
What smart money is saying about South32 Limited
1 fund in our archive has pitched South32 Limited — most recently Cooper Investors Australian Equities Fund in September 2026.
South32 Limited operates as a diversified metals and mining company. The company operates through Sierra Gorda, Cannington, Hermosa, Australia Manganese, South Africa Manganese, and Mozal Aluminium segments. It explores for copper, silver, lead, zinc, manganese, and base metal deposits. The company has operations in Australia, Bahrain, Brazil, China, Italy, Japan, Mozambique, the Netherlands, South Africa, the United States, rest of Africa, rest of Asia, rest of Europe, rest of the Middle East, rest of North America, and rest of Oceania. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.
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Position history
Every position in South32 Limited on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“During July, South32 announced an agreement to divest its aluminium value chain assets to Alcoa for an implied transaction value of up to US$5.6 billion.”
South32 Limited
Fund coverage · 1 thesis
- Cooper Investors Australian Equities FundSeptember 2026
South32's aluminium divestment crystallises value, strengthens its balance sheet and refocuses it on copper and zinc growth commodities.
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