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Disclosery

Orbis Allan Gray Ltd: NCMI position timeline

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

Orbis Allan Gray Ltd held 9,313,977 NCMI 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 9,313,977 shares
    Change vs previous 13F +175,935 shares

    0.12% of the 13F portfolio, value $35,393,113.

    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 9,138,042 shares
    Change vs previous 13F -385,847 shares

    0.12% of the 13F portfolio, value $27,871,028.

    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 9,523,889 shares
    Change vs previous 13F +4,218,288 shares

    0.16% of the 13F portfolio, value $37,047,929.

    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 5,305,601 shares
    Change vs previous 13F +1,107,918 shares

    0.1% of the 13F portfolio, value $23,928,261.

    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 4,197,683 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $20,337,774.

    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).