Letters by company
Lundin Mining Corporation
5 letters discussing LNDMY. Everything written about it on this site is on its ticker page.
- Third Avenue Management Value Fund Third Avenue Value Fund argues that easyJet’s aircraft, slots and net cash support its takeover appeal, while Paltac’s warehouse network underpins Medipal’s tender offer. The fund added thyssenkrupp, citing discounted asset value and a multiyear separation plan, and retains offshore-energy exposure on energy-security and inventory-rebuilding demand. three months ended June 30, 2026 6951 $2.5BESYJY $5.2BHRBAY $1.1T
- Protean Funds Fog of War Protean Funds bought Nibe on the view that Europe’s energy-security shock strengthens the long-term case for efficient heating, while using March volatility to trim expensive holdings and add indiscriminately sold names. Protean Select cut its capacity limit, while Small Cap added Vimian and Vertiseit and exited Hexpol and Sinch. March 2026 DVYSR $89MNDRBF $9BVERT-B $192M
- Polaris Capital Management First Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold Methanex after its valuation target and exited Capgemini as outsourcing risks weakened its thesis, while adding Ryanair after an oil-led selloff. It favored fertilizer, energy and financial holdings amid Hormuz-driven disruptions, and argues Ryanair's costs and fuel hedges support share gains. The strategy sees international diversification gaining appeal as U.S. concentration risks rise. First Quarter 2026 MEOH $4.8BRYAAY $29B
- Protean Funds Previously Unseen Levels Of Monitoring The Situation Protean Funds added selectively to Nordic small-cap holdings after pension-fund restructuring created forced selling, while reducing Select exposure and ending its EUR and DKK hedge. Small Cap sold Lundbeck, Asmodee, Kambi and Xano, and added Coffee Stain, Sinch and MTG while trimming Smartoptics. February 2026 7806 $2.3BACAST $581MARFA $63M
- Massif Capital Fourth Quarter 2025 Letter to Investors Massif Capital exited G Mining Ventures as its upside became increasingly dependent on gold, while retaining Equinox Gold and adding Larvotto Resources for antimony exposure. The strategy favors cash-generative oil producers and copper assets constrained by scarce supply, while preparing to diversify beyond mining into real-asset businesses. fourth quarter of 2025 MDNGF $71MEQNR $102BEQX $13B
