Position history for Orbis Allan Gray Ltd's holdings in DIAGEO P L C
Orbis Allan Gray Ltd holds 1.7M shares of DEO (DIAGEO P L C), worth $149.9M as of 2025-Q4. The position was increased (++12.4% shares). DEO represents 0.6% of Orbis Allan Gray Ltd's portfolio.
Current Value
$149.9M
Current Shares
1.7M
Total Value Change
-$84.1M
Total Shares Change
-118,480
Other major holders of DEO: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.7M |
+12.4% |
| $149.9M |
| 0.6% |
| $86.60 |
48 |
| 2025-Q3 | Increased | 1.5M | +33.5% | $147.5M | 0.6% | $92.58 | 55 |
| 2025-Q2 | Increased | 1.2M | +236.6% | $116.8M | 0.6% | $97.88 | 68 |
| 2025-Q1 | New | 344,018 | - | $36M | 0.2% | $102.69 | 48 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $121.62 | 0 |
| 2024-Q3 | Increased | 2M | +6.7% | $278M | 1.5% | $135.13 | 52 |
| 2024-Q2 | Increased | 1.9M | +20.4% | $234M | 1.5% | $118.75 | 58 |