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

As of 2026-Q2, Orbis Allan Gray Ltd holds 3.7M shares of DIS (WALT DISNEY CO/THE).

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

As of 2026-Q2, Orbis Allan Gray Ltd's DIS position is worth $359.5M.

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in DIS in 2024-Q3. They have held the position across 28 quarters.

Position history for Orbis Allan Gray Ltd's holdings in WALT DISNEY CO/THE

Current Value

$359.5M

Current Shares

3.7M

Total Value Change

+$77.2M

Total Shares Change

+799,797

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	3.7M	0.0%	$359.5M	1.2%	$96.25	0
2026-Q1	Increased	3.7M	+4.8%	$360M	1.5%	$103.30	51
2025-Q4	Decreased	3.6M	-3.0%	$405.4M	1.7%	$114.79	0
2025-Q3	Increased	3.7M	+9.6%	$420.4M	1.8%	$114.01	54
2025-Q2	Decreased	3.4M	-6.6%	$415.6M	2.0%	$121.52	0
2025-Q1	Increased	3.6M	+20.9%	$354.2M	2.0%	$97.00	64
2024-Q4	Increased	3M	+1.1%	$330.5M	1.8%	$109.59	49
2024-Q3	Increased	2.9M	+49.2%	$282.3M	1.5%	$94.54	67