Summit Trail Advisors, LLC

Position in ATI — Ati Inc

CIK 1698478 NEW YORK, NY

Position in ATI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,183,191

+$271,012 QoQ

Shares Held

6,003

-4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#381

of 787 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $3,767,484 across 4 Metal Fabrication names. ATI ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc This page	6,003	$1,183,191
2	MLI	Mueller Industries Inc	16,748	$1,029,415
3	CRS	Carpenter Technology Corp	1,353	$834,584
4	ESAB	ESAB Corp	7,303	$720,294

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,183,191	6,003	-4.3%	Shares	Sole	2026-08-11
2026-03-31	$912,179	6,271	+106.4%	Shares	Sole	2026-05-12
2025-12-31	$348,640	3,038	-37.0%	Shares	Sole	2026-02-17
2025-09-30	$392,058	4,820	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.