OAG
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Orbis Allan Gray’s Sea Limited SE Stock Holding History

Orbis Allan Gray’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$163M Buy
1,017,534
+188,576
+23% +$30.2M 0.79% 37
2025
Q1 		$108M Sell
828,958
-177,586
-18% -$23.2M 0.62% 40
2024
Q4 		$107M Buy
1,006,544
+392,022
+64% +$41.6M 0.57% 35
2024
Q3 		$57.9M Buy
+614,522
New +$57.9M 0.31% 48