Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

NEMNEM
11 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in NEWMONT CORP

Yes. Orbis Allan Gray holds 5,544,346 shares of NEM (Newmont), worth $517.8M, as of its Q2 2026 13F filing. It increased the position by 373,671 shares (+7.2%) from Q1 2026. Orbis Allan Gray has held NEM since Q4 2023, across 11 quarterly 13F filings. NEM is 1.8% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$517.8M

Current Shares

5.5M

Total Value Change

+$516.3M

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.5M
+7.2%
$517.8M1.8%$93.21
53
2026-Q1
Decreased
5.2M
-18.2%
$559.7M2.4%$107.77
0
2025-Q4
Increased
6.3M
+12.2%
$631.3M2.6%$99.21
61
2025-Q3
Increased
5.6M
+12.5%
$475.3M2.0%$83.53
60
2025-Q2
Decreased
5M
-11.7%
$291.9M1.4%$57.53
0
2025-Q1
Increased
5.7M
+1.7%
$273.9M1.6%$47.45
49
2024-Q4
Decreased
5.6M
-39.3%
$207.7M1.1%$36.36
0
2024-Q3
Increased
9.2M
+55.9%
$491.7M2.6%$51.91
76
2024-Q2
Increased
5.9M
+1311.5%
$247.1M1.5%$40.47
78
2024-Q1
Increased
418,035
+1025.9%
$15M0.1%$34.43
45
2023-Q4
New
37,130
-
$1.5M0.0%$39.45
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used