Lingotto Investment Management LLP Q1 2020 Filing

Filed April 28, 2020

Portfolio Value

$340.2M

Holdings

8

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (8 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CCOCAMECO CORP	8,613,678	$65.8M	19.34%
2	SLBSCHLUMBERGER LTD	4,444,656	$61.3M	18.01%
3	SBSWSIBANYE STILLWATER	12,421,203	$58.6M	17.23%
4	35VVEON LTD	37,462,303	$56.6M	16.63%
5	NGNOVAGOLD RES INC	6,344,807	$46.8M	13.76%
6	HAMHARMONY GOLD MNG LTD	11,821,561	$25.8M	7.57%
7	NGDNEW GOLD INC CDA	30,877,813	$15.8M	4.63%
8	RRCRANGE RES CORP	4,192,805	$9.6M	2.81%