CENXNasdaqPrimary Production of AluminumFiscal year ends December 31
CENTURY ALUMINUM CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$34.36−0.67 (-1.91%)
Close on Oct 19, 2026
- Market cap
- $3.60B
- P/E (TTM)
- 5.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
106M of 99M shares
Institutional holders
413
90 new, 59 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $625.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| State Street Corporation | 5,542,720 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Glencore plc | 29,690,702 | 29.99% | 13D (active) amendment | Mar 4, 2026 |
| BlackRock, Inc. | 10,395,973 | 10.50% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CENX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Glencore plc | 29,690,702 | 29.99% | $1.37B | – | 28.07% |
| BlackRock, Inc. | 10,304,905 | 10.41% | $474.13M | +1,294,526 | 0.01% |
| State Street Corp | 5,542,720 | 5.60% | $255.02M | +875,180 | 0.01% |
| Vanguard Portfolio Management LLC | 4,773,720 | 4.82% | $219.64M | +532,163 | 0.01% |
| Assenagon Asset Management S.A. | 3,062,334 | 3.09% | $140.90M | +1,232,010 | 0.09% |
| Vanguard Capital Management LLC | 2,972,532 | 3.00% | $136.77M | +386,425 | 0.00% |
| Invesco Ltd. | 2,417,794 | 2.44% | $111.24M | +341,266 | 0.01% |
| Sourcerock Group LLC | 2,266,085 | 2.29% | $104.26M | −421,164 | 5.42% |
| Dimensional Fund Advisors LP | 2,211,502 | 2.23% | $101.76M | +20,580 | 0.02% |
| FMR LLC | 1,960,353 | 1.98% | $90.20M | −699,701 | 0.00% |
| Geode Capital Management, LLC | 1,846,800 | 1.87% | $84.99M | +306,588 | 0.00% |
| Fisher Asset Management, LLC | 1,534,405 | 1.55% | $70.60M | +683,104 | 0.02% |
| Morgan Stanley | 1,510,756 | 1.53% | $69.51M | −74,474 | 0.00% |
| Millennium Management LLC | 1,116,217 | 1.13% | $51.36M | −871,408 | 0.02% |
| Goldman Sachs Group Inc | 1,049,276 | 1.06% | $48.28M | +670,128 | 0.00% |
| Impala Asset Management LLC | 1,035,000 | 1.05% | $47.62M | +60,000 | 27.00% |
| Encompass Capital Advisors LLC | 900,000 | 0.91% | $41.41M | −651,362 | 1.47% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 870,850 | 0.88% | $40.07M | +70,719 | 0.05% |
| UBS Group AG | 866,821 | 0.88% | $39.88M | +280,055 | 0.01% |
| Boston Partners | 854,095 | 0.86% | $39.30M | +544,199 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | 106M | 100.0% | 90 / 173 | 110 / 59 | 17M | 12M |
| Q1 2026 | 387 | 101M | 100.0% | 107 / 129 | 123 / 41 | 26M | 18M |
| Q4 2025 | 326 | 100M | 100.0% | 103 / 108 | 92 / 28 | 14M | 11M |
| Q3 2025 | 256 | 97M | 97.9% | 68 / 83 | 79 / 32 | 10M | 9M |
| Q2 2025 | 221 | 96M | 96.8% | 43 / 87 | 73 / 37 | 11M | 8M |
| Q1 2025 | 218 | 92M | 93.4% | 50 / 69 | 79 / 49 | 11M | 11M |
| Q4 2024 | 222 | 92M | 93.4% | 56 / 69 | 68 / 30 | 47M | 10M |
| Q3 2024 | 197 | 56M | 56.5% | 45 / 59 | 70 / 37 | 16M | 6M |
| Q2 2024 | 191 | 56M | 56.3% | 41 / 61 | 65 / 28 | 10M | 12M |
| Q1 2024 | 180 | 58M | 58.4% | 33 / 48 | 75 / 24 | 8M | 9M |
| Q4 2023 | 171 | 58M | 59.1% | 33 / 59 | 59 / 23 | 10M | 5M |
| Q3 2023 | 162 | 53M | 53.1% | 23 / 58 | 61 / 20 | 6M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CENX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,399,284 | 3.43% | $156.40M | 0.14% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 3,124,082 | 3.16% | $143.74M | 3.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,198,725 | 2.22% | $101.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,801,366 | 1.82% | $82.88M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,589,445 | 1.61% | $73.13M | 0.04% | Jun 30, 2026 |
