What smart money is saying about Alamos Gold
AGI
No fund has written a full thesis on Alamos Gold in our archive, but 4 fund letters report a position in it, most recently Aristotle Small/Mid Cap Equity WM Composite in June 2026.
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4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q3 2025 and Q2 2026, 4 fund letters reported a position in Alamos Gold, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions
- 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.”
Alamos Gold - 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.”
Alamos Gold - 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.”
Alamos Gold - HoldsVela Small Cap FundSeptember 2025
“Shares of gold miner, Alamos Gold (AGI), appreciated during the quarter along with strong results and the increase in the price of gold.”
Alamos Gold
Read the letters behind these Alamos Gold positions
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