What smart money is saying about Freeport-McMoRan
FCX
No fund has written a full thesis on Freeport-McMoRan in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Dividend Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Freeport-McMoRan on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“We exited Diageo in consumer staples, DTE Energy in utilities, L3Harris Technologies in industrials, UnitedHealth in health care and Freeport-McMoRan in materials.”
Freeport-McMoRan - HoldsAugustine Asset Management Global Equity & Fixed Income StrategiesJune 2026
“Positive contributions from global technology (Taiwan Semiconductor Manufacturing, ASML, Apple), European industrials (Siemens), Japanese financials (Mizuho, Sumitomo Mitsui), and US and Asian materials (Freeport McMoran, BHP) were partially offset by Japanese industrials (Mitsui, Marubeni), US healthcare (Gilead, Regeneron, United Therapeutics, Medtronic), and European energy (Shell, TotalEnergies).”
Freeport-McMoRan
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