Lingotto Investment Management LLP
Top Portfolio Positions
33 positions ·
$6,673,770,131 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SBSW |
Sibanye Stillwater Ltd
Basic Materials
|
170,264,620 | $2,097,660,117 | 31.43% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
27,770,857 | $836,458,212 | 12.53% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
2,548,077 | $801,064,447 | 12.00% | |
| PSKY |
Paramount Skydance Corp
Communication Services
|
46,061,363 | $415,473,494 | 6.23% | |
| VAL |
Valaris Ltd
Energy
|
3,706,866 | $363,421,142 | 5.45% | |
| NG |
Novagold Resources Inc
Basic Materials
|
36,842,013 | $330,841,276 | 4.96% | |
| RRC |
Range Resources Corp
Energy
|
7,193,719 | $325,012,224 | 4.87% | |
| SLB |
Slb Limited/Nv
Energy
|
5,816,567 | $298,913,378 | 4.48% | |
| VEON |
VEON Ltd.
Communication Services
|
6,042,061 | $279,747,424 | 4.19% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
10,016,055 | $215,144,861 | 3.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AG
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,144,861 | 10,016,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $167,381,653 | 10,046,918 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $123,178,860 | 10,022,690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,403,073 | 9,964,096 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $65,230,972 | 9,750,519 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||