Orbis Allan Gray Ltd

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
RXO, Inc.
RXO
$373.98M14.5517.1M+0.11%+$413,911.622.25
GXO Logistics, Inc.
GXO
$769.63M11.9914.32M-4.51%-$36.38M4.63
Cinemark Holdings, Inc.
CNK
$234.63M10.6713.06M+6.02%+$13.32M1.41
Valaris Limited
VAL
$434.78M7.985.78M+0.26%+$1.12M2.61
Portillo's Inc.
PTLO
$76.63M7.385.4M+3.43%+$2.54M0.46
Corpay, Inc.
CPAY
$1.4B6.464.54MNew+$1.4B8.41
Sunrun Inc.
RUN
$187.57M6.4214.23M+0.13%+$250,156.401.13
Synaptics Incorporated
SYNA
$222.36M5.772.28M-3.79%-$8.76M1.34
RenaissanceRe Holdings Ltd.
RNR
$558.34M4.492.38M+4.51%+$24.1M3.36
Noble Corporation
NE
$304.78M4.46.29M+11.62%+$31.73M1.83
XPO Logistics, Inc.
XPO
$524.4M3.694.3M-23.95%-$165.16M3.15
The AES Corporation
AES
$415.33M3.2623.16M+3.32%+$13.36M2.5
Borr Drilling Limited
BORR
$57.56M3.188.4M0%+$00.35
Golar LNG Limited
GLNG
$73.45M2.923.05M-41.37%-$51.83M0.44
Burford Capital Limited
BUR
$94.31M2.695.91M+7.77%+$6.8M0.57
Sendas Distribuidora S.A.
ASAI
$100.26M2.516.78M0%+$00.6
Global Payments Inc.
GPN
$757.32M2.225.67M-21.21%-$203.9M4.55
Westlake Corporation
WLK
$414.77M2.112.71M-3.99%-$17.24M2.49
Interactive Brokers Group, Inc.
IBKR
$796.46M1.697.13M-8.23%-$71.4M4.79
Tenaris S.A.
TS
$295.77M1.37.53M-0.22%-$647,915.731.78
Howmet Aerospace Inc.
HWM
$340.14M1.224.97M-22.8%-$100.48M2.04
California Resources Corporation
CRC
$43.26M1.15785,0930%+$00.26
Vipshop Holdings Limited
VIPS
$102.07M1.146.17M+25.74%+$20.89M0.61
Constellation Energy Corporation
CEG
$573.15M0.983.1M-49.59%-$563.7M3.44
MasTec, Inc.
MTZ
$70.99M0.96761,331-16.61%-$14.15M0.43
British American Tobacco p.l.c.
BTI
$385.39M0.5712.64M+58.96%+$142.95M2.32
Motorola Solutions, Inc.
MSI
$335.59M0.57945,388-2.94%-$10.16M2.02
Wheaton Precious Metals Corp.
WPM
$90.63M0.421.92M-18.69%-$20.83M0.55
Franco-Nevada Corporation
FNV
$95.44M0.42800,924New+$95.44M0.57
Gold Fields Limited
GFI
$58.72M0.413.7M+1.3%+$754,584.320.35
Elevance Health Inc.
ELV
$497.36M0.41959,154+6.38%+$29.84M2.99
Micron Technology, Inc.
MU
$492.3M0.384.18M-35.64%-$272.62M2.96
Kinder Morgan, Inc.
KMI
$145.69M0.367.94M-0.4%-$578,865.420.88
Shell plc
SHEL
$691.97M0.3310.32M+20.25%+$116.51M4.16
Intel Corporation
INTC
$554.84M0.312.56M-21.23%-$149.55M3.33
Diageo plc
DEO
$229.21M0.281.54MNew+$229.21M1.38
NetEase, Inc.
NTES
$160.5M0.241.55M+0.68%+$1.08M0.96
Barrick Gold Corporation
GOLD
$69.86M0.244.2M+8.35%+$5.39M0.42
The Progressive Corporation
PGR
$287.66M0.241.39M-28.72%-$115.92M1.73
Church & Dwight Co., Inc.
CHD
$57.12M0.22547,577-0.29%-$166,374.450.34
Airbnb, Inc.
ABNB
$217.82M0.211.32M0%+$01.31
UnitedHealth Group Incorporated
UNH
$896.33M0.21.81M+52.84%+$309.89M5.39
Booking Holdings Inc.
BKNG
$205.08M0.1756,529-6.54%-$14.36M1.23
Texas Instruments Incorporated
TXN
$246.96M0.161.42M+1,320.27%+$229.57M1.48
Arch Capital Group Ltd.
ACGL
$50.3M0.15544,1220%+$00.3
The Walt Disney Company
DIS
$227.97M0.11.86M-7.53%-$18.57M1.37
Marriott International, Inc.
MAR
$51.85M0.07205,513-19.4%-$12.48M0.31
Alphabet Inc.
GOOGL
$373.41M0.022.47M+1,148.35%+$343.49M2.24
Alphabet Inc.
GOOG
$329.27M0.022.16M+0.23%+$749,423.721.98
SPDR Gold Shares
GLD
$225.34M<0.011.1M+13.09%+$26.08M1.35