ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | B | 6.56M | $214.98M |
 | NEM | 5.64M | $475.33M |
 | NCMI | 5.31M | $23.93M |
 | IMAX | 5.24M | $171.67M |
 | CRSP | 4.98M | $322.89M |
 | BTU | 4.96M | $131.54M |
 | NTES | 4.16M | $631.90M |
 | ICLR | 4.14M | $724.29M |
 | CPAY | 4.13M | $1.19B |
 | WLK | 3.91M | $301.64M |
 | DIS | 3.67M | $420.37M |
 | INSM | 3.25M | $468.16M |
 | XPO | 3.15M | $407.64M |
 | SE | 3.11M | $555.09M |
 | NAVI | 3.02M | $39.76M |
 | GFI | 2.67M | $112.02M |
 | MU | 2.17M | $362.51M |
 | STE | 2.13M | $526.88M |
 | UNH | 1.98M | $682.80M |
 | ALNY | 1.95M | $889.64M |
Barrick Mining Corporation
B
Shares Held
6.56M
Value
$214.98M
Newmont Corporation
NEM
Shares Held
5.64M
Value
$475.33M
National CineMedia, Inc.
NCMI
Shares Held
5.31M
Value
$23.93M
IMAX Corporation
IMAX
Shares Held
5.24M
Value
$171.67M
CRISPR Therapeutics AG
CRSP
Shares Held
4.98M
Value
$322.89M
Peabody Energy Corporation
BTU
Shares Held
4.96M
Value
$131.54M
NetEase, Inc.
NTES
Shares Held
4.16M
Value
$631.90M
ICON Public Limited Company
ICLR
Shares Held
4.14M
Value
$724.29M
Corpay, Inc.
CPAY
Shares Held
4.13M
Value
$1.19B
Westlake Corporation
WLK
Shares Held
3.91M
Value
$301.64M
The Walt Disney Company
DIS
Shares Held
3.67M
Value
$420.37M
Insmed Incorporated
INSM
Shares Held
3.25M
Value
$468.16M
XPO Logistics, Inc.
XPO
Shares Held
3.15M
Value
$407.64M
Sea Limited
SE
Shares Held
3.11M
Value
$555.09M
Navient Corporation
NAVI
Shares Held
3.02M
Value
$39.76M
Gold Fields Limited
GFI
Shares Held
2.67M
Value
$112.02M
Micron Technology, Inc.
MU
Shares Held
2.17M
Value
$362.51M
STERIS plc
STE
Shares Held
2.13M
Value
$526.88M
UnitedHealth Group Incorporated
UNH
Shares Held
1.98M
Value
$682.80M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
1.95M
Value
$889.64M