Position in ATI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$270,027
+$60,856 QoQ
Shares Held
1,370
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#588
of 787 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $272,546 across 2 Metal Fabrication names. ATI ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
This page
|
1,370 | $270,027 | |
| 2 | MLI |
Mueller Industries Inc
|
82 | $2,519 |
All Filings in ATI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,027 | 1,370 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $209,171 | 1,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,024 | 1,438 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $131,064 | 1,518 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||