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MAC Alpha Capital Management’s Sibanye-Stillwater SBSW Stock Holding History

MAC Alpha Capital 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 		$13.5M Buy
1,588,307
+712,537
+81% +$8.31M 6.24% 7
2026
Q1 		$10.8M Buy
875,770
+97,363
+13% +$1.52M 6.29% 7
2025
Q4 		$11.1M Buy
+778,407
New +$9.42M 6.1% 6

Other funds holding SBSW

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

MAC Alpha Capital Management's SBSW Position: Q2 2026 in Review

MAC Alpha Capital Management increased its Sibanye-Stillwater (SBSW) stake by 81% in Q2 2026, buying an estimated $8.31M and bringing the position to 1,588,307 shares worth $13.5M. The position accounts for 6.24% of the portfolio, ranked #7.

MAC Alpha Capital Management first reported a position in SBSW in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SBSW as of Q2 2026.

  • MAC Alpha Capital Management held 1,588,307 shares of Sibanye-Stillwater worth $13.5M as of Q2 2026.
  • MAC Alpha Capital Management bought 712,537 Sibanye-Stillwater shares in Q2 2026, an estimated $8.31M.
  • Sibanye-Stillwater made up 6.24% of MAC Alpha Capital Management's portfolio in Q2 2026, its #7 holding.
  • MAC Alpha Capital Management first reported a position in Sibanye-Stillwater in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q2 2026.

Based on MAC Alpha Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.