What smart money is saying about Lynas Rare Earths Limited
LYC.AX
No fund has written a full thesis on Lynas Rare Earths Limited in our archive, but 1 fund letter reports a position in it — most recently Baron International Growth Fund in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Lynas Rare Earths Limited on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“In addition, our overweight positioning together with adverse stock selection in the Materials sector, primarily attributable to a few holdings in our sustainability/ESG ( Lundin Mining Corporation and AMG Critical Materials N.V. ) and global security ( Agnico Eagle Mines Limited and Lynas Rare Earths Limited ) themes, was also a drag on relative results.”
Read the letterLynas Rare Earths Limited
Read the letters behind these Lynas Rare Earths Limited positions
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