Lingotto Investment Management LLP SBSW holdings history
SIBANYE-STILLWATER LTD-ADR · CUSIP 82575P107 · CIK 1732768
As of 2026-06-30, Lingotto Investment Management LLP reported 19.08M SBSW (shares), valued at $161.95M, or 3.49% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 2.55%; reported value decreased 34.22%, and weight changed -1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.49% | 19,075,936 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 4.88% | 19,575,936 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 7.15% | 28,430,409 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 5.98% | 28,430,409 | SEC filing ↗Filed Nov 13, 2025Amended |
| Q2 2025 | 4.41% | 28,430,409 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.37% | 28,166,809 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.46% | 27,798,014 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 3.26% | 27,511,819 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.33% | 22,801,391 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 4.42% | 22,384,992 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 5.74% | 21,967,407 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.74% | 21,967,407 | $119.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 4.42% | 22,384,992 | $105.43M | Shares increased 1.90%; reported value decreased 11.61%, and weight changed -1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.33% | 22,801,391 | $99.19M | Shares increased 1.86%; reported value decreased 5.93%, and weight changed -1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 3.26% | 27,511,819 | $113.07M | Shares increased 20.66%; reported value increased 14.00%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.46% | 27,798,014 | $91.73M | Shares increased 1.04%; reported value decreased 18.87%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 3.37% | 28,166,809 | $129.00M | Shares increased 1.33%; reported value increased 40.63%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.41% | 28,430,409 | $205.27M | Shares increased 0.94%; reported value increased 59.12%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 5.98% | 28,430,409 | $319.56M | Shares unchanged; reported value increased 55.68%, and weight changed +1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 7.15% | 28,430,409 | $405.13M | Shares unchanged; reported value increased 26.78%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 4.88% | 19,575,936 | $246.22M | Shares decreased 31.14%; reported value decreased 39.23%, and weight changed -2.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 3.49% | 19,075,936 | $161.95M | Shares decreased 2.55%; reported value decreased 34.22%, and weight changed -1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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