OAG
Orbis Allan Gray’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292M | Sell |
5,009,521
-663,162
| -12% | -$38.6M | 1.42% | 23 |
|
|
2025
Q1 | $274M | Buy |
5,672,683
+92,387
| +2% | +$4.46M | 1.57% | 28 |
|
|
2024
Q4 | $208M | Sell |
5,580,296
-3,619,762
| -39% | -$135M | 1.12% | 31 |
|
|
2024
Q3 | $492M | Buy |
9,200,058
+3,299,396
| +56% | +$176M | 2.6% | 10 |
|
|
2024
Q2 | $247M | Buy |
5,900,662
+5,482,627
| +1,312% | +$230M | 1.54% | 25 |
|
|
2024
Q1 | $15M | Buy |
418,035
+380,905
| +1,026% | +$13.7M | 0.09% | 67 |
|
|
2023
Q4 | $1.54M | Buy |
+37,130
| New | +$1.54M | 0.01% | 71 |
|
|
2016
Q3 | – | Sell |
-1,345,108
| Closed | -$52.6M | – | 82 |
|
|
2016
Q2 | $52.6M | Sell |
1,345,108
-1,922,066
| -59% | -$75.2M | 0.4% | 41 |
|
|
2016
Q1 | $86.8M | Buy |
+3,267,174
| New | +$86.8M | 0.7% | 30 |
|