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John Overdeck’s Sibanye-Stillwater SBSW Stock Holding History

John Overdeck’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 		$61.8M Buy
7,273,849
+969,883
+15% +$11.3M 0.04% 472
2026
Q1 		$77.7M Buy
6,303,966
+4,147,000
+192% +$64.6M 0.06% 352
2025
Q4 		$30.7M Sell
2,156,966
-1,381,160
-39% -$16.7M 0.04% 530
2025
Q3 		$39.8M Sell
3,538,126
-3,712,034
-51% -$32.4M 0.06% 386
2025
Q2 		$52.3M Sell
7,250,160
-1,416,284
-16% -$7.74M 0.09% 278
2025
Q1 		$39.7M Buy
8,666,444
+2,639,014
+44% +$10M 0.08% 282
2024
Q4 		$19.9M Sell
6,027,430
-116,946
-2% -$492K 0.04% 476
2024
Q3 		$25.3M Buy
6,144,376
+1,371,344
+29% +$5.82M 0.06% 411
2024
Q2 		$20.8M Buy
4,773,032
+1,706,783
+56% +$8.45M 0.05% 445
2024
Q1 		$14.4M Buy
3,066,249
+121,954
+4% +$560K 0.03% 539
2023
Q4 		$16M Buy
2,944,295
+1,980,686
+206% +$10.2M 0.04% 493
2023
Q3 		$5.95M Buy
963,609
+670,959
+229% +$4.42M 0.02% 812
2023
Q2 		$1.83M Buy
292,650
+277,387
+1,817% +$2.19M ﹤0.01% 1499
2023
Q1 		$127K Buy
+15,263
New +$148K ﹤0.01% 2646
2022
Q4 		– Sell
-291,065
Closed -$2.71M – 3044
2022
Q3 		$2.71M Buy
+291,065
New +$2.76M 0.01% 1008
2022
Q2 		– Sell
-196,900
Closed -$3.2M – 2884
2022
Q1 		$3.2M Buy
+196,900
New +$3.19M 0.01% 1135

Other funds holding SBSW

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

John Overdeck's SBSW Position: Q2 2026 in Review

John Overdeck increased its Sibanye-Stillwater (SBSW) stake by 15% in Q2 2026, buying an estimated $11.3M and bringing the position to 7,273,849 shares worth $61.8M. The position accounts for 0.04% of the portfolio, ranked #472.

John Overdeck first reported a position in SBSW in Q1 2022 and has held it in 16 quarters since. The position peaked at $77.7M in Q1 2026. 256 funds tracked by Wall St. Rank hold SBSW as of Q2 2026.

  • John Overdeck held 7,273,849 shares of Sibanye-Stillwater worth $61.8M as of Q2 2026.
  • John Overdeck bought 969,883 Sibanye-Stillwater shares in Q2 2026, an estimated $11.3M.
  • Sibanye-Stillwater made up 0.04% of John Overdeck's portfolio in Q2 2026, its #472 holding.
  • John Overdeck first reported a position in Sibanye-Stillwater in Q1 2022 and has held it in 16 quarters since.
  • John Overdeck's Sibanye-Stillwater position peaked at $77.7M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.