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Disclosery

Orbis Allan Gray Ltd: MCS position timeline

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

Orbis Allan Gray Ltd held 2,189,129 MCS 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 2,189,129 shares
    Change vs previous 13F +226,544 shares

    0.18% of the 13F portfolio, value $51,356,967.

    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 1,962,585 shares
    Change vs previous 13F +871,196 shares

    0.14% of the 13F portfolio, value $33,697,585.

    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 ended2024-09-30
    13F 1,091,389 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $16,447,233.

    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).