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Orbis Allan Gray’s CNX Resources CNX Stock Holding History

Orbis Allan Gray’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.1M Buy
886,386
+543,081
+158% +$19.6M 0.1% 80
2026
Q1 		$13.2M Buy
+343,305
New +$13.4M 0.06% 86

Other funds holding CNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Orbis Allan Gray increased its CNX Resources (CNX) stake by 158% in Q2 2026, buying an estimated $19.6M and bringing the position to 886,386 shares worth $30.1M. The position accounts for 0.1% of the portfolio, ranked #80.

Orbis Allan Gray first reported a position in CNX in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold CNX as of Q2 2026.

  • Orbis Allan Gray held 886,386 shares of CNX Resources worth $30.1M as of Q2 2026.
  • Orbis Allan Gray bought 543,081 CNX Resources shares in Q2 2026, an estimated $19.6M.
  • CNX Resources made up 0.1% of Orbis Allan Gray's portfolio in Q2 2026, its #80 holding.
  • Orbis Allan Gray first reported a position in CNX Resources in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held CNX Resources as of Q2 2026.

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