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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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Sector · Basic Materials

Basic Materials flow & holdings

Aggregated institutional positions, insider trades, and U.S. Congress disclosures across 167 tickers.

Tickers
167
Combined value
$462.90B
Insider net (30d)
+$20.0M
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • SHW$2.36B
    Norges Bank (Norway SWF)D.E. Shaw & Co.Dan Sundheim (D1 Capital)+10
    SHERWIN WILLIAMS CO
  • NEM$2.11B
    Norges Bank (Norway SWF)AQR Capital ManagementRay Dalio (Bridgewater Associates)+7
    NEWMONT CORP
  • APD$1.69B
    Norges Bank (Norway SWF)Andreas Halvorsen (Viking Global)Ken Griffin (Citadel Advisors)+9
    AIR PRODS & CHEMS INC
  • AEM$1.55B
    Norges Bank (Norway SWF)AQR Capital ManagementSteve Cohen (Point72)+5
    AGNICO EAGLE MINES LTD
  • CTVA$1.50B
    Bill Nygren (Harris / Oakmark)Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)+6
    CORTEVA INC
  • NTR$1.25B
    Wellington ManagementNorges Bank (Norway SWF)AQR Capital Management+3
    NUTRIEN LTD
  • FCX$1.05B
    D.E. Shaw & Co.Two Sigma InvestmentsIzzy Englander (Millennium Mgmt)+7
    FREEPORT-MCMORAN INC
  • EXK$1.04B
    Norges Bank (Norway SWF)Paul Tudor Jones (Tudor Investment)Izzy Englander (Millennium Mgmt)+8
    ENDEAVOUR SILVER CORP
Most sold
Tracked managers trimmed or exited
  • EXK$1.20B
    Ken Griffin (Citadel Advisors)Wellington ManagementCathie Wood (ARK Invest)+4
    ENDEAVOUR SILVER CORP
  • B$631M
    First Eagle Investment ManagementWellington ManagementIzzy Englander (Millennium Mgmt)+4
    BARRICK MNG CORP
  • ECL$533M
    Wellington ManagementKen Griffin (Citadel Advisors)Renaissance Technologies+6
    ECOLAB INC
  • NEM$520M
    Izzy Englander (Millennium Mgmt)First Eagle Investment ManagementTwo Sigma Investments+1
    NEWMONT CORP
  • ORLA$437M
    Prem Watsa (Fairfax Financial)Izzy Englander (Millennium Mgmt)First Eagle Investment Management+2
    ORLA MNG LTD NEW
  • RGLD$434M
    First Eagle Investment ManagementRenaissance TechnologiesIzzy Englander (Millennium Mgmt)+2
    ROYAL GOLD INC
  • TECK$425M
    Dodge & CoxIzzy Englander (Millennium Mgmt)Two Sigma Investments+2
    TECK RESOURCES LTD
  • WPM$418M
    First Eagle Investment ManagementIzzy Englander (Millennium Mgmt)Paul Singer (Elliott Mgmt)+6
    WHEATON PRECIOUS METALS CORP

Biggest basic materials books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1Howard Marks
Oaktree Capital
$359.14B
65.8%
BFCXCX
2Norges Bank
Norway SWF
$15.54B
721.7%
NEMAEMSHW
3T. Rowe Price
$9.97B
1181.1%
SHWFCXCF
4First Eagle Investment Management
$9.95B
3317.5%
WPMBNEM
5Wellington Management
$8.59B
711.5%
FCXPPGNTR
6Ken Fisher
Fisher Asset Mgmt
$7.03B
312.4%
FCXRIOBHP
7Dodge & Cox
$6.37B
113.4%
IFFAPDCX
8AQR Capital Management
$5.29B
1312.8%
NEMFCXECL
9Izzy Englander
Millennium Mgmt
$5.06B
1553.6%
FCXEXKIFF
10D.E. Shaw & Co.
$4.64B
1393.5%
FCXSHWB
11Paul Singer
Elliott Mgmt
$4.56B
231.2%
TFPMOR
12Ken Griffin
Citadel Advisors
$4.19B
1532.9%
APDSHWFCX

Industries in Basic Materials

All industries →
Gold
35 tickers$156.00B
Copper
6 tickers$80.82B
Building Materials
6 tickers$71.98B
Specialty Chemicals
42 tickers$68.26B
Other Industrial Metals & Mining
20 tickers$33.20B
Steel
13 tickers$30.74B
Agricultural Inputs
9 tickers$7.21B
Other Precious Metals & Mining
7 tickers$5.92B
Chemicals
11 tickers$2.54B
Silver
3 tickers$2.08B
Aluminum
3 tickers$1.84B
Lumber & Wood Production
4 tickers$1.32B
Coking Coal
4 tickers$775.0M
Paper & Paper Products
4 tickers$211.9M

Top tickers by combined institutional value

TickerCompanyIndustryValue
BBARRICK MNG CORPGold$132.86B
FCXFREEPORT-MCMORAN INCCopper$78.91B
CXCEMEX SAB DE CVBuilding Materials$67.63B
ECVTECOVYST INCSpecialty Chemicals$41.41B
VALEVALE S AOther Industrial Metals & Mining$27.32B
TXTERNIUM SASteel$25.16B
SHWSHERWIN WILLIAMS COSpecialty Chemicals$5.31B
APDAIR PRODS & CHEMS INCSpecialty Chemicals$5.19B
NEMNEWMONT CORPGold$4.60B
TFPMTRIPLE FLAG PRECIOUS METALOther Precious Metals & Mining$4.52B
IFFINTERNATIONAL FLAVORS&FRAGRASpecialty Chemicals$4.01B
FNVFRANCO NEV CORPGold$2.99B

Most insider activity (last 30 days)

TickerCompanyNet (30d)
THMINTERNATIONAL TOWER HILL MIN+$12.6M
HYMCHYCROFT MINING HOLDING CORP+$7.7M
LWLGLIGHTWAVE LOGIC INC−$207K
DCDAKOTA GOLD CORP−$75K