Orbis Allan Gray Ltd: MSI position timeline

Orbis Allan Gray Ltd held 2,389,623 MSI 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 2,389,623 shares

   Change vs previous 13F +519,686 shares

   3.41% of the 13F portfolio, value $992,386,536.

   13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,869,937 shares

   Change vs previous 13F +586,872 shares

   3.42% of the 13F portfolio, value $811,496,561.

   13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,283,065 shares

   Change vs previous 13F +627,066 shares

   2.06% of the 13F portfolio, value $491,824,476.

   13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 655,999 shares

   Change vs previous 13F +480,436 shares

   1.29% of the 13F portfolio, value $299,981,783.

   13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 175,563 shares

   Change vs previous 13F -560,530 shares

   0.36% of the 13F portfolio, value $73,817,219.

   13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 736,093 shares

   Change vs previous 13F +11,531 shares

   1.84% of the 13F portfolio, value $322,268,876.

   13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 724,562 shares

   Change vs previous 13F -85,667 shares

   1.8% of the 13F portfolio, value $334,914,293.

   13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 810,229 shares

   Change vs previous 13F not available

   1.93% of the 13F portfolio, value $364,303,265.

   13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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