Question 1

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

Accepted Answer

Orbis Allan Gray Ltd previously held 0 shares of TS (TENARIS SA-ADR) before exiting the position in 2025-Q2.

Question 2

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

Accepted Answer

Orbis Allan Gray Ltd's TS position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is Orbis Allan Gray Ltd buying or selling TS?

Accepted Answer

In 2025-Q2, Orbis Allan Gray Ltd exited their TS position entirely (-100.0% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy TS?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in TS in 2022-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$36.91	0
2025-Q1	Decreased	377,357	-63.3%	$14.8M	0.1%	$37.82	0
2024-Q4	Decreased	1M	-42.3%	$38.8M	0.2%	$36.37	0
2024-Q3	Decreased	1.8M	-75.8%	$56.6M	0.3%	$30.09	0
2024-Q2	Decreased	7.4M	-2.3%	$224.6M	1.4%	$29.09	0
2024-Q1	Decreased	7.5M	-0.2%	$295.8M	1.8%	$36.58	0
2023-Q4	Increased	7.5M	+269.3%	$262.4M	1.6%	$32.38	78
2023-Q3	Increased	2M	+13.5%	$64.6M	0.5%	$29.09	40
2023-Q2	Increased	1.8M	+412.6%	$53.9M	0.4%	$27.05	57
2023-Q1	Increased	351,319	+51.1%	$10M	0.1%	$25.50	38
2022-Q4	Decreased	232,453	-7.5%	$8.2M	0.1%	$31.55	0
2022-Q3	New	251,178	-	$6.5M	0.1%	$23.22	38

TS12 quarters

TS
12 quarters