Orbis Allan Gray LTD Incresed Positions in Q1 2025

Orbis Allan Gray LTD

  • $13.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
680K
+ 31.36%
$365.9 - $436.25 $249M - $297M
2.85M $1.24B
PDD
Pinduoduo Inc.

Consumer Cyclical
2.3M
+ 2354.93%
$94.68 - $131.34 $218M - $302M
2.4M $284M
VALE
Vale S.A.

Basic Materials
19.5M
+ 165.85%
$8.5 - $10.19 $166M - $199M
31.3M $312M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.04M
+ 20.44%
$35.35 - $42.74 $72.1M - $87.2M
12M $497M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
162K
+ 11.01%
$233.07 - $290.7 $37.8M - $47.1M
1.63M $441M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
757K
+ 447.46%
$94.63 - $114.82 $71.7M - $87M
927K $92.8M
NEM
Newmont Corp

Basic Materials
92.4K
+ 1.66%
$37.79 - $48.39 $3.49M - $4.47M
5.67M $274M
GMAB
Genmab A/S

Healthcare
2.9M
+ 102.83%
$18.69 - $24.14 $54.1M - $69.9M
5.71M $112M
AES
Aes Corp

Utilities
4.93M
+ 21.83%
$9.93 - $13.23 $49M - $65.2M
27.5M $342M
CX
Cemex Sab De Cv

Basic Materials
7.42M
+ 115.63%
$5.36 - $6.78 $39.8M - $50.3M
13.8M $77.6M
DIS
Walt Disney CO

Communication Services
620K
+ 20.89%
$96.87 - $114.0 $60.1M - $70.7M
3.59M $354M
FSV
First Service Corp

Real Estate
224K
+ 18.79%
$159.66 - $185.88 $35.8M - $41.7M
1.42M $235M
PTLO
Portillo'S Inc.

Consumer Cyclical
234K
+ 4.09%
$9.2 - $15.39 $2.16M - $3.61M
5.97M $71M
IMAX
Imax Corp

Communication Services
425K
+ 12.29%
$22.39 - $27.37 $9.52M - $11.6M
3.88M $102M
BUR
Burford Capital LTD

Financial Services
677K
+ 10.33%
$12.5 - $15.6 $8.47M - $10.6M
7.24M $95.6M
ENB
Enbridge Inc

Energy
183K
+ 30.98%
$41.54 - $45.45 $7.59M - $8.31M
773K $34.2M
FUTU
Futu Holdings LTD

Financial Services
35.9K
+ 14.99%
$75.13 - $123.56 $2.69M - $4.43M
275K $28.1M
NAVI
Navient Corp

Financial Services
529K
+ 29.65%
$12.63 - $14.66 $6.68M - $7.75M
2.31M $29.2M
MS
Morgan Stanley

Financial Services
42.5K
+ 59.3%
$111.68 - $141.08 $4.75M - $6M
114K $13.3M
MSFT
Microsoft Corp

Technology
16.2K
+ 20.58%
$375.39 - $447.2 $6.08M - $7.24M
94.9K $35.6M
Smurfit Westrock PLC
4.33M
+ 74.85%
N/A
10.1M $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
529
+ 0.84%
$221.78 - $273.45 $117K - $145K
63.8K $14.5M
AMZN
Amazon Com Inc

Consumer Cyclical
121
+ 0.28%
$190.26 - $242.06 $23K - $29.3K
42.9K $8.15M
ATKR
Atkore Inc.

Industrials
54.1K
+ 27.47%
$58.89 - $88.18 $3.19M - $4.77M
251K $15.1M
MTZ
Mastec Inc

Industrials
20.6K
+ 9.95%
$108.66 - $160.79 $2.24M - $3.31M
228K $26.6M
GNRC
Generac Holdings Inc.

Industrials
12.9K
+ 6.71%
$126.65 - $164.06 $1.63M - $2.11M
205K $25.9M
MCS
Marcus Corp

Communication Services
64.5K
+ 5.39%
$15.89 - $22.25 $1.02M - $1.43M
1.26M $21M
CRSP
Crispr Therapeutics Ag

Healthcare
86.8K
+ 5.88%
$34.03 - $53.02 $2.95M - $4.6M
1.56M $53.2M
CRC
California Resources Corp

Energy
34.6K
+ 2.97%
$39.17 - $54.42 $1.36M - $1.88M
1.2M $52.7M
MAR
Marriott International Inc

Consumer Cyclical
13.8K
+ 4.65%
$237.01 - $304.45 $3.26M - $4.19M
310K $73.8M
R
Ryder System Inc

Industrials
7.43K
+ 0.86%
$136.38 - $170.92 $1.01M - $1.27M
871K $125M
MSI
Motorola Solutions, Inc.

Technology
11.5K
+ 1.59%
$411.73 - $482.1 $4.75M - $5.56M
736K $322M
GXO
Gxo Logistics, Inc.

Industrials
818K
+ 6.47%
$36.31 - $46.18 $29.7M - $37.8M
13.5M $527M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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