South Street Advisors’s Gold Fields GFI Stock Holding History

South Street Advisors’s Portfolio GFI Stock Details GFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2M	Sell	601,390 -27,328	-4%	-$1.14M	2.63%	15
2026 Q1	$28.5M	Sell	628,718 -24,514	-4%	-$1.23M	4.14%	6
2025 Q4	$28.5M	Sell	653,232 -54,780	-8%	-$2.29M	4%	7
2025 Q3	$29.7M	Sell	708,012 -59,820	-8%	-$1.86M	3.89%	6
2025 Q2	$18.2M	Sell	767,832 -23,650	-3%	-$543K	2.7%	16
2025 Q1	$17.5M	Buy	791,482 +20,405	+3%	+$373K	2.86%	16
2024 Q4	$10.2M	Sell	771,077 -80,020	-9%	-$1.22M	1.56%	30
2024 Q3	$13.1M	Sell	851,097 -19,683	-2%	-$304K	1.98%	21
2024 Q2	$13M	Buy	870,780 +288,030	+49%	+$4.68M	1.97%	23
2024 Q1	$9.26M	Buy	+582,750	New	+$8.11M	1.48%	28

Other funds holding GFI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

South Street Advisors's GFI Position: Q2 2026 in Review

South Street Advisors reduced its Gold Fields (GFI) stake by 4.3% in Q2 2026, selling an estimated $1.14M and leaving 601,390 shares worth $20.2M. The position accounts for 2.63% of the portfolio, ranked #15.

South Street Advisors first reported a position in GFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.7M in Q3 2025. 372 funds tracked by Wall St. Rank hold GFI as of Q2 2026.

South Street Advisors held 601,390 shares of Gold Fields worth $20.2M as of Q2 2026.
South Street Advisors sold 27,328 Gold Fields shares in Q2 2026, an estimated $1.14M.
Gold Fields made up 2.63% of South Street Advisors's portfolio in Q2 2026, its #15 holding.
South Street Advisors first reported a position in Gold Fields in Q1 2024 and has held it in 10 quarters since.
South Street Advisors's Gold Fields position peaked at $29.7M in Q3 2025.
372 funds tracked by Wall St. Rank held Gold Fields as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.