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Steyn Capital Equity Prescient Fund  |  South African-Equity-SA General
1.5445    +0.0180    (+1.179%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-2,072 2,657 10.85 1.03 4,729 19.65 1.79 
FirstRand Ltd.-109,460 622,385 54.86 5.21 731,845 66.41 6.04 
Standard Bank Group Ltd.-475 235,981 71.15 6.76 236,456 68.67 6.24 
Banks Total-112,007 861,023 136.86 13.01 973,030 154.73 14.07 
Anheuser-Busch InBev SA/NV-23,784 0.00 0.00 23,784 25.46 2.32 
Beverages Total-23,784 0.00 0.00 23,784 25.46 2.32 
Cash on call53.46 5.08 56.79 5.16 
Cash on call Total53.46 5.08 56.79 5.16 
AECI Ltd.-105,980 480,701 56.13 5.34 586,681 52.40 4.77 
Omnia Holdings Ltd.29,133 29,133 2.78 0.26 0.00 0.00 
Chemicals Total-76,847 509,834 58.91 5.60 586,681 52.40 4.77 
EPE Capital Partners Ltd.-721,653 591,578 4.00 0.38 1,313,231 9.19 0.84 
Closed End Investments Total-721,653 591,578 4.00 0.38 1,313,231 9.19 0.84 
Aveng Ltd.-103,433 463,483 2.02 0.19 566,916 3.70 0.34 
Construction and Materials Total-103,433 463,483 2.02 0.19 566,916 3.70 0.34 
Optasia Ltd.1,023,222 1,023,222 20.24 1.92 0.00 0.00 
Finance and Credit Services Total1,023,222 1,023,222 20.24 1.92 0.00 0.00 
Astral Foods Ltd.37,002 37,002 9.43 0.90 0.00 0.00 
AVI Ltd.73,608 73,608 7.63 0.73 0.00 0.00 
Premier Group Ltd.-3,669 274,267 47.61 4.52 277,936 46.60 4.24 
RFG Holdings Ltd.-424,184 0.00 0.00 424,184 9.82 0.89 
Tiger Brands Ltd.-16,588 46,774 14.08 1.34 63,362 23.20 2.11 
Food Producers Total-333,831 431,651 78.75 7.48 765,482 79.62 7.24 
Foreign - Equities0.29 0.03 0.00 0.00 
Foreign Invest Total0.29 0.03 0.00 0.00 
Mpact Ltd.521,747 11.33 1.08 521,747 11.74 1.07 
Nampak Ltd.7,506 10,380 4.72 0.45 2,874 1.55 0.14 
General Industrials Total7,506 532,127 16.06 1.53 524,621 13.29 1.21 
Anglo American plc43,966 31.50 2.99 43,966 30.12 2.74 
Glencore plc-322,289 134,613 17.17 1.63 456,902 41.65 3.79 
Industrial Metals and Mining Total-322,289 178,579 48.67 4.63 500,868 71.77 6.53 
Adcorp Holdings Ltd.-5,661 375,743 2.05 0.19 381,404 2.35 0.21 
Industrial Support Services Total-5,661 375,743 2.05 0.19 381,404 2.35 0.21 
Grindrod Ltd.-165,550 926,006 17.04 1.62 1,091,556 18.56 1.69 
Industrial Transportation Total-165,550 926,006 17.04 1.62 1,091,556 18.56 1.69 
Brait plc4,297,489 9.24 0.88 4,297,489 9.58 0.87 
Brait plc1,129 0.85 0.08 1,129 0.85 0.08 
Coronation Fund Managers Ltd.-203,077 0.00 0.00 203,077 9.50 0.86 
Ninety One plc-60,403 627,716 32.18 3.06 688,119 33.22 3.02 
Reinet Investments SCA-14,557 25,603 14.00 1.33 40,160 23.29 2.12 
Remgro Ltd.13,027 91,427 17.17 1.63 78,400 14.24 1.29 
Zeder Investments Ltd.5,339,825 6.94 0.66 5,339,825 6.67 0.61 
Investment Banking and Brokerage Services Total-265,010 10,383,189 80.38 7.64 10,648,199 97.36 8.85 
Momentum Group Ltd.743,239 26.70 2.54 743,239 28.42 2.58 
Life Insurance Total743,239 26.70 2.54 743,239 28.42 2.58 
Caxton and CTP Publishers and Printers Ltd.911,508 11.85 1.13 911,508 12.01 1.09 
eMedia Holdings Ltd.0.00 0.00 0.00 0.00 
Media Total911,509 11.85 1.13 911,509 12.01 1.09 
OUTsurance Group Ltd.388,825 26.99 2.57 388,825 27.86 2.53 
Non-life Insurance Total388,825 26.99 2.57 388,825 27.86 2.53 
Bid Corporation Ltd.88,574 88,574 36.23 3.44 0.00 0.00 
Shoprite Holdings Ltd.-120,783 0.00 0.00 120,783 32.64 2.97 
Personal Care, Drug and Grocery Stores Total-32,209 88,574 36.23 3.44 120,783 32.64 2.97 
AngloGold Ashanti plc5,553 5,553 8.90 0.85 0.00 0.00 
Northam Platinum Holdings Ltd.6,943 97,202 32.91 3.13 90,259 30.43 2.77 
Pan African Resources plc-320,571 1,206,895 36.87 3.50 1,527,466 41.13 3.74 
Sibanye Stillwater Ltd.-31,800 96,474 4.82 0.46 128,274 7.76 0.71 
Valterra Platinum Ltd.-1,485 29,772 41.06 3.90 31,257 44.06 4.01 
Precious Metals and Mining Total-341,360 1,435,896 124.56 11.84 1,777,256 123.38 11.22 
Lighthouse Properties plc1,030,121 7.66 0.73 1,030,121 8.70 0.79 
MAS plc75,840 1,356,997 26.04 2.48 1,281,157 28.94 2.63 
NEPI Rockcastle NV-41,968 101,174 13.76 1.31 143,142 20.88 1.90 
Real Estate Investment and Services Total33,872 2,488,292 47.47 4.51 2,454,420 58.52 5.32 
Mr Price Group Ltd.133,494 133,494 20.25 1.93 0.00 0.00 
Pepkor Holdings Ltd.508,752 1,301,113 29.21 2.78 792,361 20.96 1.91 
Truworths International Ltd.102,468 102,468 5.31 0.50 0.00 0.00 
Retailers Total744,714 1,537,075 54.77 5.21 792,361 20.96 1.91 
Naspers Ltd.8,446 56,697 48.62 4.62 48,251 53.29 4.85 
Prosus NV12,298 57,094 43.63 4.15 44,796 45.85 4.17 
Software and Computer Services Total20,744 113,791 92.25 8.77 93,047 99.14 9.02 
City Lodge Hotels Ltd.333,728 333,728 1.48 0.14 0.00 0.00 
Southern Sun Ltd.7,630,248 77.68 7.38 7,630,248 78.13 7.11 
Sun International Ltd.-69,934 698,319 33.42 3.18 768,253 29.69 2.70 
Tsogo Sun Ltd.-517,200 0.00 0.00 517,200 3.62 0.33 
Travel and Leisure Total-253,406 8,662,295 112.58 10.70 8,915,701 111.45 10.14 
Portfolio Total-926,982 32,645,931 1,052.12 100.00 33,572,913 1,099.61 100.00