GREAT LAKES ADVISORS, LLC SOUHY South32 Ltd Sp ADR

Ownership history in GREAT LAKES ADVISORS, LLC  ·  23 quarters on record

AI Ownership Summary

GREAT LAKES ADVISORS, LLC reported South32 Ltd Sp ADR (SOUHY) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows SOUHY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOUHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT LAKES ADVISORS, LLC's position in South32 Ltd Sp ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOUHY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREAT LAKES ADVISORS, LLC held SOUHY — position size vs. price
% of Fund (quarterly)    SOUHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 425,668 -14,935 -3.4% 0.05% $6.4M 2026-05-12 $15.80
2025 Q3 ADDED 440,603 +48,873 +12.5% 0.03% $4.0M 2025-11-14 (Est.) $10.24
2025 Q2 ADDED 391,730 +39,563 +11.2% 0.03% $3.7M 2025-08-14 (Est.) $9.22
2025 Q1 ADDED 352,167 +98,445 +38.8% 0.03% $3.6M 2025-05-16 $9.34
2024 Q4 ADDED 253,722 +3,620 +1.4% 0.02% $2.7M 2025-02-10 $10.56
2024 Q3 ADDED 250,102 +19,129 +8.3% 0.03% $3.2M 2024-11-04 $11.83
2024 Q2 ADDED 230,973 +203,056 +727.4% 0.03% $2.8M 2024-08-06 $8.86
2024 Q1 ADDED 27,917 +8,811 +46.1% 0.00% $273K 2024-05-08 $11.46
2023 Q4 UNCHANGED 19,106 0% 0.00% $217K 2024-02-08 $9.85
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GREAT LAKES ADVISORS, LLC and SOUHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT LAKES ADVISORS, LLC reported owning SOUHY?

GREAT LAKES ADVISORS, LLC reported SOUHY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SOUHY position in GREAT LAKES ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SOUHY was 0.05% in 2026 Q1.

What is the latest reported SOUHY position on this page?

The most recent filing on this page is 2026 Q1, when GREAT LAKES ADVISORS, LLC reported 425,668 shares, equal to 0.05% of portfolio, with an estimated market value of $6.4M.

What does the chart on this SOUHY ownership page compare?

The chart compares GREAT LAKES ADVISORS, LLC's quarterly SOUHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREAT LAKES ADVISORS, LLC time their SOUHY position?

Based on 13F filing dates vs. subsequent SOUHY price moves, GREAT LAKES ADVISORS, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on SOUHY relative to SPY over the holding period was +0.0%.

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