Most bought basic materials stocks in Q4 2025
See which Basic Materials stocks institutional investors increased the most in Q4 2025, measured as net growth in reported share positions from Q3 2025 into Q4 2025. Notable additions at the top of this list include VALE SA-SP ADR (VALE), DOW INC (DOW), WESTWATER RESOURCES INC (WWR), CIA SIDERURGICA NACL-SP ADR (SID). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| VALE | VALE SA-SP ADR | 4,435,276 | $78.85M | 1 | 1 | 2 | 1 | 4 |
| DOW | DOW INC | 1,912,500 | $56.95M | 1 | 1 | 0 | 2 | 2 |
| WWR | WESTWATER RESOURCES INC | 1,783,833 | $1.13M | 0 | 1 | 0 | 0 | 1 |
| SID | CIA SIDERURGICA NACL-SP ADR | 1,731,200 | $2.95M | 0 | 1 | 0 | 0 | 1 |
| ECVT | ECOVYST INC | 1,384,881 | $16.48M | 0 | 1 | 1 | 0 | 2 |
| FCX | FREEPORT-MCMORAN INC | 1,110,111 | $74.24M | 1 | 0 | 1 | 1 | 2 |
| ORGN | ORIGIN MATERIALS INC | 1,073,163 | $183.64K | 0 | 1 | 0 | 0 | 1 |
| HMY | HARMONY GOLD MNG-SPON ADR | 1,030,527 | $20.76M | 0 | 1 | 0 | 1 | 1 |
| LAC | LITHIUM AMERICAS CORP | 879,200 | $3.82M | 1 | 0 | 0 | 0 | 2 |
| GEVO | GEVO INC | 872,794 | $1.75M | 1 | 0 | 0 | 0 | 1 |
| LWLG | LIGHTWAVE LOGIC INC | 587,025 | $1.89M | 0 | 1 | 0 | 0 | 1 |
| OLN | OLIN CORP | 559,465 | -$29.23M | 1 | 2 | 1 | 2 | 4 |
| OMEX | ODYSSEY MARINE EXPLORATION | 456,642 | $895.34K | 0 | 1 | 0 | 0 | 1 |
| CLW | CLEARWATER PAPER CORP | 350,751 | $2.21M | 1 | 2 | 0 | 1 | 3 |
| CLF | CLEVELAND-CLIFFS INC | 339,919 | $20.88M | 0 | 3 | 0 | 1 | 5 |
| FURY | FURY GOLD MINES LTD | 334,385 | $137.94K | 0 | 1 | 0 | 0 | 1 |
| FMC | FMC CORP | 322,098 | -$15.52M | 0 | 2 | 1 | 0 | 3 |
| GROY | GOLD ROYALTY CORP | 315,815 | $1.29M | 1 | 1 | 0 | 0 | 2 |
| SSD | SIMPSON MANUFACTURING CO INC | 287,932 | $37.17M | 1 | 2 | 1 | 0 | 4 |
| SXC | SUNCOKE ENERGY INC | 261,400 | -$423.61K | 0 | 1 | 0 | 0 | 1 |
| PZG | PARAMOUNT GOLD NEVADA CORP | 256,431 | $349.39K | 0 | 1 | 0 | 0 | 1 |
| EXP | EAGLE MATERIALS INC | 243,420 | -$479.24K | 0 | 1 | 0 | 1 | 1 |
| BAK | BRASKEM SA-CLASS A- ADR | 228,588 | $693.89K | 0 | 1 | 0 | 0 | 1 |
| ODV | OSISKO DEVELOPMENT CORP | 228,056 | $871.00K | 0 | 1 | 1 | 0 | 2 |
| ALB | ALBEMARLE CORP | 217,132 | $42.59M | 0 | 2 | 0 | 1 | 2 |
| HUN | HUNTSMAN CORP | 197,884 | $8.89M | 0 | 1 | 1 | 1 | 2 |
| XPL | SOLITARIO RESOURCES CORP | 178,035 | $122.71K | 0 | 1 | 0 | 0 | 1 |
| GPRE | GREEN PLAINS INC | 135,148 | $2.41M | 0 | 1 | 0 | 0 | 1 |
| BCC | BOISE CASCADE CO | 121,342 | $6.58M | 0 | 2 | 0 | 1 | 3 |
| KNF | KNIFE RIVER CORP | 117,910 | $7.50M | 1 | 1 | 0 | 0 | 2 |
| NMG | NOUVEAU MONDE GRAPHITE INC | 100,200 | $244.43K | 0 | 1 | 0 | 0 | 1 |
| ERO | ERO COPPER CORP | 94,020 | $2.66M | 2 | 0 | 0 | 0 | 2 |
| AVD | AMERICAN VANGUARD CORP | 78,600 | $137.24K | 0 | 1 | 0 | 0 | 1 |
| CTGO | CONTANGO ORE INC | 74,827 | $2.06M | 0 | 1 | 0 | 0 | 1 |
| RPM | RPM INTERNATIONAL INC | 73,055 | $5.15M | 0 | 1 | 0 | 2 | 1 |
| SQM | QUIMICA Y MINERA CHIL-SP ADR | 71,584 | $4.92M | 1 | 0 | 0 | 0 | 1 |
| MTA | METALLA ROYALTY & STREAMING | 62,134 | $651.52K | 1 | 1 | 0 | 1 | 2 |
| VMC | VULCAN MATERIALS CO | 62,111 | -$34.43M | 0 | 1 | 1 | 4 | 2 |
| SUZ | SUZANO SA - SPON ADR | 56,400 | $499.91K | 0 | 1 | 0 | 0 | 1 |
| USGO | US GOLDMINING INC | 43,700 | $266.81K | 0 | 1 | 0 | 0 | 1 |
| SSL | SASOL LTD-SPONSORED ADR | 41,158 | $425.33K | 0 | 1 | 0 | 1 | 1 |
| FSM | FORTUNA MINING CORP | 39,161 | $2.38M | 0 | 1 | 1 | 0 | 2 |
| ACNT | ASCENT INDUSTRIES CO | 21,800 | $1.26M | 0 | 1 | 0 | 0 | 1 |
| NTIC | NORTHERN TECHNOLOGIES INTL | 16,500 | $142.38K | 0 | 1 | 0 | 0 | 1 |
| WFG | WEST FRASER TIMBER CO LTD | 12,100 | $428.56K | 0 | 1 | 1 | 0 | 2 |
| NGVT | INGEVITY CORP | 10,866 | $943.63K | 0 | 1 | 0 | 1 | 1 |
| EXK | ENDEAVOUR SILVER CORP | 10,200 | $95.88K | 1 | 0 | 0 | 0 | 1 |
| ZEUS | OLYMPIC STEEL INC | 5,400 | $721.95K | 0 | 1 | 0 | 0 | 1 |
| LGO | LARGO INC | 2,103 | -$96.33K | 0 | 1 | 0 | 0 | 1 |
Frequently asked questions about Most bought basic materials stocks in Q4 2025
What are the most bought Basic Materials stocks in Q4 2025?
The most bought basic materials stocks in Q4 2025 are those with the largest increase in reported share counts across tracked institutional investors compared to Q3 2025, based on SEC 13F filings.
Which basic materials stocks did institutional investors added to the most in Q4 2025?
Among the managers we track, net additions were largest in companies such as VALE SA-SP ADR (VALE), DOW INC (DOW), WESTWATER RESOURCES INC (WWR), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q3 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.