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Disclosery

Orbis Allan Gray Ltd: QXO position timeline

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

Orbis Allan Gray Ltd held 73,951,325 QXO 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 73,951,325 shares
    Change vs previous 13F 0 shares

    4.39% of the 13F portfolio, value $1,277,878,896.

    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 73,951,325 shares
    Change vs previous 13F -11,533,149 shares

    6.06% of the 13F portfolio, value $1,436,134,731.

    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 85,484,474 shares
    Change vs previous 13F -1,008,512 shares

    6.91% of the 13F portfolio, value $1,648,995,504.

    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 86,492,986 shares
    Change vs previous 13F -9,796,563 shares

    7.08% of the 13F portfolio, value $1,648,556,314.

    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 96,289,549 shares
    Change vs previous 13F -13,119,642 shares

    10.08% of the 13F portfolio, value $2,074,076,886.

    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 109,409,191 shares
    Change vs previous 13F 0 shares

    8.47% of the 13F portfolio, value $1,481,400,446.

    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 109,409,191 shares
    Change vs previous 13F 0 shares

    9.36% of the 13F portfolio, value $1,739,606,137.

    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 109,409,191 shares
    Change vs previous 13F not available

    9.14% of the 13F portfolio, value $1,725,382,942.

    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).