Sibanye-stillwater Ltd-adr (SBSW) — Smart Money Tracker (13F, Q2 2026)

SBSW ranks #2370 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SBSW is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

SBSW is a top-conviction position for MAC Alpha Capital Management, LP — at 6.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SBSW belongs to Lingotto Investment Management LLP, but the position matters far more to MAC Alpha Capital Management, LP, who has 6.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Marshall Wace, LLP has added to its SBSW position for two straight quarters, increasing it by $21.0M to reach $22.1M today.

Lingotto Investment Management LLP has trimmed its SBSW position for two straight quarters, cutting it by $243.2M while still holding $162.0M.

SBSW is up 7.7% today, but institutions show net selling of $49.0M this quarter — a divergence between today's price move and the underlying institutional flow.

SBSW reported a net loss of $4.7B in its latest fiscal year.

• Not yet profitable — net loss of $4.7B in the latest fiscal year
• Revenue grew 15.6% year over year
• Net income improved year over year, from -$5.7B to -$4.7B
• Generated $21.4B in positive operating cash flow
• Current ratio of 1.78x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.01x equity — within a conventional range