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Disclosery

Orbis Allan Gray Ltd: VALE position timeline

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

Orbis Allan Gray Ltd held 14,267,945 VALE 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 14,267,945 shares
    Change vs previous 13F -5,104,555 shares

    0.74% of the 13F portfolio, value $214,589,893.

    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 19,372,500 shares
    Change vs previous 13F +1,130,319 shares

    1.3% of the 13F portfolio, value $308,216,475.

    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 18,242,181 shares
    Change vs previous 13F +4,668,386 shares

    1% of the 13F portfolio, value $237,695,618.

    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 13,573,795 shares
    Change vs previous 13F -6,091,594 shares

    0.63% of the 13F portfolio, value $147,411,414.

    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 19,665,389 shares
    Change vs previous 13F -11,592,600 shares

    0.93% of the 13F portfolio, value $190,950,927.

    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 31,257,989 shares
    Change vs previous 13F +19,500,437 shares

    1.78% of the 13F portfolio, value $311,954,730.

    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 11,757,552 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $104,289,486.

    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).