ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 85.48M | $1.65B |
 | ITUB | 81.68M | $584.85M |
 | CX | 36.13M | $415.17M |
 | RXO | 34.68M | $438.33M |
 | AES | 21.32M | $305.69M |
 | VALE | 18.24M | $237.70M |
 | CNK | 15.06M | $349.95M |
 | BRKR | 14.91M | $702.26M |
 | GMAB | 14.42M | $444.09M |
 | SW | 13.96M | $539.71M |
 | GXO | 13.42M | $706.68M |
 | BUR | 12.05M | $107.50M |
 | VIPS | 10.81M | $191.32M |
 | KMI | 10.55M | $290.03M |
 | NCMI | 9.52M | $37.05M |
 | BTI | 9.30M | $526.62M |
 | IBKR | 9.27M | $596.39M |
 | PTLO | 6.99M | $31.76M |
 | DAO | 6.94M | $69.99M |
 | B | 6.68M | $291.01M |
QXO, Inc.
QXO
Shares Held
85.48M
Value
$1.65B
Itaú Unibanco Holding S.A.
ITUB
Shares Held
81.68M
Value
$584.85M
CEMEX, S.A.B. de C.V.
CX
Shares Held
36.13M
Value
$415.17M
RXO, Inc.
RXO
Shares Held
34.68M
Value
$438.33M
The AES Corporation
AES
Shares Held
21.32M
Value
$305.69M
Vale S.A.
VALE
Shares Held
18.24M
Value
$237.70M
Cinemark Holdings, Inc.
CNK
Shares Held
15.06M
Value
$349.95M
Bruker Corporation
BRKR
Shares Held
14.91M
Value
$702.26M
Genmab A/S
GMAB
Shares Held
14.42M
Value
$444.09M
Smurfit Westrock Plc
SW
Shares Held
13.96M
Value
$539.71M
GXO Logistics, Inc.
GXO
Shares Held
13.42M
Value
$706.68M
Burford Capital Limited
BUR
Shares Held
12.05M
Value
$107.50M
Vipshop Holdings Limited
VIPS
Shares Held
10.81M
Value
$191.32M
Kinder Morgan, Inc.
KMI
Shares Held
10.55M
Value
$290.03M
National CineMedia, Inc.
NCMI
Shares Held
9.52M
Value
$37.05M
British American Tobacco p.l.c.
BTI
Shares Held
9.30M
Value
$526.62M
Interactive Brokers Group, Inc.
IBKR
Shares Held
9.27M
Value
$596.39M
Portillo's Inc.
PTLO
Shares Held
6.99M
Value
$31.76M
Youdao, Inc.
DAO
Shares Held
6.94M
Value
$69.99M
Barrick Mining Corporation
B
Shares Held
6.68M
Value
$291.01M