ARS Investment Partners, LLC FCX — Freeport McMoran Copper & Gold COM

Ownership history in ARS Investment Partners, LLC  ·  43 quarters on record

AI Ownership Summary

ARS Investment Partners, LLC reported Freeport McMoran Copper & Gold COM (FCX) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.45% in 2023 Q4. The latest visible filing shows FCX at 3.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Investment Partners, LLC's position in Freeport McMoran Copper & Gold COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCX was reported at 3.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCX stock page ARS Investment Partners, LLC fund profile ARS Investment Partners, LLC full holdings
How ARS Investment Partners, LLC held FCX — position size vs. price
% of Fund (quarterly)    FCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,072,053 +146,959 +15.9% 3.28% $63.0M 2026-04-16 $68.28
2025 Q4 ADDED — — — 925,094 +16,405 +1.8% 2.75% $47.0M 2026-02-05 $59.09
2025 Q3 REDUCED 6.4% +31.7% ❌ 908,689 -62,343 -6.4% 2.35% $35.6M 2025-10-15 $41.51
2025 Q2 ADDED — — — 971,032 +127,431 +15.1% 3.07% $42.1M 2025-08-11 $41.12
2025 Q1 REDUCED — — — 843,601 -4,169 -0.5% 2.91% $32.1M 2025-05-14 $38.61
2024 Q4 ADDED — — — 847,770 +4,695 +0.6% 2.91% $32.3M 2025-01-16 $39.39
2024 Q3 REDUCED 10.1% -23.3% ✅ 843,075 -94,283 -10.1% 3.77% $42.1M 2024-10-16 $47.03
2024 Q2 REDUCED — — — 937,358 -4,665 -0.5% 4.36% $45.6M 2024-07-17 $47.40
2024 Q1 REDUCED — — — 942,023 -1,519 -0.2% 4.41% $44.3M 2024-05-02 $47.54
2023 Q4 REDUCED — — — 943,542 -19,607 -2.0% 4.45% $40.2M 2024-02-14 $36.14
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCX

As of 2026 Q1 — sorted by position size

Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 20.23% PKO BP BANKOWY Universal Pension Society JSC 14.5% General Pension Society PZU Joint Stock Co 10.8% Generali Powszechne Towarzystwo Emerytalne 9.27% Westend Capital Management, LLC 3Y 7Y 5.4% Advanced Asset Management Advisors Inc 3Y 7Y 4.06% VILLERE ST DENIS J & CO LLC 3Y 7Y 3.08% TSP Capital Management Group, LLC 3Y 7Y 3.07% Hosking Partners LLP 3Y 7Y 3.03% Kessler Investment Group, LLC 3Y 7Y 2.86%

FAQ About ARS Investment Partners, LLC and FCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Investment Partners, LLC reported owning FCX?

ARS Investment Partners, LLC reported FCX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCX position in ARS Investment Partners, LLC's portfolio?

The largest reported portfolio weight for FCX was 4.45% in 2023 Q4.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2026 Q1, when ARS Investment Partners, LLC reported 1,072,053 shares, equal to 3.28% of portfolio, with an estimated market value of $63.0M.

What does the chart on this FCX ownership page compare?

The chart compares ARS Investment Partners, LLC's quarterly FCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARS Investment Partners, LLC time their FCX position?

Based on 13F filing dates vs. subsequent FCX price moves, ARS Investment Partners, LLC correctly timed 22 out of 41 reported position changes (54%). The annualised alpha on FCX relative to SPY over the holding period was -1.2%.

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