All companies
Sibanye Stillwater Limited logo

What smart money is saying about Sibanye Stillwater LimitedSouth Africa flag

SBSW · Basic Materials · Other Precious Metals · Market cap $8.56B

1 fund in our archive has pitched Sibanye Stillwater Limited — most recently Hosking Partners Strategy in June 2026.

Company profile

Sibanye Stillwater Limited, along with its various subsidiaries, functions as a prominent precious metals mining entity with operations spanning South Africa, the United States, Zimbabwe, Canada, and Argentina. The company's primary outputs encompass gold and Platinum Group Metals (PGMs) – specifically palladium, platinum, and rhodium – alongside secondary commodities such as iridium, ruthenium, nickel, copper, and chrome. In the United States, its assets include the East Boulder and Stillwater mines situated in Montana. These are supported by the Columbus metallurgical complex, which is responsible for smelting the mined material into PGM-rich filter cake and also conducts PGM recycling activities. Its extensive portfolio in South Africa features PGM operations at Kroondal, Rustenburg, Marikana, and Platinum Mile. Gold production stems from surface facilities like Driefontein, Kloof, and Cooke, located on the West Rand of the Witwatersrand Basin, as well as the Beatrix mine in the southern Free State. Further international interests include the Mimosa mine in the southern region of Zimbabwe, the Marathon PGM project in Ontario, Canada, and the Altar and Rio Grande copper-gold ventures nestled within the Andes in northwest Argentina. Sibanye Stillwater also maintains holdings in surface tailings retreatment facilities and other South African gold projects, including Hoedspruit, Burnstone, and additional sites in the southern Free State. The company was founded in 2013 and maintains its headquarters in Weltevreden Park, South Africa.

Get an email when a fund writes about it

Summarize with Warren AI
3
Reported positions
3
Bought
0
Sold
3
Letters

Position history

Every position in Sibanye Stillwater Limited on record in the archive was reported in Q2 2026, across 3 fund letters — 3 opened or added to the position.

Fund letters reporting a position in Sibanye Stillwater Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263301

Fund activity · 3 positions · 3 moves

  • June 2026
    “The second-largest detractor was the overweight to materials, largely driven by our 2.2% allocation to platinum group metal (PGM) companies in South Africa, which gave back some of the recent performance run up seen over the prior 12 months. The pullback in PGM basket prices gave us an opportunity to refocus our basket of miners, with increased investment into Sibanye Stillwater, funded by taking profits at its more highly rated peers.”
    Sibanye Stillwater Limited
  • “The pullback in PGM basket prices gave us an opportunity to refocus our basket of miners, with increased investment into Sibanye Stillwater, funded by taking profits at its more highly rated peers.”
    Sibanye Stillwater Limited
  • “The second-largest detractor was the overweight to materials, largely driven by our 2.2% allocation to platinum group metal (PGM) companies in South Africa, which gave back some of the recent performance run up seen over the prior 12 months. The pullback in PGM basket prices gave us an opportunity to refocus our basket of miners, with increased investment into Sibanye Stillwater, funded by taking profits at its more highly rated peers.”
    Sibanye Stillwater Limited

Fund coverage · 1 thesis

Read every full thesis on Sibanye Stillwater Limited

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans→
Share this ledger