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Sibanye Stillwater Limited

SBSW Materials
$11.1 $-0.53 (-4.56%)
Market Cap: $7.85 B
Gurus Holding
6
Popularity Rank
#1420
% of Shares Held
0.36%
Net Activity (Q4 2025)
+$2.76 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.62 M.

Top institutional holders include Steven Cohen and Louis Moore Bacon.

Institutional sentiment is currently Bullish. This is evidenced by a $2.76 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 777.1%. Conversely, Ray Dalio reduced exposure by 60.6%.

Key Holders

Top 5 by Value

$25.86 M
$3.79 M
$2.07 M
$285,000

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$25.46 M
Total Buy Value
New Buys 3
Additions 1
-$22.7 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Sibanye Stillwater Limited (SBSW)

Major holders include Steven Cohen ($25.86 M), Louis Moore Bacon ($4.55 M), Ray Dalio ($3.79 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.58 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.76 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SBSW. The total reported sell value was $22.7 M.

Yes, 3 managers opened new positions in SBSW, and 1 increased their existing holdings. The total reported buy value was $25.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 777.1% 1,814,607 $25.86 M Q4 2025
0.07% Reduce -47.2% 319,165 $4.55 M Q4 2025
0.01% Reduce -60.6% 265,680 $3.79 M Q4 2025
0.00% New Buy 145,420 $2.07 M Q4 2025
0.07% New Buy 20,000 $285,000 Q4 2025
0.00% New Buy 13,495 $192,304 Q4 2025
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