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Disclosery

Orbis Allan Gray Ltd: NEM position timeline

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

Orbis Allan Gray Ltd held 5,544,346 NEM 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 5,544,346 shares
    Change vs previous 13F +373,671 shares

    1.78% of the 13F portfolio, value $517,841,916.

    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 5,170,675 shares
    Change vs previous 13F -1,152,094 shares

    2.36% of the 13F portfolio, value $559,725,569.

    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 6,322,769 shares
    Change vs previous 13F +684,897 shares

    2.65% of the 13F portfolio, value $631,328,485.

    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 5,637,872 shares
    Change vs previous 13F +628,351 shares

    2.04% of the 13F portfolio, value $475,328,988.

    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 5,009,521 shares
    Change vs previous 13F -663,162 shares

    1.42% of the 13F portfolio, value $291,854,694.

    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 5,672,683 shares
    Change vs previous 13F +92,387 shares

    1.57% of the 13F portfolio, value $273,877,135.

    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 5,580,296 shares
    Change vs previous 13F -3,619,762 shares

    1.12% of the 13F portfolio, value $207,698,617.

    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 9,200,058 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $491,743,100.

    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).