Orbis Allan Gray LTD Incresed Positions in Q2 2025

Orbis Allan Gray LTD

  • $15.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITUB
Itau Unibanco Holding S.A.

Financial Services
43.2M
+ 104.26%
$5.24 - $6.81 $226M - $294M
84.5M $574M
PDD
Pinduoduo Inc.

Consumer Cyclical
3.25M
+ 135.59%
$88.35 - $122.19 $287M - $397M
5.65M $591M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
486K
+ 29.76%
$224.32 - $326.09 $109M - $159M
2.12M $692M
MU
Micron Technology Inc

Technology
1.16M
+ 50.23%
$64.72 - $127.91 $74.8M - $148M
3.46M $426M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.48M
+ 20.65%
$39.43 - $49.34 $97.9M - $122M
14.5M $686M
STE
Steris PLC

Healthcare
556K
+ 36.02%
$208.55 - $252.55 $116M - $140M
2.1M $504M
TXN
Texas Instruments Inc

Technology
656K
+ 425.14%
N/A
810K $158M
NU
Nu Holdings Ltd.

Financial Services
4.15M
+ 28.17%
$9.6 - $13.72 $39.8M - $56.9M
18.9M $259M
XPO
Xpo Logistics, Inc.

Industrials
453K
+ 16.79%
$91.46 - $128.1 $41.4M - $58M
3.15M $398M
CX
Cemex Sab De Cv

Basic Materials
12.5M
+ 90.15%
$5.02 - $7.19 $62.6M - $89.7M
26.3M $182M
DEO
Diageo PLC

Consumer Defensive
814K
+ 236.61%
$99.86 - $115.75 $81.3M - $94.2M
1.16M $117M
SE
Sea LTD

Consumer Cyclical
189K
+ 22.75%
$105.57 - $170.4 $19.9M - $32.1M
1.02M $163M
GMAB
Genmab A/S

Healthcare
2.21M
+ 38.69%
$17.98 - $23.09 $39.7M - $51M
7.92M $164M
SHEL
Shell PLC

Energy
877K
+ 13.59%
$59.75 - $73.05 $52.4M - $64.1M
7.33M $516M
IMAX
Imax Corp

Communication Services
1.23M
+ 31.69%
$21.44 - $29.24 $26.4M - $36M
5.11M $143M
KMI
Kinder Morgan, Inc.

Energy
671K
+ 3.05%
$25.21 - $29.4 $16.9M - $19.7M
22.6M $665M
R
Ryder System Inc

Industrials
134K
+ 15.43%
$130.14 - $160.88 $17.5M - $21.6M
1.01M $160M
GNRC
Generac Holdings Inc.

Industrials
103K
+ 50.16%
$101.92 - $143.21 $10.5M - $14.7M
307K $44M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
249K
+ 32.65%
N/A
1.01M $65.6M
BUR
Burford Capital LTD

Financial Services
497K
+ 6.86%
$10.91 - $14.43 $5.42M - $7.17M
7.73M $110M
EME
Emcor Group, Inc.

Industrials
17.8K
+ 61.63%
$342.02 - $534.89 $6.1M - $9.54M
46.8K $25M
MTZ
Mastec Inc

Industrials
11.6K
+ 5.11%
$106.07 - $171.99 $1.24M - $2M
239K $40.8M
FSV
First Service Corp

Real Estate
6.68K
+ 0.47%
$158.93 - $179.74 $1.06M - $1.2M
1.42M $249M
NAVI
Navient Corp

Financial Services
537K
+ 23.23%
$10.76 - $14.33 $5.78M - $7.69M
2.85M $40.2M
KB
Kb Financial Group Inc.

Financial Services
3.34K
+ 0.91%
$46.88 - $82.59 $157K - $276K
370K $30.6M
ATKR
Atkore Inc.

Industrials
113K
+ 45.01%
$52.02 - $71.15 $5.88M - $8.04M
364K $25.7M
ENB
Enbridge Inc

Energy
191K
+ 24.72%
$41.09 - $47.16 $7.85M - $9.01M
964K $43.7M
PTLO
Portillo'S Inc.

Consumer Cyclical
384K
+ 6.44%
$10.34 - $13.35 $3.98M - $5.13M
6.36M $74.2M
MS
Morgan Stanley

Financial Services
1.17K
+ 1.03%
$99.83 - $140.86 $117K - $165K
115K $16.2M
MCS
Marcus Corp

Communication Services
115K
+ 9.09%
$15.19 - $18.71 $1.74M - $2.14M
1.38M $23.2M
Nebius Group N.V.
1.95M
+ 12.42%
N/A
17.7M $0
Corpay Inc
124K
+ 3.33%
N/A
3.86M $0
Smurfit Westrock PLC
8.29M
+ 81.93%
N/A
18.4M $0
INTC
Intel Corp

Technology
6.44K
+ 1.01%
$18.13 - $22.69 $117K - $146K
643K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
422K
+ 63.38%
$274.35 - $599.47 $116M - $253M
1.09M $339M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.25M
+ 178.82%
$50.53 - $212.53 $316M - $1.33B
9.74M $540M
AES
Aes Corp

Utilities
99.3K
+ 0.36%
$9.63 - $12.55 $956K - $1.25M
27.6M $291M
RXO
Rxo, Inc.
1.14M
+ 3.78%
$12.58 - $19.55 $14.4M - $22.3M
31.4M $493M
ELV
Elevance Health, Inc.

Healthcare
6.68K
+ 0.23%
$372.27 - $452.69 $2.49M - $3.02M
2.86M $1.11B
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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