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Disclosery

Orbis Allan Gray Ltd: DIS position timeline

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

Orbis Allan Gray Ltd held 3,734,888 DIS 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 3,734,888 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $359,482,970.

    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 3,734,888 shares
    Change vs previous 13F +171,838 shares

    1.52% of the 13F portfolio, value $359,968,505.

    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 3,563,050 shares
    Change vs previous 13F -108,324 shares

    1.7% of the 13F portfolio, value $405,368,199.

    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 3,671,374 shares
    Change vs previous 13F +319,953 shares

    1.8% of the 13F portfolio, value $420,372,323.

    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 3,351,421 shares
    Change vs previous 13F -237,042 shares

    2.02% of the 13F portfolio, value $415,609,718.

    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 3,588,463 shares
    Change vs previous 13F +620,166 shares

    2.03% of the 13F portfolio, value $354,181,298.

    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 2,968,297 shares
    Change vs previous 13F +33,206 shares

    1.78% of the 13F portfolio, value $330,519,871.

    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).

  8. period ended2024-09-30
    13F 2,935,091 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $282,326,403.

    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).