OAG
LOMA

Orbis Allan Gray’s Loma Negra LOMA Stock Holding History

Orbis Allan Gray’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Buy
1,540,398
+489,153
+47% +$5.57M 0.06% 89
2026
Q1 		$11.7M Buy
+1,051,245
New +$11.7M 0.05% 87

Other funds holding LOMA

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

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

Orbis Allan Gray increased its Loma Negra (LOMA) stake by 47% in Q2 2026, buying an estimated $5.57M and bringing the position to 1,540,398 shares worth $17.6M. The position accounts for 0.06% of the portfolio, ranked #89.

Orbis Allan Gray first reported a position in LOMA in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold LOMA as of Q2 2026.

  • Orbis Allan Gray held 1,540,398 shares of Loma Negra worth $17.6M as of Q2 2026.
  • Orbis Allan Gray bought 489,153 Loma Negra shares in Q2 2026, an estimated $5.57M.
  • Loma Negra made up 0.06% of Orbis Allan Gray's portfolio in Q2 2026, its #89 holding.
  • Orbis Allan Gray first reported a position in Loma Negra in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Loma Negra as of Q2 2026.

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