Glencore plc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Glencore plc reported 2 stock positions worth $5.9 billion. Its top holding was Bunge Global (BG) at 70.5% of the portfolio, followed by Century Aluminum (CENX, 29.5%). Compared with Q4 2025, it reduced 1. The biggest sale was Century Aluminum (CENX, shares −18%).

Most Recent 13F
Q2 2026
Location
BAAR, V8
CIK
0001521365
Portfolio Value
$5.9B (Q1 2026)
SEC Filing
0001104659-26-048816 ↗ filed Apr 27, 2026

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 Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $5.9B $5.9B Q1 2026 Q2 2026: $4.9B Q2 2026

Holdings 2 stocks · $5.9B
BG Bunge Global SA 70.54% 32,806,103 $4.2B No change
CENX Century Aluminum Company 29.46% 29,690,702 $1.7B Reduce -17.5%

Portfolio Sells Q4 2025 → Q1 2026
CENX Century Aluminum Company Reduce -17.5% 29.46% −3.10

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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