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What Orbis Allan Gray Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
23.7BPositions
91Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CPAY CORPAY, INC. | 1.6B | 6.6% | 5.3M | 417.13 | +31.8% |
| QXO QXO, Inc. | 1.4B | 6.1% | 74.0M | 13.76 | -28.6% |
| NBIS Nebius Group N.V. | 862.7M | 3.6% | 8.3M | 219.13 | +224.8% |
| MSI Motorola Solutions, Inc. | 811.5M | 3.4% | 1.9M | 480.47 | +4.0% |
| PRAX Praxis Precision Medicines, Inc. | 796.6M | 3.4% | 2.5M | 375.94 | +730.8% |
| EQT EQT Corp | 770.9M | 3.3% | 12.1M | 53.72 | +4.6% |
| GOOGL Alphabet Inc. | 722.7M | 3.0% | 2.5M | 344.82 | +73.0% |
| GXO GXO Logistics, Inc. | 696.1M | 2.9% | 13.4M | 45.72 | -12.6% |
| XPO XPO, Inc. | 663.2M | 2.8% | 3.4M | 197.74 | +56.1% |
| BRKR BRUKER CORP | 648.0M | 2.7% | 17.9M | 59.56 | +76.6% |
| WLK WESTLAKE CORP | 618.4M | 2.6% | 5.3M | 78.93 | -4.6% |
| ITUB Itau Unibanco Holding S.A. | 580.5M | 2.4% | 69.3M | 7.48 | +12.8% |
| STE STERIS plc | 573.4M | 2.4% | 2.6M | 237.93 | -4.7% |
| NEM NEWMONT Corp /DE/ | 559.7M | 2.4% | 5.2M | 131.58 | +90.7% |
| FSV FirstService Corp | 551.3M | 2.3% | 4.0M | 144.49 | -27.5% |
| SW Smurfit Westrock plc | 548.9M | 2.3% | 13.8M | 49.39 | +17.7% |
| RXO RXO, Inc. | 532.1M | 2.2% | 36.4M | 22.54 | +55.9% |
| BTI British American Tobacco p.l.c. | 450.6M | 1.9% | 7.7M | 56.21 | -4.7% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 441.7M | 1.9% | 1.3M | 236.22 | -48.5% |
| CNK Cinemark Holdings, Inc. | 429.5M | 1.8% | 15.1M | 36.60 | +37.7% |
| CX CEMEX SAB DE CV | 424.9M | 1.8% | 37.1M | 11.11 | +28.4% |
| IBKR Interactive Brokers Group, Inc. | 410.3M | 1.7% | 6.1M | 93.87 | +50.3% |
| NTES NetEase, Inc. | 401.2M | 1.7% | 3.6M | 128.17 | -1.8% |
| SHEL Shell plc | 382.6M | 1.6% | 4.1M | 93.33 | +29.5% |
| KMI KINDER MORGAN, INC. | 379.2M | 1.6% | 11.3M | 30.98 | +16.6% |
| NVDA NVIDIA CORP | 364.5M | 1.5% | 2.1M | 214.72 | +22.4% |
| DIS Walt Disney Co | 360.0M | 1.5% | 3.7M | 107.78 | -7.9% |
| GMAB GENMAB A/S | 346.8M | 1.5% | 12.9M | 33.45 | +39.0% |
| BKNG Booking Holdings Inc. | 310.6M | 1.3% | 73.8K | 209.62 | -7.1% |
| VALE Vale S.A. | 308.2M | 1.3% | 19.4M | 14.59 | +50.1% |
| INSM INSMED Inc | 306.2M | 1.3% | 1.9M | 125.77 | -2.8% |
| CRSP CRISPR Therapeutics AG | 290.5M | 1.2% | 6.1M | 59.50 | +12.1% |
| DEO DIAGEO PLC | 275.5M | 1.2% | 3.7M | 94.62 | -17.9% |
| FNV FRANCO NEVADA Corp | 266.7M | 1.1% | 1.1M | 265.74 | +49.0% |
| B BARRICK MINING CORP | 245.6M | 1.0% | 6.0M | 47.60 | +91.6% |
| AR ANTERO RESOURCES Corp | 206.8M | 0.9% | 4.9M | 37.94 | +24.1% |
| SRRK Scholar Rock Holding Corp | 205.5M | 0.9% | 4.2M | 56.50 | +64.2% |
| GLD SPDR GOLD TRUST | 203.9M | 0.9% | 473.9K | 423.36 | +37.3% |
| TBBB BBB FOODS INC | 199.7M | 0.8% | 5.6M | 50.66 | +95.8% |
| IMAX IMAX CORP | 195.8M | 0.8% | 5.2M | 52.74 | +104.8% |
| RNR RENAISSANCERE HOLDINGS LTD | 192.7M | 0.8% | 648.5K | 323.45 | +30.4% |
| RHI ROBERT HALF INC. | 191.7M | 0.8% | 7.5M | 44.75 | +22.0% |
| PDD PDD Holdings Inc. | 178.2M | 0.8% | 1.7M | 88.38 | -25.1% |
| AES AES CORP | 172.6M | 0.7% | 12.2M | 14.77 | +11.9% |
| SE Sea Ltd | 152.7M | 0.6% | 1.8M | 117.53 | -34.2% |
| CRC California Resources Corp | 150.7M | 0.6% | 2.2M | 53.24 | +11.6% |
| R RYDER SYSTEM INC | 145.7M | 0.6% | 711.7K | 249.73 | +39.6% |
| EAT BRINKER INTERNATIONAL, INC | 132.4M | 0.6% | 927.5K | 246.06 | +61.2% |
| DYN Dyne Therapeutics, Inc. | 122.6M | 0.5% | 6.8M | 26.10 | +118.0% |
| RRC RANGE RESOURCES CORP | 122.3M | 0.5% | 2.7M | 41.06 | +24.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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