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Glencore

Sector Materials

6 letters mention Glencore, from 3 managers.

• Q4 2025 Massif Capital · Q4 2025 letter ↗ William Thomson · mentioned 3 times
• Q4 2025 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• H1 2024 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• 2023 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• H1 2023 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q4 2021 Horos Asset Management · Q4 2021 letter ↗ Javier Ruiz · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.