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Elliott Builds Big Stake in Barrick, Presses for Americas–International Split

The campaign focuses attention on unlocking value from Barrick’s North American assets.

Overview

  • Elliott Management has taken a significant position in Barrick, reported as roughly $1 billion by The Globe and Mail or at least $700 million by Benzinga, placing it among the miner’s top ten shareholders.
  • The fund is urging a separation of lower‑risk operations in the Americas from higher‑risk mines in Africa, the Middle East and Asia, according to multiple reports.
  • Barrick shares rose more than 4% in pre‑market trading on Tuesday after news of Elliott’s stake, Benzinga reported.
  • Interim CEO Mark Hill has said there is a "big opportunity" in concentrating on the North American business, signaling receptivity to a refocus on the region.
  • The Globe and Mail noted that Reuters recently reported the board has been weighing breakup options, as Elliott brings an activist record that includes a management shakeup at Suncor and engagement with Kinross.