undamentalytics Newsletter

Namib Minerals: which funds bought and sold

Institutions that bought and sold Namib Minerals shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Namib Minerals, and 9 cut or closed them. Together they added a net 504K shares, +188.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 22K shares (−64.5%); index fund managers were net sellers of 34K shares (−100.0%). 6 opened a new position and 6 sold out entirely.

Bought, Q2 2026 8 institutions, 6 of them new holders Sold, Q2 2026 9 institutions, 6 of them sold out
Net change, all compared +504K shares (+188.7%)
Net change, active managers −22K shares (−64.5%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 18
Active managers and hedge funds 1 bought · 1 sold · −22K
Index fund managers 0 bought · 1 sold · −34K
Other institutions 7 bought · 7 sold · +560K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Polar Asset Management Partners Inc. +574K New position 574K $530,363
Jane Street Group, LLC +61K +302.7% 81K $152,406
Scientech Research LLC +14K New position 14K $25,419
Verdad Advisers, LP +13K New position 13K $23,966
Two Sigma Investments, LP Hedge fund +12K New position 12K $22,389
Concurrent Investment Advisors, LLC +10K New position 10K $18,800
Caitong International Asset Management Co., Ltd +239 New position 239 $449
Sbi Securities Co., Ltd. +111 +482.6% 134 $252

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −42K −97.7% 1,000 $1,880
Geode Capital Management, LLC Index funds −34K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −34K Sold out 0 —
Xtx Topco Ltd −30K Sold out 0 —
UBS Group AG −16K −19.8% 67K $125,553
State Of Wyoming −13K Sold out 0 —
Shay Capital LLC −10K Sold out 0 —
Citigroup Inc −4 −26.7% 11 $21
Tower Research Capital LLC (TRC) −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Polar Asset Management Partners Inc. 574K $530,363
Scientech Research LLC 14K $25,419
Verdad Advisers, LP 13K $23,966
Two Sigma Investments, LPHedge fund 12K $22,389
Concurrent Investment Advisors, LLC 10K $18,800
Caitong International Asset Management Co., Ltd 239 $449

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Geode Capital Management, LLCIndex funds 34K $78,288
Schonfeld Strategic Advisors LLCHedge fund 34K $77,580
Xtx Topco Ltd 30K $68,445
State Of Wyoming 13K $30,878
Shay Capital LLC 10K $23,100
Tower Research Capital LLC (TRC) 1 $2

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
12
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
1.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 1 1 1 −22K −64.5%
Index fund managers 0 1 0 1 −34K −100.0%
Other institutions 7 7 5 4 +560K +280.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Namib Minerals · Insiders · Politicians