Waverly Advisors, LLC

Position in VALE — Vale S.A.

CIK 1568787 BIRMINGHAM, AL

Position in VALE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,179,270

+$3,990,635 QoQ

Shares Held

262,682

+1714.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $21,179,911 across 5 Other Industrial Metals & Mining names. VALE ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	185,288	$13,477,849
2	VALE	Vale S.A. This page	262,682	$4,179,270
3	RIO	Rio Tinto PLC	35,449	$3,307,037
4	MP	MP Materials Corp. / DE	4,336	$209,255
5	WWR	Westwater Resources, Inc.	10,000	$6,500

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,179,270	262,682	+1714.5%	Shares	Sole	2026-05-15
2025-12-31	$188,635	14,477	+12.4%	Shares	Sole	2026-02-17
2025-09-30	$139,844	12,877	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$124,957	12,869	0.0%	Shares	Sole	2025-08-14
2025-03-31	$128,432	12,869	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.