# Gerdau (GGB): value investors who own it | moatshark

1 value investor held Gerdau in their Q2 2026 13F, led by Causeway Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Causeway Capital Management | 0.3% | $29.2m | Added +5.7% | 14 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-23 | Johannpeter Claudio |  | Sold | 85607 | $423k |
| 2026-09-17 | Lopes Rafael Gamboa |  | Sold | 51800 | $264k |
| 2026-08-10 | Johannpeter Andre Bier Gerdau |  | Sold | 99200 | $490k |
| 2026-08-06 | Japur Rafael Dorneles |  | Sold | 10000 | $51k |
| 2026-06-08 | Mattiello Marcos Zilles |  | Sold | 10387.111 | $53k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ggb). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.