13F

Investor

Glencore plc

CIK 0001521365 · filed 2026-04-27 · SEC filing

13F book

$5.92B

Positions

2

Largest name

70.5%

Bunge Global Sa · BG

Est. mark

$1.83B

Price effect on 2 names still held. Flow −$247.4M.
NameTickerSharesValueWeightEst. markChange
Bunge Global SaBG32.8M$4.17B70.5%$1.25BHeld
Century Alum Co29.7M$1.74B29.5%$579.3MCut$331.8M

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.