Orbis Allan Gray’s Barrick Mining B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246M | Sell |
6,020,532
-661,668
| -10% | -$30.6M | 1.04% | 35 |
|
|
2025
Q4 | $291M | Buy |
6,682,200
+121,973
| +2% | +$4.58M | 1.22% | 34 |
|
|
2025
Q3 | $215M | Buy |
6,560,227
+257,593
| +4% | +$6.53M | 0.92% | 36 |
|
|
2025
Q2 | $131M | Buy |
6,302,634
+820,689
| +15% | +$16M | 0.64% | 43 |
|
|
2025
Q1 | $107M | Sell |
5,481,945
-101,229
| -2% | -$1.77M | 0.61% | 41 |
|
|
2024
Q4 | $86.5M | Buy |
5,583,174
+184,482
| +3% | +$3.36M | 0.47% | 41 |
|
|
2024
Q3 | $107M | Buy |
5,398,692
+572,605
| +12% | +$10.9M | 0.57% | 37 |
|
|
2024
Q2 | $80.5M | Buy |
4,826,087
+628,017
| +15% | +$10.7M | 0.5% | 39 |
|
|
2024
Q1 | $69.9M | Buy |
4,198,070
+323,636
| +8% | +$5.06M | 0.42% | 44 |
|
|
2023
Q4 | $70.1M | Buy |
3,874,434
+58,556
| +2% | +$961K | 0.44% | 41 |
|
|
2023
Q3 | $55.5M | Sell |
3,815,878
-951,747
| -20% | -$15.6M | 0.4% | 45 |
|
|
2023
Q2 | $80.7M | Buy |
4,767,625
+1,066,227
| +29% | +$19.4M | 0.58% | 39 |
|
|
2023
Q1 | $68.7M | Buy |
3,701,398
+53,151
| +1% | +$955K | 0.54% | 37 |
|
|
2022
Q4 | $62.7M | Sell |
3,648,247
-9,415,448
| -72% | -$150M | 0.5% | 42 |
|
|
2022
Q3 | $202M | Buy |
13,063,695
+9,296,881
| +247% | +$147M | 1.66% | 27 |
|
|
2022
Q2 | $66.6M | Buy |
3,766,814
+216,039
| +6% | +$4.69M | 0.54% | 37 |
|
|
2022
Q1 | $87.1M | Buy |
3,550,775
+929,606
| +35% | +$20M | 0.64% | 32 |
|
|
2021
Q4 | $49.8M | Buy |
2,621,169
+12,864
| +0.5% | +$244K | 0.37% | 36 |
|
|
2021
Q3 | $47.1M | Buy |
2,608,305
+246,921
| +10% | +$4.96M | 0.32% | 38 |
|
|
2021
Q2 | $48.8M | Buy |
2,361,384
+4,448
| +0.2% | +$100K | 0.31% | 33 |
|
|
2021
Q1 | $46.7M | Sell |
2,356,936
-30,272
| -1% | -$653K | 0.33% | 30 |
|
|
2020
Q4 | $54.4M | Buy |
2,387,208
+97,310
| +4% | +$2.47M | 0.39% | 27 |
|
|
2020
Q3 | $64.4M | Sell |
2,289,898
-325,458
| -12% | -$9.27M | 0.51% | 27 |
|
|
2020
Q2 | $70.5M | Sell |
2,615,356
-499,734
| -16% | -$12.5M | 0.53% | 28 |
|
|
2020
Q1 | $57.1M | Sell |
3,115,090
-980,879
| -24% | -$18.4M | 0.54% | 28 |
|
|
2019
Q4 | $76.1M | Buy |
4,095,969
+7,982
| +0.2% | +$137K | 0.53% | 30 |
|
|
2019
Q3 | $70.8M | Buy |
4,087,987
+796,966
| +24% | +$14.1M | 0.52% | 28 |
|
|
2019
Q2 | $51.9M | Sell |
3,291,021
-3,081
| -0.1% | -$40.9K | 0.37% | 29 |
|
|
2019
Q1 | $45.2M | Buy |
3,294,102
+301,811
| +10% | +$3.9M | 0.31% | 32 |
|
|
2018
Q4 | $40.5M | Buy |
2,992,291
+23,044
| +0.8% | +$298K | 0.29% | 36 |
|
|
2018
Q3 | $32.9M | Hold |
2,969,247
| – | – | 0.19% | 40 |
|
|
2018
Q2 | $39M | Buy |
2,969,247
+243,199
| +9% | +$3.19M | 0.22% | 43 |
|
|
2018
Q1 | $33.9M | Buy |
2,726,048
+356,014
| +15% | +$4.73M | 0.19% | 44 |
|
|
2017
Q4 | $34.3M | Buy |
2,370,034
+231,360
| +11% | +$3.41M | 0.2% | 42 |
|
|
2017
Q3 | $34.4M | Buy |
2,138,674
+144,845
| +7% | +$2.42M | 0.21% | 46 |
|
|
2017
Q2 | $31.7M | Buy |
1,993,829
+379,234
| +23% | +$6.49M | 0.2% | 45 |
|
|
2017
Q1 | $30.7M | Sell |
1,614,595
-96,863
| -6% | -$1.79M | 0.21% | 45 |
|
|
2016
Q4 | $27.3M | Sell |
1,711,458
-6,222,651
| -78% | -$98.7M | 0.2% | 48 |
|
|
2016
Q3 | $141M | Sell |
7,934,109
-21,336,255
| -73% | -$426M | 0.98% | 30 |
|
|
2016
Q2 | $625M | Sell |
29,270,364
-1,236,831
| -4% | -$22M | 4.76% | 6 |
|
|
2016
Q1 | $414M | Buy |
+30,507,195
| New | +$355M | 3.36% | 10 |
|
Other funds holding B
VCM
Orbis Allan Gray's B Position: Q1 2026 in Review
Orbis Allan Gray reduced its Barrick Mining (B) stake by 9.9% in Q1 2026, selling an estimated $30.6M and leaving 6,020,532 shares worth $246M. The position accounts for 1.04% of the portfolio, ranked #35.
Orbis Allan Gray first reported a position in B in Q1 2016 and has held it in 41 quarters since. The position peaked at $625M in Q2 2016. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.
- Orbis Allan Gray held 6,020,532 shares of Barrick Mining worth $246M as of Q1 2026.
- Orbis Allan Gray sold 661,668 Barrick Mining shares in Q1 2026, an estimated $30.6M.
- Barrick Mining made up 1.04% of Orbis Allan Gray's portfolio in Q1 2026, its #35 holding.
- Orbis Allan Gray first reported a position in Barrick Mining in Q1 2016 and has held it in 41 quarters since.
- Orbis Allan Gray's Barrick Mining position peaked at $625M in Q2 2016.
- 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.
Based on Orbis Allan Gray's 13F filing for Q1 2026, filed 15 May 2026.