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Lingotto Investment Management’s Sibanye-Stillwater SBSW Stock Holding History

Lingotto Investment Management’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 		$162M Sell
19,075,936
-500,000
-3% -$5.83M 3.47% 10
2026
Q1 		$246M Sell
19,575,936
-8,854,473
-31% -$138M 4.86% 9
2025
Q4 		$405M Hold
28,430,409
– – 7.06% 4
2025
Q3 		$320M Hold
28,430,409
– – 5.91% 5
2025
Q2 		$205M Buy
28,430,409
+263,600
+0.9% +$1.44M 4.36% 7
2025
Q1 		$129M Buy
28,166,809
+368,795
+1% +$1.4M 3.37% 10
2024
Q4 		$91.7M Buy
27,798,014
+286,195
+1% +$1.2M 2.46% 10
2024
Q3 		$113M Buy
27,511,819
+4,710,428
+21% +$20M 3.26% 10
2024
Q2 		$99.2M Buy
22,801,391
+416,399
+2% +$2.06M 3.33% 10
2024
Q1 		$105M Buy
22,384,992
+417,585
+2% +$1.92M 4.42% 9
2023
Q4 		$119M Buy
21,967,407
+4,865,997
+28% +$25.2M 5.74% 8
2023
Q3 		$106M Buy
+17,101,410
New +$113M 5.66% 6
2021
Q1 		– Sell
-9,627,093
Closed -$153M – 11
2020
Q4 		$153M Sell
9,627,093
-2,338,439
-20% -$31.5M 18.49% 2
2020
Q3 		$134M Sell
11,965,532
-395,000
-3% -$4.51M 21.6% 1
2020
Q2 		$107M Sell
12,360,532
-60,671
-0.5% -$462K 17.53% 2
2020
Q1 		$58.6M Sell
12,421,203
-14,979,693
-55% -$134M 17.23% 3
2019
Q4 		$272M Sell
27,400,896
-15,021,272
-35% -$116M 38.8% 1
2019
Q3 		$229M Sell
42,422,168
-3,370,775
-7% -$17.2M 44.93% 1
2019
Q2 		$218M Buy
45,792,943
+241,000
+0.5% +$955K 43.82% 1
2019
Q1 		$188M Sell
45,551,943
-598,400
-1% -$2.26M 44.71% 1
2018
Q4 		$131M Buy
46,150,343
+180,032
+0.4% +$488K 37.16% 1
2018
Q3 		$114M Buy
45,970,311
+3,439,121
+8% +$8.26M 32.51% 1
2018
Q2 		$103M Buy
42,531,190
+9,353,210
+28% +$28.8M 31.24% 1
2018
Q1 		$127M Buy
33,177,980
+8,242,420
+33% +$35.7M 43.84% 1
2017
Q4 		$121M Buy
+24,935,560
New +$121M 58.58% 1

Other funds holding SBSW

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Lingotto Investment Management's SBSW Position: Q2 2026 in Review

Lingotto Investment Management reduced its Sibanye-Stillwater (SBSW) stake by 2.6% in Q2 2026, selling an estimated $5.83M and leaving 19,075,936 shares worth $162M. The position accounts for 3.47% of the portfolio, ranked #10.

Lingotto Investment Management first reported a position in SBSW in Q4 2017 and has held it in 25 quarters since. The position peaked at $405M in Q4 2025. 256 funds tracked by Wall St. Rank hold SBSW as of Q2 2026.

  • Lingotto Investment Management held 19,075,936 shares of Sibanye-Stillwater worth $162M as of Q2 2026.
  • Lingotto Investment Management sold 500,000 Sibanye-Stillwater shares in Q2 2026, an estimated $5.83M.
  • Sibanye-Stillwater made up 3.47% of Lingotto Investment Management's portfolio in Q2 2026, its #10 holding.
  • Lingotto Investment Management first reported a position in Sibanye-Stillwater in Q4 2017 and has held it in 25 quarters since.
  • Lingotto Investment Management's Sibanye-Stillwater position peaked at $405M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.