What smart money is saying about Valterra Platinum
VAL.JO
No fund has written a full thesis on Valterra Platinum in our archive, but 2 fund letters report a position in it — most recently Matthews Emerging Markets Equity Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Valterra Platinum — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsMatthews Emerging Markets Equity FundSeptember 2026
“South Africa contributed positively, while underweights to several Gulf markets reduced the regional benefit. Valterra Platinum, one of the world’s largest producers of platinum-group metals, gained 21% following stronger first-half earnings, higher metals prices and an increased interim dividend.”
Valterra Platinum - June 2026
“Smaller exits included positions in LegalZoom, Banca Monte dei Paschi, Americold, Clipper Realty, Ventas, Foraco and the remaining tail of our very successful Platinum group metals holding Valterra Platinum.”
Valterra Platinum
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