+1
New
-1
Exited
42
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Capitec Bank Holdings Ltd | S15445109 | Apr 2024 | 3,000 | — | $557K | +19.2% | 13.28% | EC |
| 2 | Naspers Limited | S53435111 | Jul 2024 | 1,040 | — | $273K | +35.9% | 6.52% | EC |
| 3 | Gold Fields Ltd | 38059T106 | Apr 2024 | 8,200 | — | $185K | +31.4% | 4.41% | EC |
| 4 | Datatec Ltd | S2100Z123 | Apr 2024 | 51,328 | +16,294 | $160K | +132.4% | 3.81% | EC |
| 5 | Shoprite Holdings Ltd. | 82510E209 | Apr 2024 | 9,000 | — | $138K | -8.7% | 3.28% | EC |
| 6 | Discovery Limited | S2192Y109 | Apr 2024 | 12,000 | — | $133K | +41.6% | 3.18% | EC |
| 7 | Momentum Group Ltd. | S5S757103 | Apr 2024 | 72,000 | — | $132K | +24.3% | 3.14% | EC |
| 8 | Anglogold Ashanti PLC | G0378L100 | Apr 2024 | 3,000 | — | $126K | +50.1% | 3.02% | EC |
| 9 | Mr Price Group Ltd. | S5256M135 | Apr 2024 | 9,600 | +1,800 | $123K | +32.4% | 2.93% | EC |
| 10 | MTN Group Ltd | 62474M108 | Apr 2024 | 18,000 | — | $119K | +51.8% | 2.83% | EC |
| 11 | Standard Bank Group Ltd. | 853118206 | Apr 2024 | 9,400 | — | $118K | +1.5% | 2.82% | EC |
| 12 | Bid Corporation Limited | S11881109 | Apr 2024 | 4,667 | — | $117K | +0.9% | 2.80% | EC |
| 13 | Stor-Age Property Reit Limited | S8T34K107 | Apr 2024 | 130,000 | — | $105K | +10.7% | 2.51% | EC |
| 14 | Vukile Property Fund Limited | S9468N170 | Apr 2025 | 101,000 | New | $103K | — | 2.45% | EC |
| 15 | Wilson Bayly Holmes-Ovcon Ltd | S5923H105 | Apr 2024 | 9,900 | — | $102K | +4.5% | 2.44% | EC |
| 16 | Money Market Obligations Trust | 60934N104 | Apr 2024 | 101,535 | +16,001 | $102K | +18.7% | 2.42% | STIV |
| 17 | Grindrod Limited | S3302L128 | Apr 2024 | 160,000 | — | $100K | -27.0% | 2.38% | EC |
| 18 | Bidvest Group Ltd. | S1201R162 | Apr 2024 | 7,500 | — | $95K | -15.5% | 2.27% | EC |
| 19 | Firstrand Ltd | S5202Z131 | Apr 2024 | 23,200 | — | $91K | -12.7% | 2.17% | EC |
| 20 | South Africa (Republic of) | 836205AP9 | Apr 2024 | 100,000 | — | $83K | -5.5% | 1.98% | DBT |
| 21 | Nedbank Group Ltd | S5518R104 | Apr 2024 | 6,000 | — | $82K | -10.6% | 1.95% | EC |
| 22 | Exxaro Resources Ltd. | S26949107 | Apr 2024 | 10,000 | +3,700 | $82K | +21.4% | 1.95% | EC |
| 23 | Endeavour Mining PLC | G3042J105 | Apr 2024 | 3,000 | — | $81K | +22.3% | 1.92% | EC |
| 24 | Motus Holdings Ltd | S5252J102 | Apr 2024 | 17,000 | +5,600 | $80K | +23.2% | 1.90% | EC |
| 25 | Vodacom Group Limited | S9453B108 | Apr 2024 | 10,700 | — | $79K | +31.8% | 1.89% | EC |
| 26 | Oceana Group Ltd. | S57090102 | Apr 2024 | 24,000 | +4,000 | $76K | -1.1% | 1.81% | EC |
| 27 | Impala Platinum Holdings Ltd | S37840113 | Apr 2024 | 12,500 | — | $74K | +16.2% | 1.77% | EC |
| 28 | Alexander Forbes | S0R00C104 | Apr 2024 | 170,000 | — | $71K | +13.7% | 1.68% | EC |
| 29 | PSG Financial Services Ltd. | S6S18X104 | Apr 2024 | 65,000 | — | $70K | +15.4% | 1.66% | EC |
| 30 | Astral Foods | S0752H102 | Apr 2024 | 7,000 | — | $65K | -1.8% | 1.55% | EC |
| 31 | Old Mutual Ltd | S5790B132 | Apr 2024 | 100,000 | — | $61K | -9.8% | 1.45% | EC |
| 32 | Clientele | S1785E108 | Apr 2024 | 90,000 | — | $56K | -0.5% | 1.33% | EC |
| 33 | Commercial International Bank (Egypt) SAE | 201712205 | Apr 2024 | 34,571 | — | $54K | -5.3% | 1.29% | EC |
| 34 | Aspen Pharmacare Holdings Ltd. | S0754A105 | Apr 2024 | 8,000 | — | $53K | -52.5% | 1.25% | EC |
| 35 | Sappi Limited | S73544108 | Apr 2024 | 25,000 | +6,000 | $47K | -15.6% | 1.12% | EC |
| 36 | Barloworld Ltd. | S08470189 | Apr 2024 | 7,900 | — | $46K | +14.1% | 1.10% | EC |
| 37 | Coronation Fund Managers Ltd. | S19537109 | Apr 2024 | 19,500 | — | $40K | -0.1% | 0.95% | EC |
| 38 | Anglo American Platinum Ltd | S9122P108 | Apr 2024 | 1,100 | — | $38K | -11.7% | 0.90% | EC |
| 39 | Sibanye-Stillwater Limited | S7627K103 | Apr 2024 | 27,000 | — | $31K | -0.3% | 0.74% | EC |
| 40 | Integrated Diagnostics Holdings Plc | G4836Q115 | Apr 2024 | 59,000 | — | $20K | +11.1% | 0.48% | EC |
| 41 | Sasol Ltd. | 803866300 | Apr 2024 | 4,000 | — | $14K | -56.8% | 0.33% | EC |
| ✕ | Renergen Ltd | S6972T107 | — | 35,000 | Exited | $0.0M | — | — | — |