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Disclosery

Orbis Allan Gray Ltd: SE position timeline

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

Orbis Allan Gray Ltd held 513,300 SE 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 513,300 shares
    Change vs previous 13F -1,330,862 shares

    0.17% of the 13F portfolio, value $49,189,539.

    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 1,844,162 shares
    Change vs previous 13F -871,693 shares

    0.64% of the 13F portfolio, value $152,715,055.

    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 2,715,855 shares
    Change vs previous 13F -389,911 shares

    1.45% of the 13F portfolio, value $346,461,622.

    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 3,105,766 shares
    Change vs previous 13F +2,088,232 shares

    2.38% of the 13F portfolio, value $555,093,557.

    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 1,017,534 shares
    Change vs previous 13F +188,576 shares

    0.79% of the 13F portfolio, value $162,744,388.

    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 828,958 shares
    Change vs previous 13F -177,586 shares

    0.62% of the 13F portfolio, value $108,170,729.

    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 1,006,544 shares
    Change vs previous 13F +392,022 shares

    0.57% of the 13F portfolio, value $106,794,318.

    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 614,522 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $57,937,134.

    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).