ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 73.95M | $1.44B |
 | ITUB | 69.27M | $580.48M |
 | CX | 37.14M | $424.91M |
 | RXO | 36.40M | $532.14M |
 | VALE | 19.37M | $308.22M |
 | BRKR | 17.94M | $648.00M |
 | CNK | 15.06M | $429.45M |
 | SW | 13.78M | $548.94M |
 | GXO | 13.42M | $696.08M |
 | BUR | 13.02M | $58.85M |
 | GMAB | 12.93M | $346.79M |
 | AES | 12.25M | $172.57M |
 | EQT | 12.11M | $770.85M |
 | KMI | 11.31M | $379.17M |
 | NCMI | 9.14M | $27.87M |
 | NBIS | 8.31M | $862.74M |
 | BTI | 7.71M | $450.57M |
 | RHI | 7.55M | $191.66M |
 | PTLO | 7.07M | $37.39M |
 | DYN | 6.76M | $122.60M |
QXO, Inc.
QXO
Shares Held
73.95M
Value
$1.44B
Itaú Unibanco Holding S.A.
ITUB
Shares Held
69.27M
Value
$580.48M
CEMEX, S.A.B. de C.V.
CX
Shares Held
37.14M
Value
$424.91M
RXO, Inc.
RXO
Shares Held
36.40M
Value
$532.14M
Vale S.A.
VALE
Shares Held
19.37M
Value
$308.22M
Bruker Corporation
BRKR
Shares Held
17.94M
Value
$648.00M
Cinemark Holdings, Inc.
CNK
Shares Held
15.06M
Value
$429.45M
Smurfit Westrock Plc
SW
Shares Held
13.78M
Value
$548.94M
GXO Logistics, Inc.
GXO
Shares Held
13.42M
Value
$696.08M
Burford Capital Limited
BUR
Shares Held
13.02M
Value
$58.85M
Genmab A/S
GMAB
Shares Held
12.93M
Value
$346.79M
The AES Corporation
AES
Shares Held
12.25M
Value
$172.57M
EQT Corporation
EQT
Shares Held
12.11M
Value
$770.85M
Kinder Morgan, Inc.
KMI
Shares Held
11.31M
Value
$379.17M
National CineMedia, Inc.
NCMI
Shares Held
9.14M
Value
$27.87M
Nebius Group N.V.
NBIS
Shares Held
8.31M
Value
$862.74M
British American Tobacco p.l.c.
BTI
Shares Held
7.71M
Value
$450.57M
Robert Half International Inc.
RHI
Shares Held
7.55M
Value
$191.66M
Portillo's Inc.
PTLO
Shares Held
7.07M
Value
$37.39M
Dyne Therapeutics, Inc.
DYN
Shares Held
6.76M
Value
$122.60M