| Invesco Discovery Fund | 1,351,970 | 1.37% | $89.19M | 1.14% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 915,944 | 0.93% | $42.14M | 0.09% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 771,058 | 0.78% | $50.87M | 0.38% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 767,080 | 0.77% | $34.34M | 0.10% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 647,838 | 0.65% | $29.81M | 0.19% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 646,811 | 0.65% | $29.76M | 0.03% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 611,192 | 0.62% | $27.36M | 0.90% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 519,184 | 0.52% | $23.89M | 0.14% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 449,246 | 0.45% | $20.67M | 0.17% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 414,877 | 0.42% | $18.57M | 0.09% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jesse E. Gary | President and CEO, Director | 419,807 | 0.42% | Mar 17, 2026 |
| Peter A. Trpkovski | EVP, CFO | 64,125 | 0.06% | Mar 27, 2026 |
| Robert F. Hoffman | SVP, IT and CAO | 56,658 | 0.06% | Mar 13, 2026 |
| Kenneth L. Calloway | SVP, Human Resources | 24,902 | 0.03% | Mar 13, 2026 |
| Matt Aboud | SVP, Strategy & Business Dev't | 64,843 | 0.07% | Mar 4, 2026 |
| Agust F. Hafberg | SVP & Chief Commercial Officer | 45,059 | 0.05% | Mar 3, 2026 |
| Gunnar Gudlaugsson | EVP - Global Operations | 136,393 | 0.14% | Feb 27, 2026 |
| John DeZee | EVP, GC and Secretary | 97,647 | 0.10% | Feb 25, 2026 |
| Gerald C. Bialek | Chief Financial Officer | 100,620 | 0.10% | Jan 3, 2025 |
| Jennifer Mary Bush | Director | 49,044 | 0.05% | Jun 17, 2026 |
| Errol Glasser | Director | 120,869 | 0.12% | Jun 17, 2026 |
| Jarl Berntzen | Director | 211,123 | 0.21% | Jun 17, 2026 |
| Tamla A. Olivier | Director | 31,845 | 0.03% | Jun 17, 2026 |
| Andrew G. Michelmore | Director | 90,609 | 0.09% | Jun 17, 2026 |
| International Ag Glencore | 10% owner | 36,005,947 | 36.37% | Mar 4, 2026 |
| plc Glencore | 10% owner | 40,054,508 | 40.46% | Mar 4, 2026 |
| AG Glencore | 10% owner | 24,742,111 | 24.99% | Mar 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jarl Berntzen Director | Jun 15, 2026 | Award | +2,172 | – | – | 211,123 |
| Andrew G. Michelmore Director | Jun 15, 2026 | Tax withholding | −652 | $54.55 | $35.57K | 90,609 |
| Andrew G. Michelmore Director | Jun 15, 2026 | Award | +2,172 | – | – | 91,261 |
| Jennifer Mary Bush Director | Jun 15, 2026 | Award | +2,172 | – | – | 49,044 |
| Tamla A. Olivier Director | Jun 15, 2026 | Award | +2,172 | – | – | 31,845 |
| Errol Glasser Director | Jun 15, 2026 | Award | +2,172 | – | – | 120,869 |
| Peter A. Trpkovski EVP, CFO | Mar 25, 2026 | Sale | −16,739 | $50.51 | $845.49K | 64,125 |
| Jesse E. Gary President and CEO, Director | Mar 16, 2026 | Sale(10b5-1 plan) | −150,000 | $55.47 | $8.32M | 142,580 |
| Kenneth L. Calloway SVP, Human Resources | Mar 12, 2026 | Sale | −18,000 | $58.00 | $1.04M | 24,902 |
| Robert F. Hoffman SVP, IT and CAO | Mar 11, 2026 | Sale | −10,529 | $56.51 | $594.99K | 56,643 |
