$207 Million is the total value of Lingotto Investment Management LLP's 4 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBGL | New | SIBANYE STILLWATERsponsored adr | $121,081,000 | – | 23,976,500 | +100.0% | 58.58% | – |
| VEON | New | VEON LTDsponsored adr | $50,880,000 | – | 13,250,000 | +100.0% | 24.62% | – |
| CCJ | New | CAMECO CORP | $31,152,000 | – | 3,375,124 | +100.0% | 15.07% | – |
| HMY | New | HARMONY GOLD MNG LTDsponsored adr | $3,593,000 | – | 1,921,563 | +100.0% | 1.74% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-03-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAMECO CORP | 24 | Q3 2023 | 21.2% |
| HARMONY GOLD MNG LTD | 24 | Q3 2023 | 9.1% |
| NOVAGOLD RES INC | 23 | Q3 2023 | 13.8% |
| VEON LTD | 21 | Q4 2022 | 31.0% |
| VANECK VECTORS ETF TRUST | 18 | Q3 2023 | 8.9% |
| SCHLUMBERGER LTD | 16 | Q3 2023 | 21.1% |
| RANGE RES CORP | 16 | Q3 2023 | 16.1% |
| GATOS SILVER INC | 12 | Q3 2023 | 3.2% |
| NEW GOLD INC CDA | 11 | Q4 2020 | 7.4% |
| SIBANYE STILLWATER | 10 | Q1 2020 | 58.6% |
View Lingotto Investment Management LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| CORRESP | 2023-02-17 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
View Lingotto Investment Management LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.