17 Jul 2026Lanyon Investment FundJMSInitiatedLanyon Investment Fund initiated a position in Jupiter Mines, which owns a 49.9% interest in the Tshipi manganese mine, one of the largest and lowest-cost manganese operations globally with an expected mine life exceeding 100 years. The manager believes the current share price does not adequately reflect the strength and durability of this cash flow stream, nor does it incorporate any premium for a potential change of control.
17 Jul 2026Lanyon Investment FundMINIncreasedLanyon Investment Fund increased its position in Mineral Resources during the year after the company became victim to a coordinated short selling attack and mass hysteria, with the stock sold down to levels implying its iron ore, lithium and gas assets were essentially worthless. The manager describes Mineral Resources as its highest conviction idea and largest position at 10.8% of the fund, citing strong operating results across the portfolio and improved governance, and believes the market is significantly underestimating the likely earnings path both short and long term.
Lanyon Investment Fund is a boutique Australian investment vehicle, with the Lanyon name associated with several private and family-office-linked investment structures in the Australian market. Funds of this type typically pursue a value-oriented or opportunistic strategy across Australian or international securities, managed for a defined group of wholesale or sophisticated investors rather than distributed broadly through retail channels. Given its scale and private nature, detailed independently verifiable public information about Lanyon's specific founders, precise strategy and track record is limited, which is typical of closely-held investment vehicles that do not seek broad public visibility.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.
17 Jul 2026Lanyon Investment FundJMSInitiatedLanyon Investment Fund initiated a position in Jupiter Mines, which owns a 49.9% interest in the Tshipi manganese mine, one of the largest and lowest-cost manganese operations globally with an expected mine life exceeding 100 years. The manager believes the current share price does not adequately reflect the strength and durability of this cash flow stream, nor does it incorporate any premium for a potential change of control.
17 Jul 2026Lanyon Investment FundMINIncreasedLanyon Investment Fund increased its position in Mineral Resources during the year after the company became victim to a coordinated short selling attack and mass hysteria, with the stock sold down to levels implying its iron ore, lithium and gas assets were essentially worthless. The manager describes Mineral Resources as its highest conviction idea and largest position at 10.8% of the fund, citing strong operating results across the portfolio and improved governance, and believes the market is significantly underestimating the likely earnings path both short and long term.