Orbis Allan Gray’s National CineMedia NCMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3M Buy
+4,197,683
New +$20.3M 0.1% 68
2023
Q4
Sell
-155,503
Closed -$698K 75
2023
Q3
$698K Buy
+155,503
New +$698K 0.01% 75