Orbis Allan Gray’s Ryder R Stock Holding History

Orbis Allan Gray’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.1M	Sell	307,335 -404,379	-57%	-$98.8M	0.28%	59
2026 Q1	$146M	Sell	711,714 -262,906	-27%	-$53.2M	0.61%	47
2025 Q4	$187M	Buy	974,620 +504,404	+107%	+$90.6M	0.78%	41
2025 Q3	$88.7M	Sell	470,216 -535,166	-53%	-$96.5M	0.38%	50
2025 Q2	$160M	Buy	1,005,382 +134,423	+15%	+$19.8M	0.78%	39
2025 Q1	$125M	Buy	870,959 +7,429	+0.9%	+$1.16M	0.72%	37
2024 Q4	$135M	Buy	863,530 +605,373	+234%	+$94.6M	0.73%	33
2024 Q3	$37.6M	Buy	+258,157	New	+$35M	0.2%	58

Other funds holding R

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Orbis Allan Gray reduced its Ryder (R) stake by 57% in Q2 2026, selling an estimated $98.8M and leaving 307,335 shares worth $81.1M. The position accounts for 0.28% of the portfolio, ranked #59.

Orbis Allan Gray first reported a position in R in Q3 2024 and has held it in 8 quarters since. The position peaked at $187M in Q4 2025. 578 funds tracked by Wall St. Rank hold R as of Q2 2026.

Orbis Allan Gray held 307,335 shares of Ryder worth $81.1M as of Q2 2026.
Orbis Allan Gray sold 404,379 Ryder shares in Q2 2026, an estimated $98.8M.
Ryder made up 0.28% of Orbis Allan Gray's portfolio in Q2 2026, its #59 holding.
Orbis Allan Gray first reported a position in Ryder in Q3 2024 and has held it in 8 quarters since.
Orbis Allan Gray's Ryder position peaked at $187M in Q4 2025.
578 funds tracked by Wall St. Rank held Ryder as of Q2 2026.

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