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Disclosery

Orbis Allan Gray Ltd: RXO position timeline

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

Orbis Allan Gray Ltd held 36,397,974 RXO 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 36,397,974 shares
    Change vs previous 13F 0 shares

    3.45% of the 13F portfolio, value $1,004,220,102.

    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 36,397,974 shares
    Change vs previous 13F +1,720,219 shares

    2.24% of the 13F portfolio, value $532,138,379.

    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 34,677,755 shares
    Change vs previous 13F +2,104,597 shares

    1.84% of the 13F portfolio, value $438,326,823.

    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 32,573,158 shares
    Change vs previous 13F +1,197,937 shares

    2.15% of the 13F portfolio, value $500,975,170.

    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 31,375,221 shares
    Change vs previous 13F +1,142,710 shares

    2.4% of the 13F portfolio, value $493,218,475.

    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 30,232,511 shares
    Change vs previous 13F -12,350 shares

    3.3% of the 13F portfolio, value $577,440,961.

    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 30,244,861 shares
    Change vs previous 13F +1,683,631 shares

    3.88% of the 13F portfolio, value $721,037,487.

    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 28,561,230 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $799,714,440.

    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).