Orbis Allan Gray LTD Sells in Q1 2025

Orbis Allan Gray LTD

  • $13.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.22M
- 64.77%
$461.52 - $548.18 $564M - $670M
665K $348M
GOOGL
Alphabet Inc.

Communication Services
-2.25M
- 63.38%
$154.33 - $206.19 $348M - $464M
1.3M $201M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.79M
- 33.91%
$161.03 - $235.53 $289M - $422M
3.49M $578M
GPN
Global Payments Inc

Industrials
-2.49M
- 43.58%
$92.18 - $113.03 $229M - $281M
3.22M $316M
TXN
Texas Instruments Inc

Technology
-1.53M
- 90.86%
N/A
154K $30M
RNR
Renaissancere Holdings LTD

Financial Services
-1.12M
- 38.96%
$226.55 - $263.22 $253M - $294M
1.75M $420M
RXO
Rxo, Inc.
-12.4K
- 0.04%
$17.65 - $26.81 $218K - $331K
30.2M $577M
XPO
Xpo Logistics, Inc.

Industrials
-294K
- 9.84%
$106.12 - $148.16 $31.2M - $43.6M
2.7M $290M
CNK
Cinemark Holdings, Inc.

Communication Services
-1.16M
- 10.23%
$23.74 - $33.06 $27.4M - $38.2M
10.1M $252M
HDB
Hdfc Bank LTD

Financial Services
-1.07M
- 70.28%
$58.06 - $66.85 $61.9M - $71.3M
451K $30M
BIDU
Baidu, Inc.

Communication Services
-825K
- 20.31%
$77.43 - $102.51 $63.9M - $84.5M
3.24M $298M
MU
Micron Technology Inc

Technology
-485K
- 17.4%
$86.89 - $109.38 $42.1M - $53M
2.3M $200M
SYNA
Synaptics Inc

Technology
-67.9K
- 2.98%
$61.71 - $87.87 $4.19M - $5.96M
2.21M $141M
BORR
Borr Drilling LTD

Energy
-4.62M
- 37.76%
$2.13 - $4.06 $9.84M - $18.8M
7.62M $16.7M
GLBE
Global E Online Ltd.

Consumer Cyclical
-291K
- 39.64%
$35.65 - $62.84 $10.4M - $18.3M
444K $15.8M
TS
Tenaris Sa

Energy
-649K
- 63.25%
$35.73 - $40.28 $23.2M - $26.2M
377K $14.8M
HWM
Howmet Aerospace Inc.

Industrials
-149K
- 86.08%
$110.79 - $139.39 $16.5M - $20.8M
24.1K $3.13M
KB
Kb Financial Group Inc.

Financial Services
-45.2K
- 10.96%
$53.14 - $62.87 $2.4M - $2.84M
367K $19.9M
DAO
Youdao, Inc.

Consumer Defensive
-637K
- 7.1%
$6.44 - $11.1 $4.1M - $7.07M
8.34M $63.6M
INTC
Intel Corp

Technology
-177K
- 21.75%
$19.1 - $27.39 $3.38M - $4.85M
637K $14.5M
G
Genpact LTD

Technology
-302K
- 16.7%
$42.88 - $55.54 $13M - $16.8M
1.51M $75.9M
Nebius Group N.V.
-23.5K
- 0.15%
N/A
15.7M $0
Corpay Inc
-210K
- 5.32%
N/A
3.73M $0
ACGL
Arch Capital Group Ltd.

Financial Services
-34.3K
- 3.23%
$88.13 - $96.94 $3.02M - $3.33M
1.03M $99M
SE
Sea LTD

Consumer Cyclical
-178K
- 17.64%
$104.87 - $146.31 $18.6M - $26M
829K $108M
KMI
Kinder Morgan, Inc.

Energy
-703K
- 3.1%
$26.1 - $31.22 $18.3M - $21.9M
22M $627M
GFI
Gold Fields LTD

Basic Materials
-1.53M
- 30.44%
$13.84 - $22.09 $21.2M - $33.8M
3.49M $77.2M
NTES
Net Ease, Inc.

Communication Services
-367K
- 9.1%
$87.72 - $109.14 $32.2M - $40.1M
3.66M $377M
GOLD
Barrick Gold Corp

Basic Materials
-101K
- 1.81%
$15.45 - $19.56 $1.56M - $1.98M
5.48M $107M
GLD
Spdr Gold Trust

ETFs
-19.5K
- 2.0%
$243.19 - $288.14 $4.73M - $5.61M
952K $274M
SHEL
Shell PLC

Energy
-206K
- 3.09%
$62.84 - $73.29 $13M - $15.1M
6.46M $473M
FNV
Franco Nevada Corp

Basic Materials
-21.6K
- 1.11%
$120.72 - $157.56 $2.6M - $3.4M
1.92M $302M
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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