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Sibanye Stillwater Limited

SBSW Materials
$10.14 $-0.47 (-4.43%)
Market Cap: $7.13 B
Gurus Holding
6
Popularity Rank
#1605
% of Shares Held
0.39%
Net Activity (Q2 2026)
+$20.94 M

Guru Ownership Trend

Guru Analysis for Sibanye Stillwater Limited (SBSW)

Sibanye Stillwater Limited (SBSW), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.2 M.

Top institutional holders include Ray Dalio and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $20.94 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 124.3%. Conversely, Cliff Asness reduced exposure by 75.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$33.03 M
Total Buy Value
New Buys 0
Additions 3
-$12.1 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Sibanye Stillwater Limited (SBSW)

Major holders include Ray Dalio ($48.32 M), Renaissance Technologies (RenTech) ($34.78 M), Steven Cohen ($7.49 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 11.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.94 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SBSW. The total reported sell value was $12.1 M.

Yes, 0 managers opened new positions in SBSW, and 3 increased their existing holdings. The total reported buy value was $33.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Add 28.6% 5,691,634 $48.32 M Q2 2026
0.05% Add 124.3% 4,097,087 $34.78 M Q2 2026
0.01% Add 67.5% 881,870 $7.49 M Q2 2026
0.00% Reduce -75.2% 461,300 $3.91 M Q2 2026
0.04% 20,000 $169,800 Q2 2026
0.00% Reduce -72.7% 11,594 $98,433 Q2 2026
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