Orbis Allan Gray Ltd: XPO position timeline

Orbis Allan Gray Ltd held 3,402,819 XPO 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 3,402,819 shares

   Change vs previous 13F -6,273 shares

   2.4% of the 13F portfolio, value $698,564,713.

   13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,409,092 shares

   Change vs previous 13F -243,497 shares

   2.8% of the 13F portfolio, value $663,238,848.

   13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,652,589 shares

   Change vs previous 13F +499,220 shares

   2.08% of the 13F portfolio, value $496,423,371.

   13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,153,369 shares

   Change vs previous 13F +3,317 shares

   1.75% of the 13F portfolio, value $407,636,011.

   13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,150,052 shares

   Change vs previous 13F +452,891 shares

   1.93% of the 13F portfolio, value $397,820,067.

   13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,697,161 shares

   Change vs previous 13F -294,230 shares

   1.66% of the 13F portfolio, value $290,160,580.

   13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,991,391 shares

   Change vs previous 13F -850,008 shares

   2.11% of the 13F portfolio, value $392,320,930.

   13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,841,399 shares

   Change vs previous 13F not available

   2.19% of the 13F portfolio, value $412,988,806.

   13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).