What smart money is saying about Newmont Corporation
NEM
No fund has written a full thesis on Newmont Corporation in our archive, but 1 fund letter reports a position in it — most recently PM Capital Global Companies Fund in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Newmont Corporation 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
“Conversely, this macro repricing of US interest rate expectations contributed to a -12% decline in the gold price, weighing on Newmont Mining, which fell -15%.”
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