Orbis Allan Gray LTD Incresed Positions in Q4 2024

Orbis Allan Gray LTD

  • $14.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
1.26M
+ 139.69%
$365.96 - $514.62 $463M - $651M
2.17M $801M
GOOGL
Alphabet Inc.

Communication Services
1.4M
+ 65.02%
$161.86 - $196.66 $227M - $275M
3.55M $673M
KMI
Kinder Morgan, Inc.

Energy
4.4M
+ 24.07%
$22.59 - $28.54 $99.3M - $125M
22.7M $621M
FSV
First Service Corp

Real Estate
711K
+ 147.39%
$176.17 - $197.05 $125M - $140M
1.19M $216M
R
Ryder System Inc

Industrials
605K
+ 234.5%
$138.78 - $170.03 $84M - $103M
864K $135M
FNV
Franco Nevada Corp

Basic Materials
856K
+ 78.92%
$113.26 - $137.22 $96.9M - $117M
1.94M $228M
HDB
Hdfc Bank LTD

Financial Services
961K
+ 172.6%
$59.45 - $68.01 $57.1M - $65.4M
1.52M $96.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.76M
+ 21.46%
$34.25 - $37.94 $60.4M - $66.9M
9.98M $363M
ICLR
Icon PLC

Healthcare
238K
+ 3383.53%
$187.22 - $297.57 $44.5M - $70.8M
245K $51.3M
SE
Sea LTD

Consumer Cyclical
392K
+ 63.79%
$93.56 - $117.41 $36.7M - $46M
1.01M $107M
ACGL
Arch Capital Group Ltd.

Financial Services
595K
+ 126.97%
$88.71 - $114.86 $52.8M - $68.4M
1.06M $98.2M
NTES
Net Ease, Inc.

Communication Services
551K
+ 15.82%
$76.28 - $104.26 $42M - $57.4M
4.03M $360M
BIDU
Baidu, Inc.

Communication Services
1.09M
+ 36.52%
$80.33 - $115.13 $87.3M - $125M
4.06M $342M
IMAX
Imax Corp

Communication Services
413K
+ 13.55%
$19.35 - $26.73 $7.98M - $11M
3.46M $88.5M
GMAB
Genmab A/S

Healthcare
1.14M
+ 67.91%
$20.02 - $24.15 $22.8M - $27.5M
2.82M $58.8M
MSFT
Microsoft Corp

Technology
39.6K
+ 101.42%
$406.35 - $454.46 $16.1M - $18M
78.7K $33.2M
G
Genpact LTD

Technology
69.5K
+ 4.0%
$38.17 - $46.82 $2.65M - $3.25M
1.81M $77.7M
MCS
Marcus Corp

Communication Services
105K
+ 9.59%
$15.15 - $23.15 $1.59M - $2.42M
1.2M $25.7M
BORR
Borr Drilling LTD

Energy
3.92M
+ 47.13%
$3.36 - $5.65 $13.2M - $22.2M
12.2M $47.7M
ATKR
Atkore Inc.

Industrials
14.1K
+ 7.7%
$82.02 - $104.45 $1.16M - $1.47M
197K $16.4M
NAVI
Navient Corp

Financial Services
294K
+ 19.78%
$12.98 - $15.86 $3.82M - $4.67M
1.78M $23.7M
CRC
California Resources Corp

Energy
18.3K
+ 1.6%
$50.23 - $59.59 $918K - $1.09M
1.16M $60.4M
Smurfit Westrock PLC
5.53M
+ 2160.26%
N/A
5.78M $0
Nebius Group N.V.
12.7M
+ 414.56%
N/A
15.7M $0
BUR
Burford Capital LTD

Financial Services
162K
+ 2.54%
$12.71 - $14.61 $2.06M - $2.37M
6.56M $83.6M
SYNA
Synaptics Inc

Technology
10.8K
+ 0.48%
$68.67 - $82.79 $740K - $892K
2.27M $174M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
205K
+ 16.14%
$232.27 - $300.43 $47.5M - $61.5M
1.47M $347M
INTC
Intel Corp

Technology
15.4K
+ 1.93%
$19.07 - $26.23 $294K - $404K
814K $16.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
64.7K
+ 5.13%
$56.08 - $68.53 $3.63M - $4.43M
1.33M $74.6M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
280K
+ 4.96%
$13.09 - $17.44 $3.66M - $4.88M
5.92M $79.8M
GOLD
Barrick Gold Corp

Basic Materials
184K
+ 3.42%
$15.23 - $21.19 $2.81M - $3.91M
5.58M $86.5M
PTLO
Portillo'S Inc.

Consumer Cyclical
6.67K
+ 0.12%
$8.66 - $13.88 $57.8K - $92.6K
5.74M $53.9M
RNR
Renaissancere Holdings LTD

Financial Services
26.7K
+ 0.94%
$241.97 - $287.47 $6.45M - $7.67M
2.86M $713M
RXO
Rxo, Inc.
1.68M
+ 5.89%
$23.46 - $31.9 $39.5M - $53.7M
30.2M $721M
Activity Summary
Buys All Purchases 48 New Holdings 13 Increased Positions 35 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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