Goehring & Rozencwajg Associates’s Sibanye-Stillwater SBSW Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio SBSW Stock Details SBSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.9M	Buy	4,580,794 +310,725	+7%	+$3.62M	2.24%	15
2026 Q1	$52.6M	Buy	4,270,069 +730,389	+21%	+$11.4M	2.83%	14
2025 Q4	$50.4M	Buy	3,539,680 +179,650	+5%	+$2.17M	5%	7
2025 Q3	$37.8M	Buy	3,360,030 +11,189	+0.3%	+$97.7K	4.55%	8
2025 Q2	$24.2M	Buy	3,348,841 +599,131	+22%	+$3.28M	3.7%	9
2025 Q1	$12M	Buy	2,749,710 +96,230	+4%	+$365K	2.18%	16
2024 Q4	$9.45M	Buy	+2,653,480	New	+$11.2M	1.94%	22

Other funds holding SBSW

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goehring & Rozencwajg Associates's SBSW Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Sibanye-Stillwater (SBSW) stake by 7.3% in Q2 2026, buying an estimated $3.62M and bringing the position to 4,580,794 shares worth $38.9M. The position accounts for 2.24% of the portfolio, ranked #15.

Goehring & Rozencwajg Associates first reported a position in SBSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.6M in Q1 2026. 256 funds tracked by Wall St. Rank hold SBSW as of Q2 2026.

Goehring & Rozencwajg Associates held 4,580,794 shares of Sibanye-Stillwater worth $38.9M as of Q2 2026.
Goehring & Rozencwajg Associates bought 310,725 Sibanye-Stillwater shares in Q2 2026, an estimated $3.62M.
Sibanye-Stillwater made up 2.24% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #15 holding.
Goehring & Rozencwajg Associates first reported a position in Sibanye-Stillwater in Q4 2024 and has held it in 7 quarters since.
Goehring & Rozencwajg Associates's Sibanye-Stillwater position peaked at $52.6M in Q1 2026.
256 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.