Glenorchy Capital Ltd

CIK

2008506

City

BOOROLITE

State / Country

C3

Stock

SBSW — Sibanye Stillwater Ltd

Top Portfolio Positions

60 positions · $1,470,952,668 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
QQQ	Invesco Qqq Trust, Series 1	2,265,800	$1,307,774,444	88.91%
VAL	Valaris Ltd Energy	141,313	$13,854,326	0.94%
FRO	Frontline plc Energy	186,865	$6,514,113	0.44%
PAM	Pampa Energy Inc. Industrials	64,297	$5,690,284	0.39%
YPF	Ypf Sociedad Anonima Energy	115,113	$5,320,522	0.36%
CEPU	Central Puerto S.A. Utilities	295,779	$4,977,960	0.34%
RIG	Transocean Ltd. Energy	750,502	$4,975,828	0.34%
LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima Basic Materials	432,065	$4,791,600	0.33%
FTI	TechnipFMC plc Energy	69,236	$4,786,284	0.33%
SBSW	Sibanye Stillwater Ltd Basic Materials	378,082	$4,657,970	0.32%

Portfolio Trend

10 quarters · across all stocks

Holdings in SBSW

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,657,970	378,082	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$5,353,995	375,719	+375619.0%	Shares	Sole	2026-01-30
2025-12-31	$1,425	100	0.0%	Call	Sole	2026-01-30
2025-09-30	$1,124	100	-100.0%	Call	Sole	2025-10-30
2025-09-30	$4,404,146	391,828	-5.4%	Shares	Sole	2025-10-30
2025-06-30	$2,992,004	414,405	+414305.0%	Shares	Sole	2025-08-14
2025-06-30	$722	100	-100.0%	Call	Sole	2025-08-14
2025-03-31	$1,920,819	419,393	+419293.0%	Shares	Sole	2025-08-15
2025-03-31	$458	100	0.0%	Call	Sole	2025-08-15
2024-12-31	$330	100	-100.0%	Call	Sole	2025-02-14
2024-12-31	$1,356,696	411,120	+411020.0%	Shares	Sole	2025-02-14
2024-09-30	$411	100	-100.0%	Call	Sole	2024-10-18
2024-09-30	$1,695,436	412,515	—	Shares	Sole	2024-10-18
No 13F history on record for this holder in this stock.