Most sold basic materials stocks in Q1 2026
See which Basic Materials stocks institutional investors trimmed or exited the most in Q1 2026, measured as net reductions in reported share positions from Q4 2025 into Q1 2026. Notable reductions at the top of this list include IDAHO STRATEGIC RESOURCES IN (IDR), NEW GOLD INC (NGD), IAMGOLD CORP (IAG), HARMONY GOLD MNG-SPON ADR (HMY). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| IDR | IDAHO STRATEGIC RESOURCES IN | -812,552,121 | -$12.62M | 33 | 50 | 33 | 35 | 135 |
| NGD | NEW GOLD INC | -465,950,577 | -$3.48B | 0 | 0 | 1 | 310 | 2 |
| IAG | IAMGOLD CORP | -391,146,105 | $1.30B | 66 | 108 | 91 | 22 | 297 |
| HMY | HARMONY GOLD MNG-SPON ADR | -16,938,063 | -$564.72M | 41 | 87 | 80 | 41 | 234 |
| ORGN | ORIGIN MATERIALS INC | -15,848,469 | -$3.32M | 0 | 0 | 1 | 72 | 1 |
| CENX | CENTURY ALUMINUM COMPANY | -10,413,976 | $1.52B | 104 | 123 | 122 | 44 | 377 |
| ZEUS | OLYMPIC STEEL INC | -8,857,309 | -$365.06M | 0 | 0 | 0 | 137 | 1 |
| ASTL | ALGOMA STEEL GROUP INC | -8,267,003 | -$33.96M | 14 | 32 | 31 | 25 | 96 |
| BVN | CIA DE MINAS BUENAVENTUR-ADR | -7,602,745 | $381.46M | 56 | 99 | 77 | 27 | 260 |
| GGB | GERDAU SA -SPON ADR | -5,084,005 | -$85.10M | 34 | 73 | 47 | 21 | 191 |
| SLI | STANDARD LITHIUM LTD | -4,790,917 | -$81.06M | 29 | 40 | 35 | 29 | 138 |
| NMG | NOUVEAU MONDE GRAPHITE INC | -4,468,986 | -$15.69M | 16 | 16 | 9 | 5 | 53 |
| RIO | RIO TINTO PLC-SPON ADR | -4,436,254 | $1.27B | 151 | 333 | 267 | 78 | 919 |
| NTR | NUTRIEN LTD | -4,292,760 | $3.82B | 140 | 236 | 226 | 52 | 726 |
| GROY | GOLD ROYALTY CORP | -4,082,156 | -$40.12M | 27 | 33 | 31 | 20 | 114 |
| PAAS | PAN AMERICAN SILVER CORP | -2,757,228 | $1.28B | 120 | 199 | 189 | 60 | 601 |
| PLG | PLATINUM GROUP METALS LTD | -2,571,165 | -$15.99M | 20 | 20 | 19 | 18 | 70 |
| GFI | GOLD FIELDS LTD-SPONS ADR | -1,969,108 | $109.88M | 60 | 142 | 127 | 50 | 378 |
| SGML | SIGMA LITHIUM CORP | -1,849,720 | -$55.39M | 15 | 35 | 25 | 23 | 92 |
| TMQ | TRILOGY METALS INC | -1,743,246 | -$57.99M | 42 | 49 | 20 | 17 | 145 |
| METC | RAMACO RESOURCES INC-A | -1,407,260 | -$104.05M | 42 | 63 | 50 | 43 | 203 |
| MT | ARCELORMITTAL-NY REGISTERED | -1,346,388 | $136.70M | 52 | 99 | 103 | 36 | 291 |
| SQM | QUIMICA Y MINERA CHIL-SP ADR | -1,181,903 | $247.66M | 61 | 90 | 100 | 38 | 295 |
| TFPM | TRIPLE FLAG PRECIOUS MET | -701,279 | $239.25M | 41 | 87 | 62 | 32 | 226 |
| SXC | SUNCOKE ENERGY INC | -634,541 | -$53.80M | 44 | 72 | 73 | 47 | 213 |
| SBSW | SIBANYE-STILLWATER LTD-ADR | -540,079 | -$238.01M | 51 | 115 | 69 | 48 | 266 |
| ASTLW | ALGOMA STEEL GROUP INC -CW26 | -245,458 | -$5.46M | 3 | 2 | 6 | 4 | 20 |
| ATLX | ATLAS LITHIUM INC | -199,447 | -$673.97K | 13 | 10 | 5 | 10 | 43 |
| WLKP | WESTLAKE CHEMICAL PARTNERS L | -109,915 | $28.59M | 7 | 14 | 16 | 9 | 55 |
| ORGNW | ORIGIN MATERIALS -CW26 | -73,525 | -$4.54K | 0 | 2 | 2 | 3 | 16 |
| VHI | VALHI INC | -68,745 | $1.92M | 6 | 22 | 17 | 7 | 61 |
| XPL | SOLITARIO RESOURCES CORP | -59,050 | $2.56M | 10 | 7 | 8 | 4 | 49 |
| LAAC | LITHIUM AMERICAS ARGENTINA C | -23,465 | -$179.74K | 0 | 0 | 0 | 1 | 0 |
| SAND | SANDSTORM GOLD LTD | -12,464 | -$149.58K | 0 | 0 | 0 | 2 | 0 |
| AIQUY | AIR LIQUIDE-UNSPONSORED ADR | -9,317 | $681.58K | 2 | 5 | 6 | 8 | 16 |
| SIM | GRUPO SIMEC SAB-SPON ADR | -2,399 | -$2.97M | 0 | 5 | 1 | 2 | 11 |
| GOLD | BARRICK GOLD CORP | -340 | -$183.82K | 0 | 0 | 0 | 1 | 2 |
Frequently asked questions about Most sold basic materials stocks in Q1 2026
What are the most sold Basic Materials stocks in Q1 2026?
The most sold basic materials stocks in Q1 2026 are those with the largest decrease in reported share counts across institutional investors compared to Q4 2025, based on SEC 13F filings.
Which basic materials stocks did institutional investors trimmed or exited the most in Q1 2026?
Among filers in this sector, net reductions were largest in companies such as IDAHO STRATEGIC RESOURCES IN (IDR), NEW GOLD INC (NGD), IAMGOLD CORP (IAG), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
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.