SIR Capital Management’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13M Sell
207,100
-351,594
-63% -$22.6M 1.5% 18
2026
Q1
$32.8M Sell
558,694
-66,262
-11% -$4M 3.07% 9
2025
Q4
$31.7M Buy
624,956
+286,400
+85% +$12.4M 3.51% 5
2025
Q3
$13.3M Buy
+338,556
New +$14.7M 1.19% 30

Other funds holding FCX

SIR Capital Management's FCX Position: Q2 2026 in Review

SIR Capital Management reduced its Freeport-McMoran (FCX) stake by 63% in Q2 2026, selling an estimated $22.6M and leaving 207,100 shares worth $13M. The position accounts for 1.5% of the portfolio, ranked #18.

SIR Capital Management first reported a position in FCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.8M in Q1 2026. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • SIR Capital Management held 207,100 shares of Freeport-McMoran worth $13M as of Q2 2026.
  • SIR Capital Management sold 351,594 Freeport-McMoran shares in Q2 2026, an estimated $22.6M.
  • Freeport-McMoran made up 1.5% of SIR Capital Management's portfolio in Q2 2026, its #18 holding.
  • SIR Capital Management first reported a position in Freeport-McMoran in Q3 2025 and has held it in 4 quarters since.
  • SIR Capital Management's Freeport-McMoran position peaked at $32.8M in Q1 2026.
  • 1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.