Question 1

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

Accepted Answer

As of 2026-Q1, Orbis Allan Gray Ltd holds 365,003 shares of AU (ANGLOGOLD ASHANTI PLC).

Question 2

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

Accepted Answer

As of 2026-Q1, Orbis Allan Gray Ltd's AU position is worth $35.5M.

Question 3

Is Orbis Allan Gray Ltd buying or selling AU?

Accepted Answer

In 2026-Q1, Orbis Allan Gray Ltd decreased their AU position (-14.7% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy AU?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in AU in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	365,003	-14.7%	$35.5M	0.1%	$114.92	0
2025-Q4	Unchanged	427,891	0.0%	$36.5M	0.2%	$86.38	0
2025-Q3	Unchanged	427,891	0.0%	$30.1M	0.1%	$68.58	0
2025-Q2	Decreased	427,891	-27.9%	$19.5M	0.1%	$42.80	0
2025-Q1	Unchanged	593,705	0.0%	$22M	0.1%	$35.97	0
2024-Q4	New	593,705	—	$13.7M	0.1%	$21.79	39