-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.29 | 9,676 | $293,115.07 | 15,721 | 2026-09-08 | Filing | |
| $30.54 | 20,000 | $610,720.00 | 25,272 | 2026-09-04 | Filing | |
| $35.94 | 5,488 | $197,238.72 | 4,554 | 2026-06-15 | Filing | |
| $33.50 | 29,499 | $988,203.37 | 0 | 2026-06-08 | Filing | |
| $33.12 | 12,013 | $397,906.60 | 25,143 | 2026-06-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,989,498 | $153,379,467 | 0.03% | |
| 2. | 2,017,419 | $62,027,718 | 0% | |
| 3. | 966,548 | $29,711,698 | 0% | |
| 4. | 675,960 | $20,779,010 | 0.02% | |
| 5. | 366,813 | $11,275,832 | 0.01% |