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Sibanye Stillwater Limited

SBSW Materials
$11.93 $-0.23 (-1.89%)
Market Cap: $8.52 B
Gurus Holding
6
Popularity Rank
#1588
% of Shares Held
0.31%
Net Activity (Q1 2026)
+$74.35 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $103.8 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.35 M net inflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 71.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$94.77 M
Total Buy Value
New Buys 1
Additions 3
-$20.42 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Sibanye Stillwater Limited (SBSW)

Major holders include Ray Dalio ($54.53 M), Renaissance Technologies (RenTech) ($22.51 M), Cliff Asness ($22.39 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 8.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.35 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SBSW. The total reported sell value was $20.42 M.

Yes, 1 managers opened new positions in SBSW, and 3 increased their existing holdings. The total reported buy value was $94.77 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 1566.1% 4,426,451 $54.53 M Q1 2026
0.04% New Buy 1,826,904 $22.51 M Q1 2026
0.01% Add 1177.9% 1,858,376 $22.39 M Q1 2026
0.01% Reduce -71.0% 526,547 $6.49 M Q1 2026
0.00% Add 215.0% 42,512 $523,748 Q1 2026
0.05% 20,000 $246,400 Q1 2026
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SEC Form