Glencore plc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Glencore plc reported 3 stock positions worth $4.0 billion. Its top holding was Bunge Global (BG) at 67.2% of the portfolio, followed by Century Aluminum (CENX, 29.7%) and Mac Copper (3.1%). Compared with Q2 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Bunge Global (BG).

Most Recent 13F
Q2 2026
Location
BAAR, V8
CIK
0001521365
Portfolio Value
$4.0B (Q3 2025)
SEC Filing
0001104659-25-104589 ↗ filed Oct 31, 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 Q2 2025 Q3 2025: $4.0B $4.0B Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $5.9B Q1 2026 Q2 2026: $4.9B Q2 2026

Holdings 3 stocks · $4.0B

BG Bunge Global SA 67.25% 32,806,103 $2.7B New
CENX Century Aluminum Company 29.67% 40,057,356 $1.2B Add +0.0%
MAC COPPER LTD 3.08% 10,000,000 $122.1M No change

Portfolio Sells Q2 2025 → Q3 2025

None this quarter.

Portfolio Buys Q2 2025 → Q3 2025

BG Bunge Global SA New 67.25% +67.25
CENX Century Aluminum Company Add +0.0% 29.67% −55.98

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