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Free — 5 of 95

Data as of Q4 2025

All position changes for Orbis Allan Gray Ltd. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	QXO QXO INC	Decreased	85.5M	-1.2%	$1.6B	6.9%	0
2025-Q4	CPAY Corpay Inc	Increased	5M	+20.8%	$1.5B	6.3%	74
2025-Q4	UNH UnitedHealth Group Inc	Increased	2.6M	+30.5%	$852.1M	3.6%	74
2025-Q4	GOOGL Alphabet Inc	New	2.7M	—	$833.8M	3.5%	88
2025-Q4	ICLR ICON PLC	Increased	4.2M	+1.8%	$768M	3.2%	59
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