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 SBSW
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,175,531 | 19,575,936 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $1,856,484,586 | 150,688,684 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $405,133,328 | 28,430,409 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,557,797 | 28,430,409 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $205,267,552 | 28,430,409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $129,003,985 | 28,166,809 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,733,446 | 27,798,014 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $113,073,576 | 27,511,819 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $99,186,050 | 22,801,391 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $105,433,312 | 22,384,992 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $119,283,020 | 21,967,407 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $105,515,699 | 17,101,410 | Shares | Defined | 2023-11-13 | |
| 2020-12-31 | $152,974,507 | 9,627,093 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $133,296,026 | 11,965,532 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $106,918,601 | 12,360,532 | Shares | Sole | 2020-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||