HoldingsChannel.com
Orbis Allan Gray Ltd Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NETEASE INC 6,696,431 -1,652,309 $2,149,286
     NTES6,696,431-1,652,309$2,149,286
ABBVIE INC 13,540,050 -2,558,246 $1,031,616
     ABBV13,540,050-2,558,246$1,031,616
XPO LOGISTICS INC 17,854,496 -880,927 $870,406
     XPO17,854,496-880,927$870,406
ANTHEM INC 3,122,181 +824,385 $708,860
     ANTM3,122,181+824,385$708,860
AUTOHOME INC 7,954,934 -1,023,592 $564,959
     ATHM7,954,934-1,023,592$564,959
UNITEDHEALTH GROUP INC 2,262,963 +395,736 $564,337
     UNH2,262,963+395,736$564,337
FACEBOOK INC 3,108,986 -181,934 $518,579
     FB3,108,986-181,934$518,579
BRITISH AMERN TOB PLC 14,951,932 +4,157,462 $511,207
     BTI14,951,932+4,157,462$511,207
HOWMET AEROSPACE INC 25,234,740 +25,234,740 $405,270
     HWM25,234,740+25,234,740$405,270
COMCAST CORP NEW 11,680,387 +11,579,529 $401,572
     CMCSA11,680,387+11,579,529$401,572
VALE S A 33,684,234 +306,735 $279,242
     VALE33,684,234+306,735$279,242
ALPHABET INC 215,922 -300,885 $251,077
     GOOG215,922-300,885$251,077
ALIBABA GROUP HLDG LTD 1,024,620 +1,024,620 $199,268
     BABA1,024,620+1,024,620$199,268
SPDR GOLD TRUST (GLD) 1,341,939 -271,725 $198,674
     GLD1,341,939-271,725$198,674
TAIWAN SEMICONDUCTOR MFG LTD 3,836,907 -1,241,494 $183,366
     TSM3,836,907-1,241,494$183,366
YOUDAO INC 7,955,377 +7,805,736 $167,381
     DAO7,955,377+7,805,736$167,381
DISNEY WALT CO 1,521,973 +1,507,385 $147,023
     DIS1,521,973+1,507,385$147,023
FOMENTO ECONOMICO MEXICANO S 2,424,647 +474,756 $146,716
     FMX2,424,647+474,756$146,716
ITAU UNIBANCO HLDG S A 31,525,196 -2,036,286 $141,548
     ITUB31,525,196-2,036,286$141,548
BERRY GLOBAL GROUP INC 3,666,602 -359,265 $123,602
     BERY3,666,602-359,265$123,602
SENSATA TECHNOLOGIES HLDNG P 3,899,355 -15,124 $112,809
     ST3,899,355-15,124$112,809
ALTRIA GROUP INC 2,514,758 -66,915 $97,245
     MO2,514,758-66,915$97,245
GOLAR LNG LTD 11,174,486 +94,583 $88,055
     GLNG11,174,486+94,583$88,055
ROYAL DUTCH SHELL PLC      $85,540
     RDS.B2,619,100+107,897$85,540
BP PLC 2,866,586 +86,723 $69,916
     BP2,866,586+86,723$69,916
APACHE CORP 15,912,946 UNCH $66,517
     APA15,912,946UNCH$66,517
ALCOA CORP 10,340,973 +2,398,489 $63,700
     AA10,340,973+2,398,489$63,700
BARRICK GOLD CORPORATION 3,115,090 -980,879 $57,069
     GOLD3,115,090-980,879$57,069
HONDA MOTOR LTD 2,142,502 +1,200,839 $48,121
     HMC2,142,502+1,200,839$48,121
SCHLUMBERGER LTD 2,819,610 +388,519 $38,037
     SLB2,819,610+388,519$38,037
UNITED AIRLS HLDGS INC 1,103,252 +1,103,252 $34,808
     UAL1,103,252+1,103,252$34,808
BRISTOL MYERS SQUIBB CO      $21,060
     RIGHT 99 99 99995,504,000-10,627$20,915
     BMY2,608-5,479,261$145
WHEATON PRECIOUS METALS CORP 603,378 +76,110 $18,359
     WPM603,378+76,110$18,359
RYANAIR HOLDINGS PLC 303,102 -875,460 $16,092
     RYAAY303,102-875,460$16,092
CREDIT SUISSE GROUP 1,979,322 +401,020 $16,013
     CS1,979,322+401,020$16,013
TOYOTA MOTOR CORP 124,670 UNCH $14,954
     TM124,670UNCH$14,954
KOREA ELECTRIC PWR 1,724,911 UNCH $13,023
     KEP1,724,911UNCH$13,023
SOHU COM LTD 2,014,241 -433,875 $12,549
     SOHU2,014,241-433,875$12,549
ING GROEP N.V. 2,009,013 +309,111 $10,346
     ING2,009,013+309,111$10,346
KB FINL GROUP INC 321,311 +136,730 $8,736
     KB321,311+136,730$8,736
VECTOR GROUP LTD 797,030 +276,488 $7,508
     VGR797,030+276,488$7,508
DELTA AIR LINES INC DEL 185,348 +185,348 $5,288
     DAL185,348+185,348$5,288
DIAMOND OFFSHORE DRILLING IN 2,424,107 UNCH $4,436
     DO2,424,107UNCH$4,436
BERKSHIRE HATHAWAY INC DEL      $4,398
     BRK.B24,056-3,857$4,398
DOLLAR GEN CORP NEW 22,754 -1,673,902 $3,436
     DG22,754-1,673,902$3,436
INGREDION INC 40,462 UNCH $3,055
     INGR40,462UNCH$3,055
CHUBB LIMITED 26,331 -5,839 $2,941
     CB26,331-5,839$2,941
HUMANA INC 9,107 UNCH $2,860
     HUM9,107UNCH$2,860
CARMAX INC 38,741 +23,444 $2,085
     KMX38,741+23,444$2,085
TEEKAY CORPORATION 589,337 -943,681 $1,862
     TK589,337-943,681$1,862

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 03/31/2020: $10,504,386
At 12/31/2019: $14,323,837

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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