Orbis Allan Gray LTD Incresed Positions in Q3 2025

Orbis Allan Gray LTD

  • $18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
3.8M
+ 1132.98%
$139.63 - $195.01 $531M - $742M
4.14M $724M
SE
Sea LTD

Consumer Cyclical
2.09M
+ 205.22%
$146.23 - $196.5 $305M - $410M
3.11M $555M
UNH
Unitedhealth Group Inc

Healthcare
891K
+ 81.96%
$237.77 - $353.61 $212M - $315M
1.98M $683M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.29M
+ 22.92%
$102.41 - $134.86 $133M - $175M
6.94M $918M
INSM
Insmed Inc

Healthcare
1.73M
+ 113.29%
$96.14 - $147.2 $166M - $254M
3.25M $468M
BRKR
Bruker Corp

Healthcare
9.47M
+ 202.38%
$29.35 - $43.93 $278M - $416M
14.1M $460M
MSI
Motorola Solutions, Inc.

Technology
480K
+ 273.65%
$408.73 - $490.3 $196M - $236M
656K $300M
CRSP
Crispr Therapeutics Ag

Healthcare
2.22M
+ 80.21%
$48.51 - $68.14 $108M - $151M
4.98M $323M
NEM
Newmont Corp

Basic Materials
628K
+ 12.54%
$57.35 - $85.25 $36M - $53.6M
5.64M $475M
NU
Nu Holdings Ltd.

Financial Services
8.43M
+ 44.65%
$11.92 - $16.3 $100M - $137M
27.3M $437M
IQV
Iqvia Holdings Inc.

Healthcare
915K
+ 1753.7%
$157.68 - $200.82 $144M - $184M
968K $184M
NTES
Net Ease, Inc.

Communication Services
650K
+ 18.54%
$127.31 - $159.34 $82.8M - $104M
4.16M $632M
CX
Cemex Sab De Cv

Basic Materials
8.61M
+ 32.73%
$7.1 - $9.55 $61.1M - $82.2M
34.9M $314M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
4.71M
+ 96.68%
$14.96 - $19.64 $70.5M - $92.6M
9.59M $188M
FNV
Franco Nevada Corp

Basic Materials
6.27K
+ 0.44%
$154.4 - $222.91 $968K - $1.4M
1.42M $316M
GXO
Gxo Logistics, Inc.

Industrials
214K
+ 1.63%
$48.07 - $54.59 $10.3M - $11.7M
13.4M $708M
DEO
Diageo PLC

Consumer Defensive
388K
+ 33.52%
$93.64 - $115.33 $36.3M - $44.8M
1.55M $148M
IMAX
Imax Corp

Communication Services
129K
+ 2.52%
$24.51 - $32.75 $3.16M - $4.22M
5.24M $172M
FSV
First Service Corp

Real Estate
30.3K
+ 2.13%
$175.69 - $208.43 $5.33M - $6.32M
1.45M $277M
CRC
California Resources Corp

Energy
269K
+ 24.0%
$46.11 - $57.82 $12.4M - $15.6M
1.39M $74M
STE
Steris PLC

Healthcare
29.2K
+ 1.39%
$221.21 - $252.43 $6.46M - $7.37M
2.13M $527M
BWXT
Bwx Technologies, Inc.

Industrials
37.2K
+ 12.61%
$136.45 - $184.37 $5.08M - $6.86M
332K $61.3M
CNK
Cinemark Holdings, Inc.

Communication Services
1.4M
+ 13.82%
$24.81 - $30.71 $34.6M - $42.9M
11.5M $322M
EME
Emcor Group, Inc.

Industrials
12.8K
+ 27.44%
$530.88 - $655.83 $6.81M - $8.42M
59.6K $38.7M
XPO
Xpo Logistics, Inc.

Industrials
3.32K
+ 0.11%
$118.79 - $138.31 $394K - $459K
3.15M $408M
RXO
Rxo, Inc.
1.2M
+ 3.82%
$14.25 - $17.9 $17.1M - $21.4M
32.6M $501M
GNRC
Generac Holdings Inc.

Industrials
484
+ 0.16%
$146.61 - $202.85 $71K - $98.2K
308K $51.5M
ENB
Enbridge Inc

Energy
45.1K
+ 4.68%
$43.79 - $50.46 $1.97M - $2.27M
1.01M $50.9M
DIS
Walt Disney CO

Communication Services
320K
+ 9.55%
$112.25 - $124.0 $35.9M - $39.7M
3.67M $420M
MCS
Marcus Corp

Communication Services
400K
+ 29.06%
$14.62 - $18.09 $5.84M - $7.23M
1.77M $27.5M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
46.6K
+ 4.6%
N/A
1.06M $68.6M
Corpay Inc
273K
+ 7.07%
N/A
4.13M $0
Smurfit Westrock PLC
548K
+ 2.98%
N/A
18.9M $0
Barrick Mng Corp
258K
+ 4.09%
N/A
6.56M $0
National Cinemedia Inc
1.11M
+ 26.39%
N/A
5.31M $0
BUR
Burford Capital LTD

Financial Services
1.46M
+ 18.88%
$11.96 - $14.84 $17.5M - $21.7M
9.19M $110M
NAVI
Navient Corp

Financial Services
174K
+ 6.13%
$12.41 - $15.59 $2.17M - $2.72M
3.02M $39.8M
HDB
Hdfc Bank LTD

Financial Services
338K
+ 80.47%
$34.14 - $78.94 $11.5M - $26.6M
757K $25.9M
PTLO
Portillo'S Inc.

Consumer Cyclical
482K
+ 7.57%
$6.06 - $12.32 $2.92M - $5.93M
6.84M $44.1M
Activity Summary
Buys All Purchases 57 New Holdings 17 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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