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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246M	Sell	19,575,936 -8,854,473	-31%	-$138M	4.88%	9
2025 Q4	$405M	Hold	28,430,409	–	–	7.15%	4
2025 Q3	$320M	Hold	28,430,409	–	–	5.98%	5
2025 Q2	$205M	Buy	28,430,409 +263,600	+0.9%	+$1.44M	4.41%	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