Orbis Allan Gray LTD Purchases and Sells in Q2 2025

Orbis Allan Gray LTD

$15.3 Billion
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITUB	43.2M + 104.26%	$5.24 - $6.81 $226M - $294M	84.5M $574M
PDD	3.25M + 135.59%	$88.35 - $122.19 $287M - $397M	5.65M $591M
ALNY	486K + 29.76%	$224.32 - $326.09 $109M - $159M	2.12M $692M
MU	1.16M + 50.23%	$64.72 - $127.91 $74.8M - $148M	3.46M $426M
BTI	2.48M + 20.65%	$39.43 - $49.34 $97.9M - $122M	14.5M $686M
STE	556K + 36.02%	$208.55 - $252.55 $116M - $140M	2.1M $504M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBD	81M New	$2.02 - $3.09 $164M - $250M	81M $250M
BRKR	4.68M New	$35.5 - $42.18 $166M - $197M	4.68M $193M
XP	8M New	$12.69 - $20.62 $102M - $165M	8M $162M
INSM	1.52M New	$64.81 - $105.9 $98.8M - $161M	1.52M $153M
ICLR	336K New	$126.62 - $168.7 $42.5M - $56.6M	336K $48.8M
BWXT	295K New	$89.24 - $144.06 $26.3M - $42.5M	295K $42.5M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSI	-561K - 76.15%	$394.72 - $440.39 $221M - $247M	176K $73.8M
RNR	-757K - 43.28%	$220.37 - $253.95 $167M - $192M	991K $241M
VALE	-11.6M - 37.09%	$8.26 - $10.1 $95.8M - $117M	19.7M $191M
FNV	-507K - 26.41%	$143.04 - $178.17 $72.5M - $90.3M	1.41M $231M
G	-1.15M - 76.12%	$40.65 - $50.56 $46.6M - $58M	360K $15.8M
MCHP	-2.99M - 39.22%	$35.34 - $71.6 $106M - $214M	4.64M $327M

Activity Summary All Purchases 52 New Holdings 12 Increased Positions 40 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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