What smart money is saying about DPM Metals
DPM.TO
No fund has written a full thesis on DPM Metals in our archive, but 1 fund letter reports a position in it — most recently L1 Capital Long Short Fund in September 2026.
Get an email when a fund buys, sells or pitches it
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in DPM Metals on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- September 2026
“Portfolio performance was pleasing over the quarter, particularly given the volatile market backdrop and the continued concentration of market leadership in a narrow group of AI-related stocks. Key contributors included DPM Metals, Santos, Taseko and our short position in CBA, while more interest rate and oil sensitive names like The Lottery Corporation and Fraport were key detractors (see page 7 for further detail).”
DPM Metals
Read the letters behind these DPM Metals positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger