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Orbis Allan Gray’s Tenaris TS Stock Holding History

Orbis Allan Gray’s Portfolio TS Stock Details TS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-377,357
Closed -$14.8M – 89
2025
Q1 		$14.8M Sell
377,357
-649,403
-63% -$24.9M 0.08% 71
2024
Q4 		$38.8M Sell
1,026,760
-752,257
-42% -$26.7M 0.21% 57
2024
Q3 		$56.6M Sell
1,779,017
-5,581,059
-76% -$166M 0.3% 49
2024
Q2 		$225M Sell
7,360,076
-171,721
-2% -$5.95M 1.4% 27
2024
Q1 		$296M Sell
7,531,797
-16,499
-0.2% -$572K 1.77% 23
2023
Q4 		$262M Buy
7,548,296
+5,504,362
+269% +$185M 1.65% 25
2023
Q3 		$64.6M Buy
2,043,934
+242,998
+13% +$7.85M 0.46% 43
2023
Q2 		$53.9M Buy
1,800,936
+1,449,617
+413% +$40.3M 0.39% 46
2023
Q1 		$9.98M Buy
351,319
+118,866
+51% +$3.92M 0.08% 63
2022
Q4 		$8.17M Sell
232,453
-18,725
-7% -$599K 0.06% 66
2022
Q3 		$6.49M Buy
+251,178
New +$6.64M 0.05% 66
2017
Q1 		– Sell
-134,767
Closed -$4.81M – 74
2016
Q4 		$4.81M Buy
+134,767
New +$4.22M 0.03% 62

Other funds holding TS

WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Orbis Allan Gray's TS Position: Q2 2025 in Review

Orbis Allan Gray sold out of Tenaris (TS) in Q2 2025, closing a stake of 377,357 shares — an estimated $14.8M sold.

Orbis Allan Gray first reported a position in TS in Q4 2016 and held it in 12 quarters. The position peaked at $296M in Q1 2024. 221 funds tracked by Wall St. Rank hold TS as of Q2 2025.

  • Orbis Allan Gray reported no remaining Tenaris position as of Q2 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 377,357 Tenaris shares in Q2 2025, an estimated $14.8M.
  • Orbis Allan Gray first reported a position in Tenaris in Q4 2016 and held it in 12 quarters.
  • Orbis Allan Gray's Tenaris position peaked at $296M in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Tenaris as of Q2 2025.

Based on Orbis Allan Gray's 13F filing for Q2 2025, filed 14 Aug 2025.