What smart money is saying about Rio Tinto
RIO
No fund has written a full thesis on Rio Tinto in our archive, but 2 fund letters report a position in it — most recently TAMIM Fund Global High Conviction in July 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Rio Tinto — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- July 2026
Listed in TAMIM Fund Global High Conviction’s reported holdings.
Read the letterRio Tinto - June 2026
“We also exited Rio Tinto, Newmont, National Australia Bank, Visa, UnitedHealth and Nike, taking the total to fourteen positions sold and thirteen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
Read the letterRio Tinto
Read the letters behind these Rio Tinto positions
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