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What smart money is saying about SasolSouth Africa flag

SOL.JO · Basic Materials · Specialty Chemicals

1 fund in our archive has pitched Sasol, most recently Benguela Global SA Capped SWIX Equity in June 2026.

Company profile

Sasol Limited operates as a chemical and energy company in South Africa, Mozambique, the United States, Europe, and internationally. It offers bitumen, industrial heating fuels, naphtha, lubricants and lubricant base oils, liquefied petroleum gas, automotive and industrial lubricants, greases, cleansers and degreasers, automotive fuels, and burner fuels, as well as illuminating paraffin transport fuels, such as petrol, diesel, and jet fuels. The company also provides methane rich and natural gas; leaners and degreasers; hydrocarbon liquid fuel; specialty gas, butane, and propane; gasoline, kerosene (jet fuel), olefins, alcohols, polymers, solvents, surfactants, co-monomers, ammonia, methanol, crude tar acids, sulphur, and fuel oil; gas to liquid fuel; sustainable aviation fuel; and other fuels, as well as engages in the wholesale of motor fuels. In addition, it is involved in engineering, research and development, and technology transfer; management of cash resources, investments, and procurement of loans; development and implementation of international gas to liquid and CTL ventures; marketing of fuels and lubricants; production, trading, and transportation of oil products, petrochemicals and chemical products, and derivatives; and coal mining activities. The company serves adhesives, agriculture and forestry, automotive and transportation, aviation, burner fuels, chemicals, construction and materials, corrosion protection, electrical and electronics, flavors and fragrances, furniture, health and medical, household and consumer goods, industrial products, lubricants, manufacturing, mining, packaging, paints and coatings, personal care, pharmaceuticals, plastics and polymers, publishing and inks, pulp and paper, rubber and tires, specialty graphite, steel and foundry, textile and leather, water treatment, and other industries. Sasol Limited was founded in 1950 and is based in Sandton, South Africa.

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6
Reported positions
0
Bought
1
Sold
6
Letters

Position history

Between Q2 2026 and Q3 2026, 6 fund letters reported a position in Sasol, with 1 sell (trimmed or exited).

Fund letters reporting a position in Sasol, by quarter
QuarterLettersBoughtSoldTheses
Q3 20265000
Q2 20261011

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 6 positions · 1 move

  • “SASOL Sasol was a top contributor after its results in September came in better than the market expected.”
    Sasol
  • HoldsFairtree Asset Management Global Emerging Markets Fund
    September 2026
    “South Africa was the second-largest contributor, where the Fund’s overweight position and strong stock selection added to relative performance, as its precious metals holdings and Sasol significantly outperformed the market.”
    Sasol
  • HoldsFairtree Asset Management SA Equity Prescient Fund
    September 2026

    Listed in Fairtree Asset Management SA Equity Prescient Fund’s reported holdings.

    Sasol
  • HoldsAllan Gray Quarterly Commentary Vol. 3
    September 2026

    Listed in Allan Gray Quarterly Commentary Vol. 3’s reported holdings.

    Sasol
  • August 2026

    Listed in Desert Lion Capital Fund’s reported holdings.

    Sasol
  • TrimmedBenguela Global SA Capped SWIX Equity
    June 2026
    “Energy (underweight – positive contribution) Energy contributed positively to performance in Q2, with an allocation effect of +0.14%. This reflects a deliberate reduction in our exposure to the sector during the quarter. Having held a substantial overweight in Sasol through Q1 2026 – a position that delivered a positive return through the preceding twelve months as the balance sheet deleveraging and operational turnaround thesis played out – we took the opportunity presented by the stock's continued strength to materially reduce the position on valuation grounds.”
    Sasol

Fund coverage · 1 thesis

  • Benguela Global SA Capped SWIX Equity
    June 2026

    Sasol was held on a balance sheet deleveraging and operational turnaround thesis, and the position was cut on valuation grounds once the re-rating ran ahead of the cyclicality of its earnings.

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Read every full thesis on Sasol

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