Orbis Allan Gray LTD Reduced Holdings in Q2 2025

Orbis Allan Gray LTD

  • $15.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSI
Motorola Solutions, Inc.

Technology
-561K
- 76.15%
$394.72 - $440.39 $221M - $247M
176K $73.8M
RNR
Renaissancere Holdings LTD

Financial Services
-757K
- 43.28%
$220.37 - $253.95 $167M - $192M
991K $241M
VALE
Vale S.A.

Basic Materials
-11.6M
- 37.09%
$8.26 - $10.1 $95.8M - $117M
19.7M $191M
FNV
Franco Nevada Corp

Basic Materials
-507K
- 26.41%
$143.04 - $178.17 $72.5M - $90.3M
1.41M $231M
G
Genpact LTD

Technology
-1.15M
- 76.12%
$40.65 - $50.56 $46.6M - $58M
360K $15.8M
MCHP
Microchip Technology Inc

Technology
-2.99M
- 39.22%
$35.34 - $71.6 $106M - $214M
4.64M $327M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-2.13M
- 30.45%
$12.29 - $15.47 $26.2M - $33M
4.87M $73.4M
GLD
Spdr Gold Trust

ETFs
-141K
- 14.86%
$273.71 - $316.29 $38.7M - $44.7M
810K $247M
SYNA
Synaptics Inc

Technology
-374K
- 16.93%
$42.92 - $66.11 $16M - $24.7M
1.83M $119M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11.7K
- 27.63%
$4164.15 - $5789.24 $48.5M - $67.5M
30.5K $177M
GFI
Gold Fields LTD

Basic Materials
-825K
- 23.61%
$19.94 - $25.71 $16.5M - $21.2M
2.67M $63.2M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-303K
- 22.81%
$70.56 - $92.75 $21.3M - $28.1M
1.02M $91.9M
MSFT
Microsoft Corp

Technology
-31.6K
- 33.28%
$354.56 - $497.45 $11.2M - $15.7M
63.3K $31.5M
CRC
California Resources Corp

Energy
-77.4K
- 6.45%
$32.4 - $47.27 $2.51M - $3.66M
1.12M $51.2M
Qxo Inc
-13.1M
- 11.99%
N/A
96.3M $0
Anglogold Ashanti PLC
-166K
- 27.93%
N/A
428K $0
DAO
Youdao, Inc.

Consumer Defensive
-842K
- 10.1%
$6.54 - $9.62 $5.51M - $8.1M
7.5M $64.5M
HDB
Hdfc Bank LTD

Financial Services
-31.6K
- 7.01%
$63.78 - $77.48 $2.02M - $2.45M
419K $32.2M
NEM
Newmont Corp

Basic Materials
-663K
- 11.69%
$44.18 - $59.46 $29.3M - $39.4M
5.01M $292M
CNK
Cinemark Holdings, Inc.

Communication Services
-44.1K
- 0.43%
$24.54 - $33.77 $1.08M - $1.49M
10.1M $305M
DIS
Walt Disney CO

Communication Services
-237K
- 6.61%
$81.72 - $124.01 $19.4M - $29.4M
3.35M $416M
NTES
Net Ease, Inc.

Communication Services
-158K
- 4.3%
$91.37 - $134.58 $14.4M - $21.2M
3.51M $472M
GXO
Gxo Logistics, Inc.

Industrials
-300K
- 2.22%
$31.53 - $49.1 $9.45M - $14.7M
13.2M $642M
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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