OAG
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Orbis Allan Gray’s FirstService FSV Stock Holding History

Orbis Allan Gray’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$551M Buy
3,968,227
+1,983,550
+100% +$302M 2.33% 15
2025
Q4 		$309M Buy
1,984,677
+530,489
+36% +$86.3M 1.29% 31
2025
Q3 		$277M Buy
1,454,188
+30,318
+2% +$5.87M 1.19% 35
2025
Q2 		$249M Buy
1,423,870
+6,680
+0.5% +$1.16M 1.21% 27
2025
Q1 		$235M Buy
1,417,190
+224,125
+19% +$39.3M 1.35% 30
2024
Q4 		$216M Buy
1,193,065
+710,810
+147% +$133M 1.16% 30
2024
Q3 		$88M Buy
482,255
+211,504
+78% +$36.4M 0.47% 39
2024
Q2 		$41.3M Buy
270,751
+62,773
+30% +$9.48M 0.26% 52
2024
Q1 		$34.5M Buy
207,978
+60,343
+41% +$9.96M 0.21% 55
2023
Q4 		$23.9M Buy
147,635
+21,949
+17% +$3.32M 0.15% 61
2023
Q3 		$18.3M Buy
+125,686
New +$19.2M 0.13% 65

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Orbis Allan Gray's FSV Position: Q1 2026 in Review

Orbis Allan Gray increased its FirstService (FSV) stake by 100% in Q1 2026, buying an estimated $302M and bringing the position to 3,968,227 shares worth $551M. The position accounts for 2.33% of the portfolio, ranked #15.

Orbis Allan Gray first reported a position in FSV in Q3 2023 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Orbis Allan Gray held 3,968,227 shares of FirstService worth $551M as of Q1 2026.
  • Orbis Allan Gray bought 1,983,550 FirstService shares in Q1 2026, an estimated $302M.
  • FirstService made up 2.33% of Orbis Allan Gray's portfolio in Q1 2026, its #15 holding.
  • Orbis Allan Gray first reported a position in FirstService in Q3 2023 and has held it in 11 quarters since.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Orbis Allan Gray's 13F filing for Q1 2026, filed 15 May 2026.