Question 1

Does Orbis Allan Gray own NCMI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Orbis Allan Gray holds 9,313,977 shares of NCMI (National Cinemedia), worth $35.4M.

Question 2

How many shares of NCMI does Orbis Allan Gray own?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray holds 9,313,977 shares of NCMI (National Cinemedia).

Question 3

What is Orbis Allan Gray's NCMI position worth?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray's NCMI position is worth $35.4M.

Question 4

Is Orbis Allan Gray buying or selling NCMI?

Accepted Answer

In Q2 2026, Orbis Allan Gray increased its NCMI position by 175,935 shares (+1.9%).

Question 5

When did Orbis Allan Gray first buy NCMI?

Accepted Answer

Orbis Allan Gray already held NCMI in its Q3 2023 13F, the earliest on record, and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	9.3M	+1.9%	$35.4M	0.1%	$3.80	35
2026-Q1	Decreased	9.1M	-4.0%	$27.9M	0.1%	$3.02	0
2025-Q4	Increased	9.5M	+79.5%	$37M	0.2%	$3.82	53
2025-Q3	Increased	5.3M	+26.4%	$23.9M	0.1%	$4.39	42
2025-Q2	New	4.2M	-	$20.3M	0.1%	$4.69	39
2023-Q4	Exited	0	-100.0%	$0	0.0%	$3.96	0
2023-Q3	New	155,503	-	$698,208	0.0%	$4.30	34

NCMI7 quarters

NCMI
7 quarters