Lingotto Investment Management LLP Diversified Active

Name: Lingotto Investment Management LLP Q4 2017 13F Filing | 13F Explorer
Creator: Lingotto Investment Management LLP
Published: 2018-03-14

Location: London, United Kingdom

CIK: 0001732768 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: Mar 14, 2018

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (4)

— SIBANYE STILLWATER 58.6%

Value $121M Shares 23,976,500 Est. Cost $5.05 Unrealized —

— VEON LTD 24.6%

Value $50.88M Shares 13,250,000 Est. Cost $3.84 Unrealized —

CCJ CAMECO CORP 15.1%

Value $31.15M Shares 3,375,124 Est. Cost $9.03 Unrealized 0.0%

HMY HARMONY GOLD MNG LTD 1.7%

Value $3.593M Shares 1,921,563 Est. Cost $1.87 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	SIBANYE STILLWATER	23,976,500	$121M	58.6%	$5.05	—	SPONSORED ADR	825724206
—	VEON LTD	13,250,000	$50.88M	24.6%	$3.84	—	SPONSORED ADR	91822M106
CCJ	CAMECO CORP	3,375,124	$31.15M	15.1%	$9.03	0.0%	COM	13321L108
HMY	HARMONY GOLD MNG LTD	1,921,563	$3.593M	1.7%	$1.87	—	SPONSORED ADR	413216300