ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 86.49M | $1.65B |
 | ITUB | 83.33M | $611.62M |
 | CX | 34.91M | $313.82M |
 | RXO | 32.57M | $500.98M |
 | NU | 27.30M | $437.02M |
 | AES | 25.93M | $341.29M |
 | SW | 18.95M | $806.65M |
 | KMI | 14.88M | $421.38M |
 | BRKR | 14.15M | $459.59M |
 | VALE | 13.57M | $147.41M |
 | GXO | 13.39M | $708.08M |
 | CNK | 11.49M | $322.06M |
 | GMAB | 11.08M | $339.76M |
 | VIPS | 9.59M | $188.30M |
 | IBKR | 9.54M | $656.71M |
 | BTI | 9.52M | $505.38M |
 | BUR | 9.19M | $109.93M |
 | DAO | 7.28M | $72.38M |
 | PDD | 6.94M | $917.57M |
 | PTLO | 6.84M | $44.12M |
QXO Inc
QXO
Shares Held
86.49M
Value
$1.65B
Itaú Unibanco Holding S.A.
ITUB
Shares Held
83.33M
Value
$611.62M
CEMEX, S.A.B. de C.V.
CX
Shares Held
34.91M
Value
$313.82M
RXO, Inc.
RXO
Shares Held
32.57M
Value
$500.98M
Nu Holdings Ltd.
NU
Shares Held
27.30M
Value
$437.02M
The AES Corporation
AES
Shares Held
25.93M
Value
$341.29M
Smurfit Westrock Plc
SW
Shares Held
18.95M
Value
$806.65M
Kinder Morgan, Inc.
KMI
Shares Held
14.88M
Value
$421.38M
Bruker Corporation
BRKR
Shares Held
14.15M
Value
$459.59M
Vale S.A.
VALE
Shares Held
13.57M
Value
$147.41M
GXO Logistics, Inc.
GXO
Shares Held
13.39M
Value
$708.08M
Cinemark Holdings, Inc.
CNK
Shares Held
11.49M
Value
$322.06M
Genmab A/S
GMAB
Shares Held
11.08M
Value
$339.76M
Vipshop Holdings Limited
VIPS
Shares Held
9.59M
Value
$188.30M
Interactive Brokers Group, Inc.
IBKR
Shares Held
9.54M
Value
$656.71M
British American Tobacco p.l.c.
BTI
Shares Held
9.52M
Value
$505.38M
Burford Capital Limited
BUR
Shares Held
9.19M
Value
$109.93M
Youdao, Inc.
DAO
Shares Held
7.28M
Value
$72.38M
PDD Holdings Inc.
PDD
Shares Held
6.94M
Value
$917.57M
Portillo's Inc.
PTLO
Shares Held
6.84M
Value
$44.12M