Lingotto Investment Management LLP Q4 2017 Filing

Filed March 14, 2018

Portfolio Value

$206.7M

Holdings

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (4 positions)

#	Stock	Shares	Value	% Portfolio
1	SBSWSIBANYE STILLWATER	23,976,500	$121.1M	58.58%
2	35VVEON LTD	13,250,000	$50.9M	24.61%
3	CCOCAMECO CORP	3,375,124	$31.2M	15.07%
4	HAMHARMONY GOLD MNG LTD	1,921,563	$3.6M	1.74%