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
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 9 Oct 2026 | AustralianSuper Pty Ltd | Increase | 7.2% → 8.26% | Filing ↗ |
| 13 Feb 2026 | Macquarie Group Limited ('MQG'); and its controlled bodies corporate listed in Annexure A ('Macquarie Group Entities') | Exit | — | Filing ↗ |
| 29 Jan 2026 | AustralianSuper Pty Ltd | Increase | 6.080% → 7.200% | Filing ↗ |
| 17 Oct 2025 | Macquarie Group Limited ('MQG'); and its controlled bodies corporate listed in Annexure A ('Macquarie Group Entities') | Entry | ?% → 5.03% | Filing ↗ |
| 8 Oct 2024 | AustralianSuper Pty Ltd | Increase | 5.010% → 6.080% | Filing ↗ |
Director trades — on-market
| Date | Director | Trade | Source |
|---|---|---|---|
| 22 Oct 2026 | Stephen Thomas Pearce | Bought 70,000 | Filing ↗ |
| 1 Sept 2026 | Ms Jane Anne Nelson | Bought 10,000 | Filing ↗ |
| 31 Aug 2026 | (Mandla) Mandlesilo Lambase Bavumile MSIMANG | Bought 11,400 | Filing ↗ |
| 28 Aug 2026 | Stephen Thomas Pearce | Bought 40,000 | Filing ↗ |
| 28 Aug 2026 | Matthew DALEY | Sold 113,924 fully paid ordinary shares | Filing ↗ |
Cash and runway
| Metric | Value | As of | Source |
|---|---|---|---|
| Cash | A$297M | 30 Sept 2026 | Filing ↗ |
Latest guidance
| Date | Period | Guidance | Source |
|---|---|---|---|
| 19 Oct 2026 | FY27 | FY27 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?
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