$352 Million is the total value of Lingotto Investment Management LLP's 7 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CCJ | CAMECO CORP | $68,028,000 | +1.3% | 5,967,410 | 0.0% | 19.32% | -5.2% | |
GDXJ | VANECK VECTORS ETF TRjr gold miners e | $3,202,000 | -16.3% | 117,022 | 0.0% | 0.91% | -21.6% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- EXOR N.V. #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-05
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.