What smart money is saying about Ivanhoe Mines
IVN.TO
No fund has written a full thesis on Ivanhoe Mines in our archive, but 2 fund letters report a position in it — most recently White Falcon Capital in March 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q1 2026, 2 fund letters reported a position in Ivanhoe Mines, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsWhite Falcon CapitalMarch 2026
“This was a tough and volatile quarter. While the headline numbers suggest a mild pullback, the picture beneath the surface was much harsher. Software and services led sector level declines. Our exposure in these groups was hit by broad multiple contraction as markets priced AI related risks. In addition, our holdings in Ag Growth (AFN) and Ivanhoe Mines (IVN) faced company specific setbacks that further contributed to the drawdown.”
Ivanhoe Mines - HoldsPolar Capital Emerging Market Stars FundDecember 2025
Listed in Polar Capital Emerging Market Stars Fund’s reported holdings.
Ivanhoe Mines
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