Orbis Allan Gray LTD Purchases and Sells in Q3 2025

Orbis Allan Gray LTD

$18 Billion
Q3 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICLR	3.8M + 1132.98%	$139.63 - $195.01 $531M - $742M	4.14M $724M
SE	2.09M + 205.22%	$146.23 - $196.5 $305M - $410M	3.11M $555M
UNH	891K + 81.96%	$237.77 - $353.61 $212M - $315M	1.98M $683M
PDD	1.29M + 22.92%	$102.41 - $134.86 $133M - $175M	6.94M $918M
INSM	1.73M + 113.29%	$96.14 - $147.2 $166M - $254M	3.25M $468M
BRKR	9.47M + 202.38%	$29.35 - $43.93 $278M - $416M	14.1M $460M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WLK	3.91M New	$75.43 - $90.6 $295M - $355M	3.91M $302M
BIDU	1.04M New	$85.86 - $137.83 $89.7M - $144M	1.04M $138M
BTU	4.96M New	$13.18 - $26.81 $65.4M - $133M	4.96M $132M
CE	1.3M New	$39.94 - $62.39 $52.1M - $81.4M	1.3M $54.9M
LYB	1.06M New	$48.34 - $67.22 $51.4M - $71.5M	1.06M $52.2M
MNSO	1.78M New	$17.56 - $26.63 $31.3M - $47.4M	1.78M $40.1M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	-1.55M - 54.2%	$274.66 - $395.76 $425M - $613M	1.31M $423M
SHEL	-5.91M - 80.63%	$69.82 - $73.93 $413M - $437M	1.42M $102M
MCHP	-4.27M - 91.99%	$60.95 - $75.26 $260M - $321M	372K $23.9M
KMI	-7.75M - 34.24%	$26.23 - $28.5 $203M - $221M	14.9M $421M
BTI	-4.98M - 34.35%	$46.69 - $59.27 $233M - $295M	9.52M $505M
R	-535K - 53.23%	$168.66 - $189.57 $90.3M - $101M	470K $88.7M

Activity Summary All Purchases 57 New Holdings 17 Increased Positions 40 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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