OAG
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Orbis Allan Gray’s Cemex CX Stock Holding History

Orbis Allan Gray’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$182M Buy
26,300,519
+12,469,417
+90% +$86.4M 0.89% 33
2025
Q1 		$77.6M Buy
13,831,102
+7,416,743
+116% +$41.6M 0.44% 47
2024
Q4 		$36.2M Buy
+6,414,359
New +$36.2M 0.19% 58