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Orbis Allan Gray’s Enbridge ENB Stock Holding History

Orbis Allan Gray’s Portfolio ENB Stock Details ENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235M Buy
4,342,664
+2,670,876
+160% +$146M 0.81% 43
2026
Q1 		$90.5M Buy
1,671,788
+231,889
+16% +$11.8M 0.38% 52
2025
Q4 		$68.9M Buy
1,439,899
+431,062
+43% +$20.6M 0.29% 61
2025
Q3 		$50.9M Buy
1,008,837
+45,075
+5% +$2.12M 0.22% 59
2025
Q2 		$43.7M Buy
963,762
+190,998
+25% +$8.66M 0.21% 58
2025
Q1 		$34.2M Buy
772,764
+182,790
+31% +$7.95M 0.2% 58
2024
Q4 		$25M Buy
+589,974
New +$24.7M 0.13% 66

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Orbis Allan Gray increased its Enbridge (ENB) stake by 160% in Q2 2026, buying an estimated $146M and bringing the position to 4,342,664 shares worth $235M. The position accounts for 0.81% of the portfolio, ranked #43.

Orbis Allan Gray first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. 1,522 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Orbis Allan Gray held 4,342,664 shares of Enbridge worth $235M as of Q2 2026.
  • Orbis Allan Gray bought 2,670,876 Enbridge shares in Q2 2026, an estimated $146M.
  • Enbridge made up 0.81% of Orbis Allan Gray's portfolio in Q2 2026, its #43 holding.
  • Orbis Allan Gray first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

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