Capital Signal

South32 Limited (ASX: S32)

Sector: Materials

Market cap: A$19.5B (as of 2 Nov 2026)

Diversified mining and metals

Data as of 2 Nov 2026.

Substantial holders — latest moves

DateHolderMoveHoldingSource
9 Oct 2026AustralianSuper Pty LtdIncrease7.2% → 8.26%Filing ↗
13 Feb 2026Macquarie Group Limited ('MQG'); and its controlled bodies corporate listed in Annexure A ('Macquarie Group Entities')Exit—Filing ↗
29 Jan 2026AustralianSuper Pty LtdIncrease6.080% → 7.200%Filing ↗
17 Oct 2025Macquarie Group Limited ('MQG'); and its controlled bodies corporate listed in Annexure A ('Macquarie Group Entities')Entry?% → 5.03%Filing ↗
8 Oct 2024AustralianSuper Pty LtdIncrease5.010% → 6.080%Filing ↗

Director trades — on-market

DateDirectorTradeSource
22 Oct 2026Stephen Thomas PearceBought 70,000Filing ↗
1 Sept 2026Ms Jane Anne NelsonBought 10,000Filing ↗
31 Aug 2026(Mandla) Mandlesilo Lambase Bavumile MSIMANGBought 11,400Filing ↗
28 Aug 2026Stephen Thomas PearceBought 40,000Filing ↗
28 Aug 2026Matthew DALEYSold 113,924 fully paid ordinary sharesFiling ↗

Cash and runway

MetricValueAs ofSource
CashA$297M30 Sept 2026Filing ↗

Latest guidance

DatePeriodGuidanceSource
19 Oct 2026FY27FY27 production guidance remains unchanged across all operations.Filing ↗

Ask about S32 in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has S32 raised money in the last year, and at what discount?
  • What was S32's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

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