AUANGLOGOLD ASHANTI PLC

CUSIP: G0378L100

Guru Owners

$435.9M

Total Value Held

5.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Howard Marks	Oaktree Capital Management	3847991	$328.2M	4.67%	$85.28	Q4 2025
Ray Dalio	Bridgewater Associates	822908	$70.2M	0.26%	$85.28	Q4 2025
Sarah Ketterer	Causeway Capital Management	434260	$37.6M	0.52%	$86.49	Q4 2025

Howard Marks

$328.2M

4.67%

Ray Dalio

$70.2M

0.26%

Sarah Ketterer

$37.6M

0.52%

📊 Fundamentals

Market Cap$53.7B

P/E Ratio20.5x

Near market avg

Forward P/E11.9x

P/FCF25.1x

EPS (TTM)$5.19

Revenue (TTM)$9.9B

Profit Margin26.65%

Div Yield3.99%

Beta0.55

52-Week Range

$30.19

$129.14

Current: $106.29

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.5x trailing earnings → 11.9x forward · 26.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $435.9M

REDUCEDHoward Marks$328.2M

INCREASEDRay Dalio$70.2M

INCREASEDSarah Ketterer$37.6M

Q3 '253 owners · $324.7M

REDUCEDHoward Marks$294.3M

REDUCEDRay Dalio$16.4M

REDUCEDSarah Ketterer$14.0M

Q2 '253 owners · $282.7M

REDUCEDHoward Marks$225.5M

INCREASEDSarah Ketterer$35.5M

REDUCEDRay Dalio$21.7M

Q1 '253 owners · $240.2M

NEWHoward Marks$202.9M

INCREASEDRay Dalio$23.0M

NEWSarah Ketterer$14.3M

Q4 '241 owners · $9.2M

INCREASEDRay Dalio$9.2M

Q3 '241 owners · $5.0M

INCREASEDRay Dalio$5.0M

SOLDJohn Paulson

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 2.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

21.6%current: 21.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data