OAG
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Orbis Allan Gray’s Antero Midstream AM Stock Holding History

Orbis Allan Gray’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.1M Buy
2,420,433
+158,002
+7% +$3.43M 0.19% 68
2026
Q1 		$51.6M Buy
2,262,431
+852,427
+60% +$17.6M 0.22% 65
2025
Q4 		$25.1M Buy
+1,410,004
New +$25.4M 0.11% 81

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orbis Allan Gray's AM Position: Q2 2026 in Review

Orbis Allan Gray increased its Antero Midstream (AM) stake by 7% in Q2 2026, buying an estimated $3.43M and bringing the position to 2,420,433 shares worth $55.1M. The position accounts for 0.19% of the portfolio, ranked #68.

Orbis Allan Gray first reported a position in AM in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Orbis Allan Gray held 2,420,433 shares of Antero Midstream worth $55.1M as of Q2 2026.
  • Orbis Allan Gray bought 158,002 Antero Midstream shares in Q2 2026, an estimated $3.43M.
  • Antero Midstream made up 0.19% of Orbis Allan Gray's portfolio in Q2 2026, its #68 holding.
  • Orbis Allan Gray first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.