| Robert F. Hoffman SVP, IT and CAO | Mar 4, 2026 | Sale | −10,000 | $56.33 | $563.30K | 67,172 |
| AG Glencore 10% owner | Mar 4, 2026 | Sale | −6,315,245 | $51.75 | $326.81M | 12,184,755 |
| Matt Aboud SVP, Strategy & Business Dev't | Mar 3, 2026 | Sale | −2,971 | $52.67 | $156.48K | 64,843 |
| Matt Aboud SVP, Strategy & Business Dev't | Mar 2, 2026 | Sale | −12,126 | $52.50 | $636.62K | 67,814 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Feb 27, 2026 | Sale | −22,884 | $51.24 | $1.17M | 45,059 |
| Gunnar Gudlaugsson EVP - Global Operations | Feb 25, 2026 | Sale | −43,000 | $54.10 | $2.33M | 136,393 |
| John DeZee EVP, GC and Secretary | Feb 23, 2026 | Sale | −66,000 | $50.72 | $3.35M | 97,647 |
| Peter A. Trpkovski EVP, CFO | Feb 9, 2026 | Tax withholding | −4,240 | $54.36 | $230.49K | 80,864 |
| Jesse E. Gary President and CEO, Director | Jan 23, 2026 | Sale(10b5-1 plan) | −150,000 | $48.19 | $7.23M | 292,580 |
| Jesse E. Gary President and CEO, Director | Jan 12, 2026 | Gift | +314,611 | – | – | 442,580 |
| Jesse E. Gary President and CEO, Director | Jan 12, 2026 | Gift | −314,611 | – | – | 277,227 |
| Robert F. Hoffman SVP, IT and CAO | Jan 1, 2026 | Award | +5,122 | – | – | 77,172 |
| Kenneth L. Calloway SVP, Human Resources | Jan 1, 2026 | Award | +5,238 | – | – | 42,902 |
| Gunnar Gudlaugsson EVP - Global Operations | Jan 1, 2026 | Award | +15,624 | – | – | 179,393 |
| Peter A. Trpkovski EVP, CFO and Treasurer | Jan 1, 2026 | Award | +13,488 | – | – | 85,104 |
| Jesse E. Gary President and CEO, Director | Jan 1, 2026 | Award | +57,443 | – | – | 591,838 |
| John DeZee EVP, GC and Secretary | Jan 1, 2026 | Award | +9,821 | – | – | 163,647 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Jan 1, 2026 | Award | +5,238 | – | – | 67,943 |
| Matt Aboud SVP, Strategy & Business Dev't | Jan 1, 2026 | Award | +5,529 | – | – | 79,940 |
| Robert F. Hoffman SVP, IT and CAO | Dec 31, 2025 | Tax withholding | −6,228 | $39.18 | $244.01K | 72,050 |
| Robert F. Hoffman SVP, IT and CAO | Dec 31, 2025 | Tax withholding | −12,455 | $39.18 | $487.99K | 78,278 |
| Robert F. Hoffman SVP, IT and CAO | Dec 31, 2025 | Award | +31,650 | – | – | 90,733 |
| Kenneth L. Calloway SVP, Human Resources | Dec 31, 2025 | Award | +18,150 | – | – | 46,856 |
| Kenneth L. Calloway SVP, Human Resources | Dec 31, 2025 | Tax withholding | −5,469 | $39.18 | $214.28K | 41,387 |
| Kenneth L. Calloway SVP, Human Resources | Dec 31, 2025 | Tax withholding | −3,723 | $39.18 | $145.87K | 37,664 |
| Gunnar Gudlaugsson EVP - Global Operations | Dec 31, 2025 | Tax withholding | −20,943 | $39.18 | $820.55K | 163,769 |
| Gunnar Gudlaugsson EVP - Global Operations | Dec 31, 2025 | Award | +82,794 | – | – | 226,598 |
| Gunnar Gudlaugsson EVP - Global Operations | Dec 31, 2025 | Tax withholding | −41,886 | $39.18 | $1.64M | 184,712 |
| Peter A. Trpkovski EVP, CFO and Treasurer | Dec 31, 2025 | Tax withholding | −8,090 | $39.18 | $316.97K | 75,661 |
| Peter A. Trpkovski EVP, CFO and Treasurer | Dec 31, 2025 | Award | +18,260 | – | – | 83,751 |
| Peter A. Trpkovski EVP, CFO and Treasurer | Dec 31, 2025 | Tax withholding | −4,045 | $39.18 | $158.48K | 71,616 |
| Jesse E. Gary President and CEO, Director | Dec 31, 2025 | Tax withholding | −203,131 | $39.18 | $7.96M | 602,106 |
| Jesse E. Gary President and CEO, Director | Dec 31, 2025 | Tax withholding | −67,711 | $39.18 | $2.65M | 534,395 |
