What smart money is saying about Northam Platinum
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No fund has written a full thesis on Northam Platinum in our archive, but 2 fund letters report a position in it, most recently Steyn Capital Management SA Equity Long Only Strategy in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Northam Platinum, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- HoldsSteyn Capital Management SA Equity Long Only StrategySeptember 2026
“Other contributors in the quarter included our holdings in Glencore, Valterra and Northam, all of which released strong earnings, benefitting from higher resource prices.”
Northam Platinum - December 2025
“South African miner Northam Platinum offers exposure to tight supply conditions in platinum group metals; Chinese online discount retailer Vipshop provides a disciplined and differentiated method of accessing 16/02/2026 11:45 Artemis SmartGARP Global Emerging Markets Equity Fund Q4 2025 update | Artemis Funds https://www.artemisfunds.com/en-gb/professional/insights/fund-commentary/17909/artemis_smartgarp_global_emerging_markets_equity_fund_q… 2/6 Chinese consumption; and steel manufacturer Hoa Phat benefits from Vietnam’s infrastructure and industrial build-out following a cyclical downturn.”
Northam Platinum
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