Lingotto Investment Management LLP Q3 2020 Filing
Filed October 29, 2020
Portfolio Value
$622.3B
Holdings
9
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBSWSIBANYE STILLWATER | 11,965,532 | $134.4B | 21.60% | |
| 2 | SLBSCHLUMBERGER LTD | 7,059,076 | $110.7B | 17.79% | |
| 3 | CCOCAMECO CORP | 10,188,363 | $102.9B | 16.54% | |
| 4 | NGNOVAGOLD RES INC | 6,463,807 | $76.9B | 12.35% | |
| 5 | 35VVEON LTD | 53,114,362 | $66.9B | 10.75% | |
| 6 | HAMHARMONY GOLD MNG LTD | 10,746,561 | $56.6B | 9.10% | |
| 7 | RRCRANGE RES CORP | 7,115,947 | $47.1B | 7.57% | |
| 8 | NGDNEW GOLD INC CDA | 10,088,931 | $17.2B | 2.76% | |
| 9 | LBRTLIBERTY OILFIELD SVCS INC | 1,202,714 | $9.6B | 1.54% |