| DAO |
Youdao, Inc. |
American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 |
22% |
$84,576,190 |
-$4,111,359 |
6,943,858 |
-4.6% |
Orbis Investment Management Limited |
31 Dec 2025 |
| RXO |
RXO, Inc. |
Common Stock, $0.01 Par Value |
20% |
$498,776,866 |
+$20,944,625 |
32,966,085 |
+4.4% |
Orbis Investment Management Limited |
31 Dec 2025 |
| CNK |
Cinemark Holdings, Inc |
Common Stock, $0.001 Par Value |
13% |
$336,885,138 |
+$19,538,137 |
14,992,663 |
+6.2% |
Orbis Investment Management Limited |
31 Dec 2025 |
| QXO |
QXO, Inc. |
Common stock, par value $0.00001 per share |
12% |
$1,968,213,433 |
-$19,420,901 |
84,183,637 |
-0.98% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| ASAIY |
Sendas Distributor S.A. |
Common Shares, and American Depositary Shares ("ADS") evidenced by American Depositary Receipts, each ADS representing 5 Common Shares |
12% |
$1,270,234,200 |
|
156,625,672 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2024 |
| GXO |
GXO Logistics, Inc. |
Common Stock, $0.01 Par Value |
11% |
$682,310,994 |
-$8,123,615 |
12,961,835 |
-1.2% |
Orbis Investment Management Limited |
31 Dec 2025 |
| NCMI |
National CineMedia, Inc. |
Common Stock, par value $0.01 per share |
10% |
$35,959,656 |
+$295,835 |
9,438,230 |
+0.83% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| BRKR |
Bruker Corp |
COMMON STOCK |
10% |
$570,071,954 |
+$42,010,112 |
15,197,866 |
+8% |
ORBIS INVESTMENT MANAGEMENT LTD |
28 Feb 2026 |
| PTLO |
Portillo's Inc. |
Class A Common Stock, $0.01 par value |
9.7% |
$34,836,233 |
+$777,577 |
6,953,340 |
+2.3% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| IMAX |
IMAX CORP |
Common Stock, no par value |
9.5% |
$189,675,061 |
-$3,332,388 |
5,131,901 |
-1.7% |
Orbis Investment Management Limited |
31 Dec 2025 |
| BUR |
Burford Capital Ltd |
Common Stock |
8.1% |
$171,025,611 |
+$28,667,615 |
17,741,246 |
+20% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| MCS |
Marcus Corp |
Common Stock |
8% |
$29,447,105 |
+$2,196,366 |
1,891,272 |
+8.1% |
Orbis Investment Management Limited |
31 Dec 2025 |
| FLT |
Corpay, Inc. |
Common Stock |
6.7% |
|
+$223,926,606 |
4,710,167 |
+18% |
Orbis Investment Management Limited |
31 Dec 2025 |
|
GENMAB A/S |
Common Stock |
6.6% |
|
|
4,229,662 |
+13% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| CRSP |
CRISPR Therapeutics AG |
Common Stock |
6.2% |
$328,168,338 |
+$53,099,226 |
5,934,328 |
+19% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| FBIN |
Fortune Brands Innovations, Inc. |
Common Stock |
6% |
$430,712,326 |
|
7,263,277 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| ICLR |
ICON PLC |
Common Stock |
5.5% |
$792,029,760 |
+$13,894,965 |
4,208,000 |
+1.8% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| TBBB |
BBB FOODS INC |
Common Stock |
5.3% |
$109,610,014 |
|
3,279,773 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| PRAX |
Praxis Precision Medicines, Inc. |
Common Stock, par value $0.0001 per share |
5% |
$361,304,682 |
|
1,252,573 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2025 |
| RUN |
Sunrun Inc. |
Common Stock, $0.0001 par value |
4.9% |
$80,507,621 |
|
10,894,130 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2024 |
| IBKR |
Interactive Brokers Group, Inc. |
Common Stock |
4.8% |
$906,513,980 |
|
5,277,180 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2024 |
| SYNA |
SYNAPTICS Inc |
Common Stock |
4.8% |
$125,559,655 |
-$25,584,607 |
1,833,523 |
-17% |
Orbis Investment Management Limited |
30 Jun 2025 |
| BORR |
Borr Drilling Ltd |
Common Stock, and Borr Drilling Limited USD 250,000,000 5.00 per cent. senior unsecured convertible bonds 2023/2028 |
3.9% |
|
|
9,751,003 |
-32% |
ORBIS INVESTMENT MANAGEMENT LTD |
31 Mar 2025 |
| RNR |
RENAISSANCERE HOLDINGS LTD |
Common Stock |
3.6% |
$423,074,380 |
-$270,067,671 |
1,748,169 |
-39% |
Orbis Investment Management Limited |
31 Mar 2025 |
| NBIS |
Nebius Group N.V. |
Class A Common Stock |
1.5% |
$351,646,794 |
-$996,639,806 |
3,335,358 |
-74% |
Orbis Investment Management Limited |
31 Dec 2025 |
| VAL |
Valaris Ltd |
Common Shares, $0.01 par value |
0% |
$0 |
|
0 |
|
ORBIS INVESTMENT MANAGEMENT LTD |
31 Dec 2024 |