
What smart money is saying about Birchcliff Energy Ltd.
BIR.TO
No fund has written a full thesis on Birchcliff Energy Ltd. in our archive, but 1 fund letter reports a position in it — most recently Kopernik Global All-Cap Fund in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Birchcliff Energy Ltd. on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- New positionKopernik Global All-Cap FundJune 2026
“Lower prices provided multiple new opportunities during the quarter. The Fund initiated positions in: Lumina Metals Corp, a pre-production gold and silver developer with assets in Poland; DiDi Global Inc., the “Uber of China,” which has 70% of the Chinese ride-sharing market; Ayala Corp, a Filipino conglomerate with investments in various segments including real estate, banking, telecommunication, renewable energy, health, logistics, and mobility; EPAM Systems Inc., a specialized software-engineering firm; Mosaic Co., the largest phosphate producer in the United States and a global producer of potash; Birchcliff Energy Ltd., a Canadian natural gas producer with long- lived low-cost reserves; GT Capital Holdings Ltd, a Filipino holding company; and Grupo Financiero Inbursa SAB de CV, a Mexico-based financial holding company.”
Birchcliff Energy Ltd.
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