Orbis Allan Gray’s Ryder R Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$160M	Buy	1,005,382 +134,423	+15%	+$21.4M	0.78%	39
2025 Q1	$125M	Buy	870,959 +7,429	+0.9%	+$1.07M	0.72%	37
2024 Q4	$135M	Buy	863,530 +605,373	+234%	+$95M	0.73%	33
2024 Q3	$37.6M	Buy	+258,157	New	+$37.6M	0.2%	58