Orbis Allan Gray LTD has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $14.8 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $955M, Interactive Brokers Group, Inc. with a value of $934M, Elevance Health, Inc. with a value of $801M, Rxo, Inc. with a value of $721M, and Renaissancere Holdings LTD with a value of $713M.
Examining the 13F form we can see an decrease of $765M in the current position value, from $15.5B to 14.8B.
Orbis Allan Gray LTD is based out at Hamilton, D0
Below you can find more details about Orbis Allan Gray LTD portfolio as well as his latest detailed transactions.
Portfolio value
$14.8 Billion
Communication Services: $2.52 Billion
Healthcare: $2.29 Billion
Financial Services: $2.04 Billion
Industrials: $1.86 Billion
Technology: $1.42 Billion
Energy: $1.22 Billion
Basic Materials: $846 Million
Consumer Cyclical: $650 Million
Other: $1.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
