What smart money is saying about Impala Platinum Holdings Ltd
IMP.JO
No fund has written a full thesis on Impala Platinum Holdings Ltd in our archive, but 1 fund letter reports a position in it — most recently Kopernik Global All-Cap Fund in June 2026.
Get an email when a fund buys, sells or pitches it
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Impala Platinum Holdings Ltd on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- TrimmedKopernik Global All-Cap FundJune 2026
“The Fund owns three South African platinum group metals (PGM) producers, all of which detracted: Valterra Platinum Ltd (“Valterra”) had a total return of -18.2%; Impala Platinum Holdings Ltd (“Impala”) had a total return of -24.6%; and Sibanye Stillwater Ltd (“Sibanye”) had a total return of -29.3%. Valterra detracted 0.7% and was the Fund’s second- largest detractor; Impala and Sibanye detracted 0.5% and 0.3%, respectively. Since this sector had such phenomenal returns the prior four quarters, this correction isn’t entirely unexpected. Novagold Resources Inc, a gold developer that owns 60% of the Donlin Project in Alaska, had a total return of -36.9%, a 0.5% detraction. We added to the Fund’s position in Sibanye and took advantage of price volatility in Valterra and Impala to trim and add opportunistically.”
Impala Platinum Holdings Ltd
Read the letters behind these Impala Platinum Holdings Ltd positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger