Question 1

How many shares of GFI does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 1.5M shares of GFI (GOLD FIELDS LTD).

Question 2

What is Orbis Allan Gray Ltd's GFI position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's GFI position is worth $49.5M.

Question 3

Is Orbis Allan Gray Ltd buying or selling GFI?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd increased their GFI position (+2.0% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy GFI?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in GFI in 2024-Q3. They have held the position across 18 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+2.0%	$49.5M	0.2%	$33.59	36
2026-Q1	Decreased	1.4M	-41.3%	$65.6M	0.3%	$51.21	0
2025-Q4	Decreased	2.5M	-7.8%	$107.5M	0.5%	$44.12	0
2025-Q3	Unchanged	2.7M	0.0%	$112M	0.5%	$41.44	0
2025-Q2	Decreased	2.7M	-23.6%	$63.2M	0.3%	$22.87	0
2025-Q1	Decreased	3.5M	-30.4%	$77.2M	0.4%	$21.91	0
2024-Q4	Decreased	5M	-7.8%	$66.3M	0.4%	$12.92	0
2024-Q3	Increased	5.4M	+8.8%	$83.6M	0.4%	$15.95	39