Managed by Orbis Allan Gray Ltd • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $2.1B | 95.24M | 0.00% | — |
| 2 | ? N/A — | $1.7B | 107.35M | 0.00% | — |
| 3 | ? N/A — | $1.7B | 107.35M | 0.00% | — |
| 4 | ? N/A — | $1.6B | 84.18M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $1.6B |
| 85.01M |
| 0.00% |
| — |
| 6 | ? N/A — | $1.5B | 109.36M | 0.00% | — |
| 7 | N NBIS — | $1.4B | 12.79M | 0.00% | — |
| 8 | C CPAY — | $1.4B | 4.71M | 0.00% | — |
| 9 | C CPAY — | $1.4B | 4.45M | 0.00% | — |
| 10 | ? N/A — | $1.4B | 4.86M | 0.00% | — |
| 11 | C CPAY — | $1.3B | 3.87M | 0.00% | — |
| 12 | U UNH — | $1.3B | 2.23M | 0.00% | — |
| 13 | C CPAY — | $1.3B | 3.73M | 0.00% | — |
| 14 | C CPAY — | $1.3B | 4.09M | 0.00% | — |
| 15 | ? N/A — | $1.3B | 5.03M | 0.00% | — |
| 16 | C CPAY — | $1.3B | 3.78M | 0.00% | — |
| 17 | E ELV — | $1.2B | 2.85M | 0.00% | — |
| 18 | ? N/A — | $1.2B | 4.81M | 0.00% | — |
| 19 | U UNH — | $1.2B | 2.32M | 0.00% | — |
| 20 | C CPAY — | $1.1B | 3.99M | 0.00% | — |