Orbis Allan Gray Ltd

Q1 2025 13F Holdings

  • Location
    hamilton, D0
  • Num holdings

    78

  • Value ($000)

    $17,483,398

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001663865
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QXO
QXO

QXO INC

COM NEW
$1.48B
9 %

109,409,191

CPAY
CPAY

CORPAY INC

COM SHS
$1.30B
7 %

3,731,221

ELV
ELV

ELEVANCE HEALTH INC

COM
$1.24B
7 %

2,849,173

KMI
KMI

KINDER MORGAN INC DEL

COM
$626.64M
4 %

21,964,323

IBKR
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
$578.46M
3 %

3,493,357

---

RXO INC

COMMON STOCK
$577.44M
3 %

30,232,511

GXO
GXO

GXO LOGISTICS INCORPORATED

COMMON STOCK
$526.53M
3 %

13,473,172

BMTA
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
$497.32M
3 %

12,021,231

SHEL
SHEL

SHELL PLC

SPON ADS
$473.12M
3 %

6,456,363

---

SMURFIT WESTROCK PLC

SHS
$455.75M
3 %

10,114,213

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