Glencore plc (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $4,867,464,572 · 2 positions · top-10 100.0%
· SEC filing history →
13FScore 83/100 — cloning their disclosed top holdings over ~1.7y returned +32%/yr vs S&P +15%/yr (alpha +17%/yr), ahead of the market in 43% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| $BG · Bunge Global SA | 71.9% | +32% Q3 '25 | Bunge Global is an agribusiness and food company that buys, stores, processes, and sells oilseeds and grains and produces edible oils and related ingredients for food, feed, and fuel customers. | S&PCitrini |
| $CENX · Century Aluminum Co. | 28.1% | +88% Q4 '24 | Primary aluminum producer | NASDAQCitrini |