This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SBSW/capital-change-brief"
Use Arkolith's capital_change_brief for SBSW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lingotto Investment Management LLP | $246.2M | 19.6M | ▼−31% Reduced · −8.9M sh | Q1 2026 | |
| 2 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $109.7M | 8.9M | ▲+22% Added · +1.6M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $80.7M | 6.6M | ▼−5.0% Reduced · −345K sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $77.7M | 6.3M | ▲+192% Added · +4.1M sh | Q1 2026 | |
| 5 | Condire Management, LP | $64.6M | 5.2M | —Held | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $56.4M | 5.1M | ▲+93% Added · +2.4M sh | Q1 2026 | |
| 7 | D. E. Shaw & Co., Inc. | $62.3M | 5.1M | ▲+42% Added · +1.5M sh | Q1 2026 | |
| 8 | Bridgewater Associates, LP | $54.5M | 4.4M | ▲17× Added · +4.2M sh | Q1 2026 | |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | $53.5M | 4.3M | ▲+135% Added · +2.5M sh | Q1 2026 | |
| 10 | Goehring & Rozencwajg Associates, LLC | $52.6M | 4.3M | ▲+21% Added · +730K sh | Q1 2026 | |
| 11 | UBS Group AG | $47.3M | 3.8M | ▲+24% Added · +749K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $40.4M | 3.3M | ▼−26% Reduced · −1.1M sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37.6M | 3.1M | ▲+23% Added · +569K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $36.9M | 3.0M | ▲+17% Added · +429K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $34.0M | 2.8M | ▲+31% Added · +656K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $31.1M | 2.5M | ▲+12% Added · +273K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $29.2M | 2.4M | ▲+8.1% Added · +177K sh | Q1 2026 | |
| 18 | Allianz Asset Management GmbH | $26.1M | 2.1M | ▲+140% Added · +1.2M sh | Q1 2026 | |
| 19 | Man Group plc | $24.1M | 2.0M | ▲+57% Added · +713K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $22.4M | 1.9M | ▲13× Added · +1.7M sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $22.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 22 | PANAGORA ASSET MANAGEMENT INC | $20.7M | 1.7M | ▲+9.7% Added · +149K sh | Q1 2026 | |
| 23 | STOREBRAND ASSET MANAGEMENT AS | $18.8M | 1.5M | ▲+54% Added · +538K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $16.9M | 1.4M | ▲+384% Added · +1.1M sh | Q1 2026 | |
| 25 | Jump Financial, LLC | $16.7M | 1.4M | ▲+486% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Menell Richard Peter | Director | Buy (P) | 15K | $33K |
| Jun 26, 2026 | Keyter Charl | Chief Financial Officer, Director | Buy (P) | 200K | $448K |
| Mar 31, 2026 | Nkosi Themba George | Chief People & Culture Officer | Buy (P) | 12K | $35K |
| Mar 30, 2026 | Carter Charles Edward | Chief Regional Officer: Amer. | Buy (P) | 10K | $114K |
| Mar 24, 2026 | Menell Richard Peter | Director | Buy (P) | 3K | $29K |
| Mar 23, 2026 | Keyter Charl | Chief Financial Officer, Director | Buy (P) | 35K | $95K |
| Mar 20, 2026 | Keyter Charl | Chief Financial Officer, Director | Buy (P) | 149K | $1.7M |
| Mar 16, 2026 | Maphai Thabane Vincent | Director | Buy (P) | 12K | $160K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 91 funds | $21.2B |
| MICROSOFT CORPMSFT | 90 funds | $26.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 89 funds | $7.7B |
| NVIDIA CORPNVDA | 88 funds | $37.0B |
| ALPHABET INC-CL AGOOGL | 88 funds | $18.1B |
| TESLA INCTSLA | 88 funds | $7.6B |
| ELI LILLY & COLLY | 88 funds | $7.1B |
| VISA INC-CLASS A SHARESV | 88 funds | $6.2B |
| BROADCOM INCAVGO | 87 funds | $14.5B |
| META PLATFORMS INC-CLASS AMETA | 87 funds | $12.3B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $5.5B |
| MASTERCARD INC - AMA | 87 funds | $5.4B |
Ranked by how many of SBSW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBSW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.