Stock Taper 
ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 California Resources Corp | CRC | 2.42M | $128.06M |
 NVIDIA Corporation | NVDA | 2.45M | $490.32M |
 STERIS plc | STE | 2.68M | $563.85M |
 The Magnum Ice Cream Company N.V. | MICC | 3.11M | $54.19M |
 XPO Logistics, Inc. | XPO | 3.4M | $698.56M |
 NetEase, Inc. | NTES | 3.5M | $448.94M |
 Vipshop Holdings Limited | VIPS | 3.59M | $47.67M |
 The Walt Disney Company | DIS | 3.73M | $359.48M |
 Genius Sports Limited | GENI | 3.77M | $22.83M |
 FirstService Corporation | FSV | 4.04M | $574.73M |
 Portillo's Inc. | PTLO | 4.17M | $19.77M |
 Enbridge Inc. | ENB | 4.34M | $235.42M |
 Antero Resources Corporation | AR | 4.55M | $159.79M |
 Diageo plc | DEO | 4.78M | $384.03M |
 IMAX Corporation | IMAX | 5.15M | $205.26M |
 PDD Holdings Inc. | PDD | 5.35M | $408.37M |
 Brown & Brown, Inc. | BRO | 5.37M | $344.55M |
 Corpay, Inc. | CPAY | 5.41M | $1.8B |
 CRISPR Therapeutics AG | CRSP | 5.45M | $297.2M |
 Newmont Corporation | NEM | 5.54M | $517.84M |