Glencore plc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Glencore plc reported 2 stock positions worth $842.7 million. Its top holding was Century Aluminum (CENX) at 85.7% of the portfolio, followed by Mac Copper (14.3%). Compared with Q1 2025, it added to 1. The biggest buy was Century Aluminum (CENX, shares +0%).

Most Recent 13F
Q2 2026
Location
BAAR, V8
CIK
0001521365
Portfolio Value
$842.7M (Q2 2025)
SEC Filing
0001104659-25-070286 ↗ filed Jul 24, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q4 2024: $835.6M Q4 2024 Q1 2025: $838.5M Q1 2025 Q2 2025: $842.7M $842.7M Q2 2025 Q3 2025: $4.0B Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $5.9B Q1 2026 Q2 2026: $4.9B Q2 2026

Holdings 2 stocks · $842.7M

CENX Century Aluminum Company 85.65% 40,054,508 $721.8M Add +0.0%
MAC COPPER LTD 14.35% 10,000,000 $120.9M No change

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

CENX Century Aluminum Company Add +0.0% 85.65% −2.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$4.9BBG, CENX
Q1 2026 2$5.9BBG, CENX
Q4 2025Amended 2$4.3BBG, CENX
Q3 2025 3$4.0BBG, CENX, MAC COPPER LTD
Q2 2025 2$842.7MCENX, MAC COPPER LTD
Q1 2025 2$838.5MCENX, MAC COPPER LTD
Q4 2024 3$835.6MCENX, MAC COPPER LTD, LICYQ