
What smart money is saying about Mineral Resources
1 fund in our archive has pitched Mineral Resources — most recently L1 Capital Catalyst Fund in June 2026.
Mineral Resources Limited, together with subsidiaries, provides mining services in Australia, China, and internationally. It operates through Mining Services, Iron Ore, Lithium, Energy, and Other segments. The company offers mining services contractors, and trades in mining services; pit-to-ship solutions to the resources sectors; design and construction of mineral processing facilities; transport and logistics services comprising supply chain, road haulage, autonomous road train, and transshipping services; manufacturing of equipment and parts for the mining industry; rehabilitation services; and engineering and construction services. It also provides iron ore with the transformational Onslow Iron project in the West Pilbara region; produces and supplies battery-grade lithium products; develops and mines lithium from its mines that sells spodumene concentrate; and develops, mines, and exports iron ore. In addition, the company engages in exploration and drilling services for the energy sector; manganese projects and the Lucky Bay garnet mines; gas production; and energy solutions for natural gas to power operations; explores renewable energy sources, such as solar, wind, and geothermal; conventional gas and geothermal energy solutions; and power. Further, it provides crushing, processing, haulage, port materials handling, transhipping, mobile mining asset maintenance, camp and accommodation, and domestic air transportation services. Mineral Resources Limited was founded in 1992 and is headquartered in Osborne Park, Australia.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Mineral Resources, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsL1 Capital Catalyst FundJune 2026
“• Mineral Resources: Shares increased ~16% during the quarter as lithium prices remained robust and the company hosted investors for a tour of its lithium assets, highlighting accretive growth options at Wodgina and Mt Marion, alongside the restart of Bald Hill.”
Mineral Resources - HoldsOC Premium Small Companies FundMarch 2025
“Stock Specific Mineral Resources (MIN, -30.0%) share price has been under significant pressure due to increased costs for its flagship Onslow Iron project caused by severe weather conditions which also reduced FY25 production forecasts.”
Mineral Resources
Fund coverage · 1 thesis
- L1 Capital Catalyst FundJune 2026
Mineral Resources offers lithium volume growth, higher-grade production expansion, normalising leverage and attractive risk-reward.
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