
What smart money is saying about Fortescue
FMG.AX
No fund has written a full thesis on Fortescue in our archive, but 1 fund letter reports a position in it — most recently ACATIS Investment Report in July 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Fortescue 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
- July 2026
“Fortescue (-15.6%): The Aust- ralian firm is one of the world‘s largest iron ore producers, with the majority of its products going to China.”
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