OAG
Orbis Allan Gray’s GXO Logistics GXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642M | Sell |
13,173,596
-299,576
| -2% | -$14.6M | 3.12% | 9 |
|
|
2025
Q1 | $527M | Buy |
13,473,172
+818,353
| +6% | +$32M | 3.01% | 7 |
|
|
2024
Q4 | $550M | Sell |
12,654,819
-1,457,159
| -10% | -$63.4M | 2.96% | 11 |
|
|
2024
Q3 | $735M | Sell |
14,111,978
-16,328
| -0.1% | -$850K | 3.89% | 7 |
|
|
2024
Q2 | $713M | Sell |
14,128,306
-187,717
| -1% | -$9.48M | 4.44% | 5 |
|
|
2024
Q1 | $770M | Sell |
14,316,023
-676,733
| -5% | -$36.4M | 4.61% | 4 |
|
|
2023
Q4 | $917M | Sell |
14,992,756
-599,829
| -4% | -$36.7M | 5.76% | 2 |
|
|
2023
Q3 | $915M | Sell |
15,592,585
-160,865
| -1% | -$9.43M | 6.58% | 2 |
|
|
2023
Q2 | $990M | Sell |
15,753,450
-177,585
| -1% | -$11.2M | 7.08% | 2 |
|
|
2023
Q1 | $804M | Buy |
15,931,035
+882,851
| +6% | +$44.5M | 6.32% | 2 |
|
|
2022
Q4 | $642M | Buy |
15,048,184
+1,030,996
| +7% | +$44M | 5.1% | 2 |
|
|
2022
Q3 | $491M | Buy |
14,017,188
+2,986,285
| +27% | +$105M | 4.03% | 4 |
|
|
2022
Q2 | $477M | Buy |
11,030,903
+2,953,273
| +37% | +$128M | 3.84% | 9 |
|
|
2022
Q1 | $576M | Sell |
8,077,630
-1,482,493
| -16% | -$106M | 4.21% | 10 |
|
|
2021
Q4 | $868M | Sell |
9,560,123
-1,129,951
| -11% | -$103M | 6.43% | 2 |
|
|
2021
Q3 | $839M | Buy |
+10,690,074
| New | +$839M | 5.76% | 3 |
|