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

Orbis Allan Gray Ltd holds 3.7M shares of DIS (DISNEY WALT CO), worth $360M as of 2026-Q1. The position was increased (+4.8% shares). DIS represents 1.5% of Orbis Allan Gray Ltd's portfolio.

Current Value

$360M

Current Shares

3.7M

Total Value Change

+$164.7M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.7M
+4.8%
$360M1.5%$103.30
51
2025-Q4
Decreased
3.6M
-3.0%
$405.4M1.7%$114.79
0
2025-Q3
Increased
3.7M
+9.6%
$420.4M1.8%$114.01
54
2025-Q2
Decreased
3.4M
-6.6%
$415.6M2.0%$121.52
0
2025-Q1
Increased
3.6M
+20.9%
$354.2M2.0%$97.00
64
2024-Q4
Increased
3M
+1.1%
$330.5M1.8%$109.59
49
2024-Q3
Increased
2.9M
+49.2%
$282.3M1.5%$94.54
67
2024-Q2
Increased
2M
+5.6%
$195.3M1.2%$97.32
51

Other major holders of DIS: VANGUARD GROUP INC, BlackRock, Inc.

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