Caledonia Mining Corporation Plc
US ˙ NYSEAM ˙ JE00BF0XVB15

SecurityCMCL / Caledonia Mining Corporation Plc
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership544,657 shares
Latest Disclosed Value $ 12,302,913
Dimensional Fund Advisors Lp reports 18.90% increase in ownership of CMCL / Caledonia Mining Corporation Plc

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 544,657 shares of Caledonia Mining Corporation Plc (US:CMCL) valued at $12,303,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 458,082 shares of Caledonia Mining Corporation Plc. This represents a change in shares of 18.90% during the quarter. The current value of the position is $11,356,098 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CALEDONIA MNG SHS NEW G1757E113 544,657 86,575 18.90 12,303 2.62 0.0006
2026-02-12 2025-12-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 458,082 31,169 7.30 11,989 -22.45 0.0025
2025-11-12 2025-09-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 426,913 9,209 2.20 15,459 91.59 0.0033
2025-08-12 2025-06-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 417,704 54,194 14.91 8,070 77.77 0.0019
2025-05-13 2025-03-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 363,510 49,906 15.91 4,539 53.86 0.0011
2025-02-13 2024-12-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 313,604 61,694 24.49 2,951 -21.71 0.0007
2024-11-07 2024-09-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 251,910 63,636 33.80 3,769 106.01 0.0009
2024-08-09 2024-06-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 188,274 24,447 14.92 1,830 0.88 0.0005
2024-05-10 2024-03-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 163,827 11,260 7.38 1,814 -2.58 0.0005
2024-02-07 2023-12-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 152,567 3,475 2.33 1,862 26.68 0.0005
2023-11-09 2023-09-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 149,092 42,481 39.85 1,470 18.56 0.0005
2023-08-09 2023-06-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 106,611 18,485 20.98 1,239 -7.47 0.0004
2023-05-12 2023-03-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 88,126 42,613 93.63 1,340 0.0005
2023-02-09 2022-12-31 13F CALEDONIA MNG CORP SHS NEW G1757E113 45,513 3,463 8.24 1 -100.00 0.0002
2022-11-10 2022-09-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 42,050 -2,409 -5.42 412 -15.23 0.0002
2022-08-12 2022-06-30 13F CALEDONIA MNG CORP SHS NEW G1757E113 44,459 9,128 25.84 486 -9.50 0.0002
2022-05-13 2022-03-31 13F CALEDONIA MNG CORP CLA G1757E113 35,331 11,573 48.71 537 93.86 0.0002
2022-02-09 2021-12-31 13F CALEDONIA MNG CORP CLA G1757E113 23,758 0 0.00 277 -3.48 0.0001
2021-11-12 2021-09-30 13F CALEDONIA MNG CORP CLA G1757E113 23,758 -1,133 -4.55 287 -4.65 0.0001
2021-08-12 2021-06-30 13F CALEDONIA MNG CORP CLA G1757E113 24,891 -6,587 -20.93 301 -33.11 0.0001
2021-05-14 2021-03-31 13F CALEDONIA MNG CORP CLA G1757E113 31,478 2,812 9.81 450 -1.10 0.0001
2021-03-08 2020-12-31 13F/A-2 CALEDONIA MNG CORP CLA G1757E113 28,666 15,485 117.48 455 103.13 0.0002
2021-02-11 2020-12-31 13F CALEDONIA MNG CORP CLA G1757E113 28,666 15,485 455 164.3218
2020-11-12 2020-09-30 13F CALEDONIA MNG CORP CLA G1757E113 13,181 13,181 224 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.