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Disclosery

Orbis Allan Gray Ltd: NU position timeline

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

Orbis Allan Gray Ltd held 9,988,142 NU 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 9,988,142 shares
    Change vs previous 13F +4,505,575 shares

    0.46% of the 13F portfolio, value $133,441,578.

    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 5,482,567 shares
    Change vs previous 13F +1,558,863 shares

    0.33% of the 13F portfolio, value $78,784,487.

    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 3,923,704 shares
    Change vs previous 13F -23,372,828 shares

    0.28% of the 13F portfolio, value $65,682,805.

    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 27,296,532 shares
    Change vs previous 13F +8,425,942 shares

    1.88% of the 13F portfolio, value $437,017,477.

    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 18,870,590 shares
    Change vs previous 13F +4,147,660 shares

    1.26% of the 13F portfolio, value $258,904,494.

    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 14,722,930 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $150,762,803.

    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).