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Bateleur BCI SA Equity Fund  |  South African-Equity-SA General
1.5090    +0.0128    (+0.856%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-178 4,746 16.47 2.12 4,924 17.51 2.18 
FirstRand Ltd.-86,049 687,524 53.52 6.87 773,573 58.96 7.36 
Investec plc-66,725 0.00 0.00 66,725 8.81 1.10 
Standard Bank Group Ltd.-27,799 236,139 55.79 7.17 263,938 60.10 7.50 
Banks Total-180,751 928,409 125.78 16.16 1,109,160 145.38 18.14 
Anheuser-Busch InBev SA/NV-2,225 21,054 21.73 2.79 23,279 28.38 3.54 
Beverages Total-2,225 21,054 21.73 2.79 23,279 28.38 3.54 
Cash on call10.91 1.40 9.65 1.20 
Cash on call Total10.91 1.40 9.65 1.20 
AECI Ltd.-14,012 189,785 18.44 2.37 203,797 21.63 2.70 
Chemicals Total-14,012 189,785 18.44 2.37 203,797 21.63 2.70 
PPC Ltd.723,385 3.91 0.50 723,385 3.75 0.47 
Construction and Materials Total723,385 3.91 0.50 723,385 3.75 0.47 
Reunert Ltd.-1,100 130,992 7.02 0.90 132,092 7.74 0.97 
Electronic and Electrical Equipment Total-1,100 130,992 7.02 0.90 132,092 7.74 0.97 
AVI Ltd.-26,314 181,476 17.88 2.30 207,790 19.60 2.44 
Premier Group Ltd.-1,262 157,186 24.04 3.09 158,448 22.42 2.80 
Food Producers Total-27,576 338,662 41.92 5.39 366,238 42.01 5.24 
Mondi plc30,298 30,298 7.16 0.92 0.00 0.00 
Mpact Ltd.27,486 581,348 14.53 1.87 553,862 14.12 1.76 
The Bidvest Group Ltd.22,224 146,486 30.90 3.97 124,262 29.21 3.64 
General Industrials Total80,008 758,132 52.59 6.76 678,124 43.34 5.41 
Life Healthcare Group Holdings Ltd.600 837,081 9.72 1.25 836,481 11.93 1.49 
Netcare Ltd.368 676,499 9.68 1.24 676,131 9.45 1.18 
Health Care Providers Total968 1,513,580 19.40 2.49 1,512,612 21.37 2.67 
African Rainbow Minerals Ltd.-19,984 151,298 28.06 3.60 171,282 29.47 3.68 
Anglo American plc12,831 37,621 24.27 3.12 24,790 12.91 1.61 
Glencore plc-32,357 312,916 25.04 3.22 345,273 23.96 2.99 
Kumba Iron Ore Ltd.-59 28,015 9.14 1.17 28,074 8.01 1.00 
Industrial Metals and Mining Total-39,569 529,850 86.50 11.11 569,419 74.35 9.27 
Hudaco Industries Ltd.1,784 90,811 15.80 2.03 89,027 17.40 2.17 
Industrial Support Services Total1,784 90,811 15.80 2.03 89,027 17.40 2.17 
Reinet Investments SCA619 63,629 32.16 4.13 63,010 36.24 4.52 
Remgro Ltd.-2,133 203,705 34.40 4.42 205,838 32.42 4.04 
Investment Banking and Brokerage Services Total-1,514 267,334 66.56 8.55 268,848 68.66 8.56 
eMedia Holdings Ltd.86,969 86,969 0.15 0.02 0.00 0.00 
Media Total86,969 86,969 0.15 0.02 0.00 0.00 
Bid Corporation Ltd.-8,237 79,655 34.41 4.42 87,892 41.50 5.18 
Shoprite Holdings Ltd.-12,763 123,443 33.84 4.35 136,206 38.13 4.76 
Personal Care, Drug and Grocery Stores Total-21,000 203,098 68.25 8.77 224,098 79.63 9.93 
Adcock Ingram Holdings Ltd.7,572 191,287 13.77 1.77 183,715 9.35 1.17 
Pharmaceuticals and Biotechnology Total7,572 191,287 13.77 1.77 183,715 9.35 1.17 
Valterra Platinum Ltd.3,103 21,291 25.72 3.30 18,188 14.39 1.80 
Precious Metals and Mining Total3,103 21,291 25.72 3.30 18,188 14.39 1.80 
Combined Motor Holdings Ltd.75,978 2.51 0.32 75,978 2.33 0.29 
Italtile Ltd.1,375,455 13.07 1.68 1,375,455 13.85 1.73 
KAL Group Ltd.76,740 3.19 0.41 76,740 3.23 0.40 
Mr Price Group Ltd.-5,460 65,072 13.30 1.71 70,532 15.64 1.95 
Truworths International Ltd.10,148 137,225 7.49 0.96 127,077 9.05 1.13 
Retailers Total4,688 1,730,470 39.56 5.08 1,725,782 44.10 5.50 
Naspers Ltd.-2,413 11,421 71.97 9.25 13,834 76.67 9.56 
Prosus NV-9,023 44,967 55.07 7.07 53,990 53.47 6.67 
Software and Computer Services Total-11,436 56,388 127.04 16.32 67,824 130.14 16.23 
British American Tobacco plc-8,513 17,507 15.94 2.05 26,020 22.24 2.77 
Tobacco Total-8,513 17,507 15.94 2.05 26,020 22.24 2.77 
Sun International Ltd.17,178 433,897 17.47 2.24 416,719 18.14 2.26 
Travel and Leisure Total17,178 433,897 17.47 2.24 416,719 18.14 2.26 
Portfolio Total-105,426 8,232,901 778.46 100.00 8,338,327 801.66 100.00