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	$887K	Hold	104,500	–	–	﹤0.01%	3705
2026 Q1	$1.29M	Sell	104,500 -1,706,100	-94%	-$26.6M	﹤0.01%	3065
2025 Q4	$25.8M	Hold	1,810,600	–	–	0.04%	602
2025 Q3	$20.4M	Hold	1,810,600	–	–	0.03%	627
2025 Q2	$13.1M	Hold	1,810,600	–	–	0.02%	705
2025 Q1	$8.29M	Hold	1,810,600	–	–	0.02%	846
2024 Q4	$5.97M	Buy	1,810,600 +105,800	+6%	+$445K	0.01%	998
2024 Q3	$7.01M	Buy	1,704,800 +1,104,800	+184%	+$4.69M	0.02%	911
2024 Q2	$2.61M	Hold	600,000	–	–	0.01%	1374
2024 Q1	$2.83M	Buy	+600,000	New	+$2.76M	0.01%	1261

Other funds holding SBSW

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 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

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 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

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.