Stock Taper 
ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Itaú Unibanco Holding S.A. | ITUB | 81.3M | $664.23M |
 QXO, Inc. | QXO | 73.95M | $1.28B |
 RXO, Inc. | RXO | 36.4M | $1B |
 CEMEX, S.A.B. de C.V. | CX | 28.3M | $339.66M |
 Bruker Corporation | BRKR | 17.94M | $1.08B |
 American Airlines Group Inc. | AAL | 16.14M | $291.64M |
 EQT Corporation | EQT | 15.71M | $835.09M |
 Cinemark Holdings, Inc. | CNK | 15.06M | $477.79M |
 Burford Capital Limited | BUR | 14.67M | $60.16M |
 Vale S.A. | VALE | 14.27M | $214.59M |
 GXO Logistics, Inc. | GXO | 13.42M | $680.64M |
 Kinder Morgan, Inc. | KMI | 11.8M | $377.18M |
 Genmab A/S | GMAB | 11.37M | $312.28M |
 Nu Holdings Ltd. | NU | 9.99M | $133.44M |
 Robert Half Inc. | RHI | 9.88M | $303.25M |
 HDFC Bank Limited | HDB | 9.45M | $244.01M |
 Shell plc | SHEL | 8.85M | $686.03M |
 British American Tobacco p.l.c. | BTI | 7.39M | $456.12M |
 Booking Holdings Inc. | BKNG | 7.19M | $1.28B |
 Dyne Therapeutics, Inc. | DYN | 7.01M | $155.62M |