HoldingsChannel.com
Orbis Allan Gray Ltd Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
NETEASE INC 10,350,740 -228,734 $2,647,408
     NTES10,350,740-228,734$2,647,408
ABBVIE INC 17,168,153 -642,029 $1,248,468
     ABBV17,168,153-642,029$1,248,468
XPO LOGISTICS INC 21,423,335 -1,585 $1,238,483
     XPO21,423,335-1,585$1,238,483
AUTOHOME INC 10,413,781 +619,359 $891,628
     ATHM10,413,781+619,359$891,628
CELGENE CORP 9,444,476 -4,452,234 $873,047
     CELG9,444,476-4,452,234$873,047
FACEBOOK INC 3,906,412 -553,353 $753,938
     FB3,906,412-553,353$753,938
ANTHEM INC 2,131,295 +175,707 $601,473
     ANTM2,131,295+175,707$601,473
ALPHABET INC 504,181 +125,440 $544,974
     GOOG504,181+125,440$544,974
VALE S A 35,192,054 -7,624,347 $472,981
     VALE35,192,054-7,624,347$472,981
S&P GLOBAL INC 2,035,811 +693,459 $463,737
     SPGI2,035,811+693,459$463,737
DOLLAR GEN CORP NEW 3,085,883 -817,942 $417,088
     DG3,085,883-817,942$417,088
APACHE CORP 13,114,954 -1,378,409 $379,940
     APA13,114,954-1,378,409$379,940
BERRY GLOBAL GROUP INC 6,483,943 +2,682,077 $340,991
     BERY6,483,943+2,682,077$340,991
ARCONIC INC 12,260,871 -8,386,181 $316,575
     ARNC12,260,871-8,386,181$316,575
ITAU UNIBANCO HLDG SA 32,518,976 +7,486,655 $306,329
     ITUB32,518,976+7,486,655$306,329
UNITEDHEALTH GROUP INC 1,247,903 +777,973 $304,501
     UNH1,247,903+777,973$304,501
WELLS FARGO CO NEW 4,949,238 -2,604,832 $234,198
     WFC4,949,238-2,604,832$234,198
TAIWAN SEMICONDUCTOR MFG LTD 5,656,251 -595,119 $221,556
     TSM5,656,251-595,119$221,556
SPDR GOLD TRUST (GLD) 1,613,839 +15,047 $214,963
     GLD1,613,839+15,047$214,963
GOLAR LNG LTD BERMUDA 10,307,287 +1,019,343 $190,479
     GLNG10,307,287+1,019,343$190,479
SCHLUMBERGER LTD 4,563,527 -5,243,819 $181,354
     SLB4,563,527-5,243,819$181,354
ROYAL DUTCH SHELL PLC      $157,614
     RDS.B2,397,537+40,235$157,614
ALCOA CORP 5,969,162 +1,200,786 $139,738
     AA5,969,162+1,200,786$139,738
BRITISH AMERN TOB PLC 3,952,316 +3,536,810 $137,817
     BTI3,952,316+3,536,810$137,817
PEABODY ENERGY CORP NEW 4,842,102 -2,646,761 $116,695
     BTU4,842,102-2,646,761$116,695
BP PLC 2,478,365 +93,559 $103,348
     BP2,478,365+93,559$103,348
EDISON INTL 892,452 +77,005 $60,160
     EIX892,452+77,005$60,160
ENSCO ROWAN PLC 6,186,902 -12,477,073 $52,774
     ESV6,186,902-12,477,073$52,774
BARRICK GOLD CORPORATION 3,291,021 +3,291,021 $51,900
     GOLD3,291,021+3,291,021$51,900
SOHU COM LTD 2,793,319 -81,210 $39,106
     SOHU2,793,319-81,210$39,106
TRANSOCEAN LTD 4,850,998 -8,357,064 $31,095
     RIG4,850,998-8,357,064$31,095
DIAMOND OFFSHORE DRILLING IN 3,337,386 +1,818,516 $29,603
     DO3,337,386+1,818,516$29,603
KOREA ELECTRIC PWR 1,724,911 +164,233 $19,147
     KEP1,724,911+164,233$19,147
CREDIT SUISSE GROUP 1,578,302 -4,983 $18,892
     CS1,578,302-4,983$18,892
COPA HOLDINGS SA 165,702 -924,880 $16,168
     CPA165,702-924,880$16,168
CALIFORNIA RES CORP 660,658 -235,611 $13,002
     CRC660,658-235,611$13,002
ING GROEP N V 727,153 -1,937 $8,413
     ING727,153-1,937$8,413
KB FINANCIAL GROUP INC 188,048 UNCH $7,424
     KB188,048UNCH$7,424
ALIBABA GROUP HLDG LTD 36,847 +36,847 $6,244
     BABA36,847+36,847$6,244
TEEKAY CORPORATION 1,533,018 UNCH $5,274
     TK1,533,018UNCH$5,274
CHUBB LIMITED 32,170 -4,050 $4,739
     CB32,170-4,050$4,739
BERKSHIRE HATHAWAY INC DEL      $3,783
     BRK.B17,745+5,963$3,783
FOMENTO ECONOMICO MEXICANO S 37,658 +11,382 $3,643
     FMX37,658+11,382$3,643
BANCOLOMBIA S A 71,174 UNCH $3,633
     CIB71,174UNCH$3,633
ALTA MESA RES INC 24,717,139 UNCH $3,607
     AMR24,717,139UNCH$3,607
CITIGROUP INC 35,484 -52,889 $2,485
     C35,484-52,889$2,485
DISNEY WALT CO 13,254 UNCH $1,851
     DIS13,254UNCH$1,851
NIKE INC 21,607 -1,192,268 $1,814
     NKE21,607-1,192,268$1,814
HUMANA INC 5,968 +5,968 $1,583
     HUM5,968+5,968$1,583
MOTOROLA SOLUTIONS INC 9,133 -3,728 $1,523
     MSI9,133-3,728$1,523

See Full List: All Stocks Held By Orbis Allan Gray Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Orbis Allan Gray Ltd

Size ($ in 1000's)
At 06/30/2019: $13,892,109
At 03/31/2019: $14,744,946

Combined Holding Report Includes:
Orbis Allan Gray Ltd
ORBIS INVESTMENT MANAGEMENT LTD
Orbis Investment Management U.S. L.P.

Orbis Allan Gray Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Orbis Allan Gray Ltd 13F filings. Link to 13F filings: SEC filings

Orbis Allan Gray Ltd Top Holdings 13F Filings | www.HoldingsChannel.com

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