ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EDU | 597K | $31.71M |
 | CLBT | 516K | $9.57M |
 | INTC | 496K | $16.63M |
 | R | 470K | $88.70M |
 | ON | 463K | $22.84M |
 | AU | 428K | $30.09M |
 | MCHP | 372K | $23.88M |
 | KB | 364K | $30.19M |
 | NKE | 339K | $23.62M |
 | BWXT | 332K | $61.26M |
 | MAR | 310K | $80.64M |
 | GNRC | 308K | $51.54M |
 | SRRK | 302K | $11.26M |
 | MTZ | 227K | $48.27M |
 | G | 215K | $8.99M |
 | BAH | 203K | $20.27M |
 | KBR | 163K | $7.70M |
 | BCC | 106K | $8.17M |
 | EME | 60K | $38.72M |
 | MSFT | 48K | $24.80M |
New Oriental Education & Technology Group Inc.
EDU
Shares Held
597K
Value
$31.71M
Cellebrite DI Ltd.
CLBT
Shares Held
516K
Value
$9.57M
Intel Corporation
INTC
Shares Held
496K
Value
$16.63M
Ryder System, Inc.
R
Shares Held
470K
Value
$88.70M
ON Semiconductor Corporation
ON
Shares Held
463K
Value
$22.84M
AngloGold Ashanti Plc
AU
Shares Held
428K
Value
$30.09M
Microchip Technology Incorporated
MCHP
Shares Held
372K
Value
$23.88M
KB Financial Group Inc.
KB
Shares Held
364K
Value
$30.19M
NIKE, Inc.
NKE
Shares Held
339K
Value
$23.62M
BWX Technologies, Inc.
BWXT
Shares Held
332K
Value
$61.26M
Marriott International, Inc.
MAR
Shares Held
310K
Value
$80.64M
Generac Holdings Inc.
GNRC
Shares Held
308K
Value
$51.54M
Scholar Rock Holding Corporation
SRRK
Shares Held
302K
Value
$11.26M
MasTec, Inc.
MTZ
Shares Held
227K
Value
$48.27M
Genpact Limited
G
Shares Held
215K
Value
$8.99M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
203K
Value
$20.27M
KBR, Inc.
KBR
Shares Held
163K
Value
$7.70M
Boise Cascade Company
BCC
Shares Held
106K
Value
$8.17M
EMCOR Group, Inc.
EME
Shares Held
60K
Value
$38.72M
Microsoft Corporation
MSFT
Shares Held
48K
Value
$24.80M