Lingotto Investment Management LLP Q4 2019 Filing

Filed January 22, 2020

Portfolio Value

$701.3B

Holdings

8

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
SBSWSIBANYE STILLWATER
27,400,896$272.1B38.80%
2
35VVEON LTD
40,405,931$102.2B14.58%
3
SLBSCHLUMBERGER LTD
2,511,104$102.1B14.56%
4
CCOCAMECO CORP
10,002,961$89.0B12.69%
5
NGNOVAGOLD RES INC
6,344,807$56.8B8.11%
6
HAMHARMONY GOLD MNG LTD
11,821,561$42.9B6.12%
7
NGDNEW GOLD INC CDA
30,981,260$27.3B3.89%
8
RRCRANGE RES CORP
1,822,724$8.8B1.26%