What smart money is saying about Sibanye Stillwater Ltd
SSW.JO
No fund has written a full thesis on Sibanye Stillwater Ltd in our archive, but 1 fund letter reports a position in it — most recently Kopernik Global All-Cap Fund in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Sibanye Stillwater Ltd on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- June 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.”
Sibanye Stillwater Ltd
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