| Jesse E. Gary President and CEO, Director | Dec 31, 2025 | Award | +439,090 | – | – | 805,237 |
| John DeZee EVP, GC and Secretary | Dec 31, 2025 | Award | +54,042 | – | – | 186,960 |
| John DeZee EVP, GC and Secretary | Dec 31, 2025 | Tax withholding | −21,163 | $39.18 | $829.17K | 165,797 |
| John DeZee EVP, GC and Secretary | Dec 31, 2025 | Tax withholding | −11,971 | $39.18 | $469.02K | 153,826 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Dec 31, 2025 | Tax withholding | −7,811 | $39.18 | $306.03K | 62,705 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Dec 31, 2025 | Tax withholding | −15,622 | $39.18 | $612.07K | 70,516 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Dec 31, 2025 | Award | +30,878 | – | – | 86,138 |
| Matt Aboud SVP, Strategy & Business Dev't | Dec 31, 2025 | Tax withholding | −8,243 | $39.18 | $322.96K | 74,411 |
| Matt Aboud SVP, Strategy & Business Dev't | Dec 31, 2025 | Tax withholding | −16,485 | $39.18 | $645.88K | 82,654 |
| Matt Aboud SVP, Strategy & Business Dev't | Dec 31, 2025 | Award | +36,550 | – | – | 99,139 |
| International Ag Glencore 10% owner | Nov 10, 2025 | Conversion | +4,948,591 | – | – | 17,505,947 |
| International Ag Glencore 10% owner | Nov 10, 2025 | Sale | −9,000,000 | $30.25 | $272.25M | 18,500,000 |
| AG Glencore 10% owner | Sep 30, 2025 | Conversion | +2,848 | – | – | 12,557,356 |
| Agust F. Hafberg SVP & Chief Commercial Officer | Sep 26, 2025 | Sale | −9,493 | $27.91 | $264.95K | 55,260 |
| Kenneth L. Calloway SVP, Human Resources | Sep 19, 2025 | Sale | −16,450 | $27.50 | $452.38K | 28,706 |
| Matt Aboud SVP, Strategy & Business Dev't | Aug 12, 2025 | Sale | −12,027 | $23.27 | $279.87K | 62,589 |
| plc Glencore 10% owner | Jun 30, 2025 | Conversion | +16,477 | – | – | 12,554,508 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jarl Berntzen Director | Jun 9, 2026 | 93,387 | $5.91M | Jun 9, 2026 | Restricted Stock Award |
| Peter A. Trpkovski Officer | Mar 25, 2026 | 16,739 | $844.54K | Mar 25, 2026 | Compensation |
| Kenneth L. Calloway Officer | Mar 12, 2026 | 18,000 | $1.06M | Mar 12, 2026 | Restricted Stock Grant |
| International AG Glencore 10% Stockholder | Mar 4, 2026 | 6,315,245 | $52 | Mar 4, 2026 | See Note (3) |
| Robert F. Hoffman Officer | Mar 2, 2026 | 20,529 | $1.06M | Mar 2, 2026 | Equity Compensation |
| Matt Aboud Officer | Feb 27, 2026 | 30,097 | $1.55M | Feb 27, 2026 | RSU |
| Agust F. Hafberg Officer | Feb 25, 2026 | 22,884 | $1.24M | Feb 25, 2026 | Restricted Stock Grant |
| Gunnar Gudlaugsson Officer | Feb 25, 2026 | 43,000 | $2.32M | Feb 25, 2026 | Restricted Stock Units |
| John DeZee Officer | Feb 23, 2026 | 66,000 | $3.47M | Feb 23, 2026 | LTIP 2019-2021 PSU |
| E. Gary Jesse President, CEO, Director | Jan 23, 2026 | 300,000 | $14.49M | Jan 23, 2026 | RSU Vesting |
| International AG Glencore 10% Stockholder | Nov 12, 2025 | 9,000,000 | $297.45M | Nov 10, 2025 | See Note (3) |
| Agust F. Hafberg Officer | Sep 25, 2025 | 9,493 | $249.95K | Sep 25, 2025 | Restricted Stock Grant |
| Kenneth L. Calloway Officer | Sep 15, 2025 | 16,450 | $433.46K | Sep 15, 2025 | Restricted Stock Grants |
| Matt Aboud Officer | Aug 12, 2025 | 12,027 | $277.10K | Aug 12, 2025 | RSU Vesting |
| Robert F. Hoffman Officer | Mar 17, 2025 | 12,000 | $245.94K | Mar 17, 2025 | Equity Compensation |