Glencore plc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Glencore plc reported 2 stock positions worth $838.5 million. Its top holding was Century Aluminum (CENX) at 88.6% of the portfolio, followed by Mac Copper (11.4%). Compared with Q4 2024, it sold out of 1 and added to 1. The biggest buy was Century Aluminum (CENX, shares +0%) and the biggest sale an exit from Li-Cycle (LICYQ).
- Most Recent 13F
- Q2 2026
- Location
- BAAR, V8
- CIK
- 0001521365
- Portfolio Value
- $838.5M (Q1 2025)
- SEC Filing
- 0001104659-25-042138 ↗ filed Apr 30, 2025
Holdings Value
Holdings 2 stocks · $838.5M
| CENX Century Aluminum Company | 88.62% | 40,038,031 | $743.1M | Add +0.0% |
| MAC COPPER LTD | 11.38% | 10,000,000 | $95.4M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| LICYQ Li-Cycle Holdings Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| CENX Century Aluminum Company | Add +0.0% | 88.62% | +1.33 |