Glencore plc (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $5,915,483,602 · 2 positions · top-10 100.0%
· SEC filing history →
13FScore 92/100 — cloning their disclosed top holdings over ~1.3y returned +125%/yr vs S&P +16%/yr (alpha +109%/yr), ahead of the market in 83% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| Bunge Global SA | 70.5% | Agribusiness and oilseed processing |
| $CENX · Century Aluminum Co. | 29.5% | Primary aluminum producer |