Alta Fundamental Dumps 175K Chemours Shares in Q1
Key Points
The firm sold 175,000 shares of Chemours.
Post-trade stake: 700,000 shares, valued at $15.42 million
Chemours now accounts for 5.8% of the fund’s AUM, making it the fund’s fifth largest holding.
- 10 stocks we like better than Chemours ›
Alta Fundamental Advisers LLC cut its stake in Chemours (NYSE:CC) by 175,000 shares during the first quarter, an estimated $3.05 million trade based on quarterly average pricing, according to an SEC filing dated May 5, 2026,.
- Sold 175,000 shares of Chemours
- Quarter-end position value decreased by $5.1 million, reflecting both trading and stock price changes over the period
- Post-trade stake: 700,000 shares, valued at $15.42 million
- Chemours now accounts for 5.8% of the fund’s AUM, making it the fund’s fifth largest holding
What else to know
- Top holdings after the filing:
- NYSE: TDAY: $75.8 million (28.6% of AUM)
- NASDAQ: LILAK: $27.4 million (10.3% of AUM)
- NYSE: PUMP: $25.6 million (9.6% of AUM)
- NYSE: BTU: $16.5 million (6.2% of AUM)
- NYSE: CC: $15.4 million (5.8% of AUM)
Company Overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $5.8 billion |
| Net Loss (TTM) | ($386.00 million) |
| Dividend Yield | 1.3% |
| Price (as of market close May 4) | $27.22 |
Company Snapshot
Chemours is a global provider of performance chemicals, with a portfolio spanning titanium technologies, thermal and specialized solutions, advanced performance materials, and chemical solutions. The company supplies essential materials for a wide range of industrial and consumer applications.
- Provides titanium dioxide pigments, refrigerants, advanced performance materials, and industrial chemicals across global markets.
- Serves a diverse customer base, including manufacturers, resellers, and distributors in sectors such as coatings, plastics, electronics, and energy.
- Generates revenue by manufacturing and distributing specialty chemicals for industrial, packaging, coatings, electronics, and automotive applications.
What this transaction means for investors
Alta Fundamental sold 20% of its Chemours shares during the first quarter. It still holds 700,000 shares valued at $15.4 million, and the position still represents 5.8% of its $265.3 million in reported AUM.
The investment firm sold stock as the shares rallied over the last few months. This year, through May 4, Chemours shares have gained an eye-popping 136%. That trounced the S&P 500 index’s 6.2%.
Chemours reported $5.8 billion in sales in 2025, flat versus 2024. Earlier this year, management stated that it expects 3% to 5% growth this year. With first-quarter sales increasing 1% year over year to $1.4 billion, the pace will need to pick up to meet these expectations.
Investors should tread carefully. After all, last year the board of directors slashed the company’s quarterly dividends from $0.25 a share to $0.0875 a share. It’s not usually a good sign when companies cut dividends, especially so sharply.
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Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool recommends USA Today. The Motley Fool has a disclosure policy.
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