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What smart money is saying about Larvotto ResourcesAustralia flag

LRV.AX · Basic Materials · Other Precious Metals · Market cap $387M

2 funds in our archive have pitched Larvotto Resources — most recently Massif Capital Real Assets Strategy in June 2026.

Company profile

Larvotto Resources Limited, established in 2020 and headquartered in Nedlands, Australia, specializes in the procurement, exploration, assessment, and advancement of mineral assets throughout Australia and New Zealand. The company's exploration efforts target a diverse range of commodities, including copper, gold, cobalt, nickel, lithium, and platinum group elements. Its key Australian holdings comprise the wholly-owned Mt Isa Copper project, encompassing roughly 900 square kilometers in Queensland's Mt Isa region, and the Eyre project, covering around 580 square kilometers in the Kalgoorlie region of Western Australia. Additionally, Larvotto holds an option to acquire a 75% share in the Ohakuri project, situated on New Zealand's North Island and spanning 25.78 square kilometers.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Larvotto Resources, with no move described.

Fund letters reporting a position in Larvotto Resources, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q4 20250001

Fund activity · 1 position

  • HoldsMassif Capital Real Assets Strategy
    June 2026
    Larvotto is bringing the Hillgrove antimony mine in New South Wales into production in a market China banned outright in December 2024, with offtake already secured to Wogen and Glencore rather than to a Chinese converter.
    Read the letterLarvotto Resources

Fund coverage · 2 theses

  • Massif Capital Real Assets Strategy
    June 2026

    Larvotto Resources is bringing the Hillgrove antimony mine into production with secured offtake in a market reshaped by China’s export ban.

    Read the full thesis
  • Massif Capital
    December 2025

    Larvotto Resources is advancing the Hillgrove project with gold and antimony, offering exposure driven primarily by antimony economics rather than gold sentiment.

    Read the full thesis

Read every full thesis on Larvotto Resources

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