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Disclosery

Orbis Allan Gray Ltd: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on DEO, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 4,777,636 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,777,636 shares
    Change vs previous 13F +1,077,542 shares

    1.32% of the 13F portfolio, value $384,026,382.

    13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,700,094 shares
    Change vs previous 13F +1,962,748 shares

    1.16% of the 13F portfolio, value $275,471,998.

    13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,737,346 shares
    Change vs previous 13F +191,216 shares

    0.63% of the 13F portfolio, value $149,880,839.

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,546,130 shares
    Change vs previous 13F +388,139 shares

    0.63% of the 13F portfolio, value $147,547,186.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,157,991 shares
    Change vs previous 13F +813,973 shares

    0.57% of the 13F portfolio, value $116,771,812.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 344,018 shares
    Change vs previous 13F +344,018 shares

    0.21% of the 13F portfolio, value $36,049,646.

    13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,980,951 shares

    13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,980,951 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $278,006,663.

    13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).