OAG
MCS icon

Orbis Allan Gray’s Marcus Corp MCS Stock Holding History

Orbis Allan Gray’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.4M Buy
2,189,129
+226,544
+12% +$4.46M 0.18% 72
2026
Q1 		$33.7M Buy
1,962,585
+46,820
+2% +$748K 0.14% 78
2025
Q4 		$29.7M Buy
1,915,765
+141,064
+8% +$2.1M 0.12% 76
2025
Q3 		$27.5M Buy
1,774,701
+399,580
+29% +$6.41M 0.12% 70
2025
Q2 		$23.2M Buy
1,375,121
+114,556
+9% +$1.93M 0.11% 67
2025
Q1 		$21M Buy
1,260,565
+64,482
+5% +$1.25M 0.12% 66
2024
Q4 		$25.7M Buy
1,196,083
+104,694
+10% +$2.08M 0.14% 65
2024
Q3 		$16.4M Buy
1,091,389
+319,679
+41% +$4.21M 0.09% 70
2024
Q2 		$8.77M Buy
771,710
+192,335
+33% +$2.29M 0.05% 73
2024
Q1 		$8.26M Sell
579,375
-201,656
-26% -$2.85M 0.05% 69
2023
Q4 		$11.4M Sell
781,031
-106,753
-12% -$1.6M 0.07% 66
2023
Q3 		$13.8M Hold
887,784
– – 0.1% 68
2023
Q2 		$13.2M Buy
887,784
+797,774
+886% +$12.9M 0.09% 67
2023
Q1 		$1.44M Buy
+90,010
New +$1.38M 0.01% 69

Other funds holding MCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Orbis Allan Gray increased its Marcus Corp (MCS) stake by 12% in Q2 2026, buying an estimated $4.46M and bringing the position to 2,189,129 shares worth $51.4M. The position accounts for 0.18% of the portfolio, ranked #72.

Orbis Allan Gray first reported a position in MCS in Q1 2023 and has held it in 14 quarters since. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Orbis Allan Gray held 2,189,129 shares of Marcus Corp worth $51.4M as of Q2 2026.
  • Orbis Allan Gray bought 226,544 Marcus Corp shares in Q2 2026, an estimated $4.46M.
  • Marcus Corp made up 0.18% of Orbis Allan Gray's portfolio in Q2 2026, its #72 holding.
  • Orbis Allan Gray first reported a position in Marcus Corp in Q1 2023 and has held it in 14 quarters since.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

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