What smart money is saying about Vale
VALE
No fund has written a full thesis on Vale in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford Emerging Markets Strategy in June 2026.
Get an email when a fund buys, sells or pitches it
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Vale on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2026
“So that's creating another source of ideas in energy, materials and infrastructure. Our recent additions to Vista Energy and Vale fit this pattern.”
Vale
Read the letters behind these Vale 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.
View plans→Share this ledger