FCX β€” FREEPORT-MCMORAN INC

Ownership history in Regal Partners Ltd  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Regal Partners Ltd reported a position in FREEPORT-MCMORAN INC (FCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
10.5% (2025 Q2)
πŸ“Š Avg. % of fund
7.44%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Regal Partners Ltd Γ— FCX AI Analytics

πŸ“‰ Regal Partners Ltd underperformed the S&P 500 by –5.3% annually on this FCX position. Timing score: 50% (4/8 decisions correct). Average cost basis: $44.67. Maximum drawdown during holding period: –23.6%.

πŸ“ˆ Position Alpha vs SPY
-5.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.3% ann.
8 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$44.67
+13.4% vs current ($50.66)

Best entry: $37.34 (2025 Q1)  Β·  Worst: $50.66 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–23.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
70%
buy-side decisions

7 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 9.35% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FCX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,191,258 +760,463 +31.3% 9.35% $162.1M $50.66
2025 Q3 REDUCED 2,430,795 -434,918 -15.2% 6.82% $95.3M $38.98
2025 Q2 ADDED 2,865,713 +601,518 +26.6% 10.50% $124.2M $42.95
2025 Q1 ADDED 2,264,195 +264,877 +13.2% 8.78% $85.7M $37.34
2024 Q4 REDUCED 1,999,318 -61,852 -3.0% 7.71% $76.1M $37.41
2024 Q3 ADDED 2,061,170 +1,069,073 +107.8% 9.09% $102.9M $48.90
2024 Q2 REDUCED 992,097 -851,509 -46.2% 4.99% $48.2M $47.47
2024 Q1 ADDED 1,843,606 +10,450 +0.6% 8.71% $86.7M $45.79
2023 Q4 ADDED 1,833,156 +1,817,710 +11768.2% 8.30% $78.0M $41.30
2022 Q4 INITIATED 15,446 β€” β€” 0.14% $587K β€”

🏒 Other funds also holding FCX

As of 2025 Q4 β€” sorted by position size

Crake Asset Management LLP 3Y 19.14% PKO BP BANKOWY Universal Pension Society JSC 14.02% Albar Capital Partners LLP 11.6% Mountaineer Partners Management, LLC 3Y 7Y 7.57% Oaktree Fund Advisors, LLC 3Y 7.18% PACIFIC HEIGHTS ASSET MANAGEMENT LLC 3Y 7Y 5.04% DECADE RENEWABLE PARTNERS LP 3Y 4.96% Corecam Pte. Ltd. 4.65% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4.42% Arrow Capital Pty Ltd 4.38%
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