What smart money is saying about Southern Copper
No fund has written a full thesis on Southern Copper in our archive, but 2 fund letters report a position in it, most recently Harding Loevner Frontier Emerging Markets Equity in July 2026.
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Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Southern Copper, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- July 2026
Listed in Harding Loevner Frontier Emerging Markets Equity’s reported holdings.
Southern Copper - March 2026
Listed in Frontier Emerging Markets Equity’s reported holdings.
Southern Copper
Also mentioned · 1
These funds discuss Southern Copper as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedThird Avenue Management Value FundDecember 2025
“By way of example, there are a few pure-play copper mining companies with multi-decade records as public companies, such as Antofagasta plc and Southern Copper Corp.”
Southern Copper
Read the letters behind these Southern Copper positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
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