What smart money is saying about Barrick Mining
ABX.TO
No fund has written a full thesis on Barrick Mining in our archive, but 2 fund letters report a position in it — most recently Antipodes Global SMID Active ETF in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Barrick Mining — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“• Hemlo Mining (-21%) and Barrick Mining (-11%) detracted as gold reversed sharply late in the Quarter, with geopolitical risk premia unwinding after the Iran ceasefire and real yields rising on the hawkish Fed repricing. Both companies own excellent assets that they are expanding in scope, with material resource and reserve upgrades at flagship, geopolitically sound North American mines, and both remain in the portfolio.”
Barrick Mining - September 2025
“Added to Barrick Mining during the Quarter, increasing the portfolio’s defensive commodity exposure across gold and platinum.”
Barrick Mining
Read the letters behind these Barrick Mining positions
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