What smart money is saying about Lycopodium Limited
LYL.AX
No fund has written a full thesis on Lycopodium Limited in our archive, but 1 fund letter reports a position in it — most recently Spheria Global Opportunities Fund Spheria Australian Microcap Fund in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Lycopodium 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
“The portfolio has historically been underweight the sector, gaining exposure instead through quality mining services names such as GR Engineering (GNG), Mader (MAD.ASX) and Lycopodium (LYL.ASX) - though this was not enough to offset the strong returns delivered by the broader materials sector over the financial year.”
Read the letterLycopodium Limited
Read the letters behind these Lycopodium Limited positions
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