Orbis Allan Gray’s Alta Mesa Resources Inc AMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-24,717,139
Closed -$3.61M 66
2019
Q2
$3.61M Hold
24,717,139
0.03% 45
2019
Q1
$6.56M Sell
24,717,139
-3,989,062
-14% -$3.02M 0.04% 42
2018
Q4
$28.7M Buy
28,706,201
+97,279
+0.3% +$246K 0.21% 39
2018
Q3
$120M Buy
28,608,922
+6,177,540
+28% +$33.9M 0.69% 29
2018
Q2
$153M Buy
22,431,382
+948,014
+4% +$6.85M 0.85% 27
2018
Q1
$172M Buy
+21,483,368
New +$175M 0.98% 27

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