Monitor for further 13G amendments or a potential conversion to 13D if Dimensional's stake continues to grow. The passive nature of the filing suggests no near-term activist pressure, but the increased allocation from a respected quantitative manager is a positive signal.
Price Chart
Executive Summary
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 6.7% passive stake in Koppers Holdings Inc. as of September 30, 2026, up from a prior filing that showed a lower position. The increase signals growing conviction from a major quantitative asset manager, though the filing remains passive with no activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP reported beneficial ownership of 1,265,529 shares of Koppers Holdings Inc. common stock.
- The stake represents 6.7% of the outstanding shares as of September 30, 2026.
- Dimensional has sole voting power over 1,240,909 shares and sole dispositive power over 1,265,529 shares.
- The filing is an amendment to a prior Schedule 13G, indicating an increase from the previously disclosed position.
- Dimensional disclaims beneficial ownership and certifies the securities were acquired in the ordinary course of business, not for control purposes.
Financial Impact
Dimensional increased its stake to 6.7% of KOP, up from an undisclosed prior level. The exact dollar value of the position is not stated in the filing.
Risk Factors
- Dimensional's passive filing means no activist catalyst is expected; the stake increase may already be priced in.
- The filing does not disclose the purchase price or timing of the additional shares, limiting the ability to gauge cost basis.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000354204-26-001043 |
| Document: 0000354204-26-001043-index.html | 0000354204-26-001043 |
| Document: 0000354204-26-001043.txt | 0000354204-26-001043 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Press Release | $40.18 | awaiting T+5 | — | $41.14 (+2.39%) |
Oct 22, 2026 4d ago | SC 13D/A | $40.18 | awaiting T+5 | — | $41.14 (−2.39%) |
Oct 19, 2026 8d ago | SC 13G/A | $42.91 $39.83 | ▲ +7.18% | ▲ +7.03% | $41.14 (+4.12%) |
Oct 8, 2026 18d ago | SC 13G/A | $44.24 $43.44 | ▼ −1.81% | ▼ −1.53% | $41.14 (−7.01%) |
Aug 20, 2026 9w ago | Insider Cluster | $45.19 $46.56 | ▲ +3.03% | ▲ +2.56% | $41.14 (−8.96%) |
Aug 13, 2026 10w ago | Insider Cluster | $47.14 $45.19 | ▼ −4.14% | ▼ −2.77% | $41.14 (−12.73%) |
Aug 12, 2026 10w ago | Insider Cluster | $46.22 $45.88 | ▼ −0.74% | ▲ +1.23% | $41.14 (−10.99%) |
Aug 11, 2026 10w ago | Insider Cluster | $45.34 $44.90 | ▲ +0.97% | ▲ +0.53% | $41.14 (+9.26%) |
May 11, 2026 24w ago | 8-K | $43.08 $40.39 | ▼ −6.24% | ▼ −6.16% | $41.14 (−4.50%) |
May 8, 2026 24w ago | 8-K | $43.99 $42.41 | ▲ +3.59% | ▲ +5.06% | $41.14 (+6.48%) |
US Market Status
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