What smart money is saying about Grupo Mexico
GMEXICOB.MX
No fund has written a full thesis on Grupo Mexico in our archive, but 2 fund letters report a position in it — most recently PM Capital Global Companies Fund, Australian Companies Fund & Enhanced Yield Fund in September 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Grupo Mexico, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- September 2026
“We reduced the Fund's positioning across the copper sector during the quarter, exiting Grupo Mexico and materially reducing our positions in Freeport McMoRan and Teck Resources.”
Grupo Mexico - June 2026
“We added to several of our existing positions during the quarter, including JSW Energy Limited, Grupo Mexico, S.A.B. de C.V., SK hynix Inc., Alibaba Group Holding Limited, Nu Holdings Ltd., Power Grid Corporation of India Limited, Contemporary Amperex Technology Co., Limited, d'Alba Global Co., Ltd., and Pony AI Inc.”
Grupo Mexico
Read the letters behind these Grupo Mexico positions
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