OAG
MICC

Orbis Allan Gray’s The Magnum Ice Cream Company N.V. MICC Stock Holding History

Orbis Allan Gray’s Portfolio MICC Stock Details MICC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.6M Buy
4,254,860
+3,807,246
+851% +$61.7M 0.27% 60
2025
Q4 		$7.09M Buy
+447,614
New +$7.02M 0.03% 87

Other funds holding MICC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Orbis Allan Gray increased its The Magnum Ice Cream Company N.V. (MICC) stake by 851% in Q1 2026, buying an estimated $61.7M and bringing the position to 4,254,860 shares worth $63.6M. The position accounts for 0.27% of the portfolio, ranked #60.

Orbis Allan Gray first reported a position in MICC in Q4 2025 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold MICC as of Q1 2026.

  • Orbis Allan Gray held 4,254,860 shares of The Magnum Ice Cream Company N.V. worth $63.6M as of Q1 2026.
  • Orbis Allan Gray bought 3,807,246 The Magnum Ice Cream Company N.V. shares in Q1 2026, an estimated $61.7M.
  • The Magnum Ice Cream Company N.V. made up 0.27% of Orbis Allan Gray's portfolio in Q1 2026, its #60 holding.
  • Orbis Allan Gray first reported a position in The Magnum Ice Cream Company N.V. in Q4 2025 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held The Magnum Ice Cream Company N.V. as of Q1 2026.

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