Glencore plc — 13F Holdings & Portfolio

CIK 1521365 · latest 13F-HR filed 2026-07-14

Glencore plc manages $4.87B in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BG (71.93%), CENX (16.55%), CENX (11.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
BAARERMATTSTRASSE 3
BAAR CH-6341
Phone
41 41 709 2000
Filing Manager
Glencore plc
BAAR, V8
Signatory
John Burton
Secretary
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AUM

$4.87B

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • Bunge Global SA-$671.5M -16.1%
  • Century Aluminum Co.-$376.5M -21.6%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Bunge Global SA BG H11356104 $3.50B 71.93% 32,806,103 SH
2 Century Aluminum Co. CENX 156431108 $805.4M 16.55% 17,505,947 SH
3 Century Aluminum Co. CENX 156431108 $560.6M 11.52% 12,184,755 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $4.87B 3 0001104659-26-083347
2026-03-31 2026-04-27 $5.92B 3 0001104659-26-048816
2025-12-31 2026-02-02 $4.33B 3 0001104659-26-009082