What smart money is saying about Alamos Gold
AGI
No fund has written a full thesis on Alamos Gold in our archive, but 1 fund letter reports a position in it — most recently Aristotle Small/Mid Cap Equity WM Composite in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Alamos Gold on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Alamos Gold (AGI), a Canadian gold producer focused on developing and operating high quality mines in North America, detracted from performance following a reduction in 2026 production guidance driven by operational challenges at its Young-Davidson mine, including seismic activity, lower mining rates, and higher costs. Weaker gold prices during the quarter also weighed on the shares. We believe these headwinds are temporary and continue to view the company favorably given the successful ramp up of the Island Gold District, a robust project pipeline, and attractive long term production growth.”
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