Profiles >> Orbis Investment Management LP >> 13Fs >> 2020-09-30

Orbis Investment Management LP

Last Updated: 3/2/2021

Orbis Investment Management LP is a Limited Partnership that started in 1989 and is primarily owned and controlled by Allan Gray. To see a profile of the company, click here.

Below is the 13F Filing for Orbis Investment Management LP for Report Period 2020-09-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2020-09-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ABBVIE INC COM 00287Y109 801920 9155385 SH DFND 9155385 0 0
ABBVIE INC COM 00287Y109 8782 100259 SH DFND 100259 0 0
ABBVIE INC COM 00287Y109 1361 15543 SH DFND 15543 0 0
AES CORP COM 00130H105 3192 176274 SH DFND 176274 0 0
AES CORP COM 00130H105 67 3711 SH DFND 3711 0 0
ALCOA CORP COM 013872106 127473 10960698 SH DFND 10960698 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 397 1352 SH DFND 1352 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 429729 1461763 SH DFND 1461763 0 0
ALPHABET INC CAP STK CL C 02079K107 5955 4052 SH DFND 4052 0 0
ALPHABET INC CAP STK CL C 02079K107 194102 132078 SH DFND 132078 0 0
ALPHABET INC CAP STK CL C 02079K107 172 117 SH DFND 117 0 0
ALTRIA GROUP INC COM 02209S103 324 8389 SH DFND 8389 0 0
ALTRIA GROUP INC COM 02209S103 9823 254213 SH DFND 254213 0 0
AMBEV SA SPONSORED ADR 02319V103 46474 20563689 SH DFND 20563689 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 361 76700 SH DFND 76700 0 0
ANTHEM INC COM 036752103 7701 28672 SH DFND 28672 0 0
ANTHEM INC COM 036752103 486 1810 SH DFND 1810 0 0
ANTHEM INC COM 036752103 923812 3439489 SH DFND 3439489 0 0
APACHE CORP COM 037411105 145278 15340819 SH DFND 15340819 0 0
APACHE CORP COM 037411105 1617 170703 SH DFND 170703 0 0
ARCONIC CORPORATION COM 03966V107 4034 211765 SH DFND 211765 0 0
ARCONIC CORPORATION COM 03966V107 147 7693 SH DFND 7693 0 0
ARCONIC CORPORATION COM 03966V107 263036 13807660 SH DFND 13807660 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 629337 6555596 SH DFND 6555596 0 0
BARRICK GOLD CORP COM 067901108 63949 2274962 SH DFND 2274962 0 0
BARRICK GOLD CORP COM 067901108 420 14936 SH DFND 14936 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6426 30179 SH DFND 30179 0 0
BORR DRILLING LTD SHS G1466R207 3 5850 SH DFND 5850 0 0
BORR DRILLING LTD SHS G1466R207 1276 2320766 SH DFND 2320766 0 0
BOSTON BEER INC CL A 100557107 79651 90168 SH DFND 90168 0 0
BP PLC SPONSORED ADR 055622104 46780 2679258 SH DFND 2679258 0 0
BP PLC SPONSORED ADR 055622104 203 11643 SH DFND 11643 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 273 121479 SH DFND 121479 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 687907 19029229 SH DFND 19029229 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 327 9046 SH DFND 9046 0 0
CAPITAL ONE FINL CORP COM 14040H105 992 13801 SH DFND 13801 0 0
CARMAX INC COM 143130102 3234 35189 SH DFND 35189 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 4102 46753 SH DFND 46753 0 0
CITIGROUP INC COM NEW 172967424 3028 70236 SH DFND 70236 0 0
CITIGROUP INC COM NEW 172967424 1470 34098 SH DFND 34098 0 0
COMCAST CORP NEW CL A 20030N101 742435 16049183 SH DFND 16049183 0 0
COMCAST CORP NEW CL A 20030N101 8108 175263 SH DFND 175263 0 0
COMCAST CORP NEW CL A 20030N101 695 15027 SH DFND 15027 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 3998 401020 SH DFND 401020 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 42326 307467 SH DFND 307467 0 0
DISNEY WALT CO COM DISNEY 254687106 252823 2037584 SH DFND 2037584 0 0
DISNEY WALT CO COM DISNEY 254687106 142 1147 SH DFND 1147 0 0
DISNEY WALT CO COM DISNEY 254687106 5070 40860 SH DFND 40860 0 0
DOLLAR GEN CORP NEW COM 256677105 4770 22754 SH DFND 22754 0 0
DUPONT DE NEMOURS INC COM 26614N102 21714 391381 SH DFND 391381 0 0
DUPONT DE NEMOURS INC COM 26614N102 199 3584 SH DFND 3584 0 0
FACEBOOK INC CL A 30303M102 211 806 SH DFND 806 0 0
FACEBOOK INC CL A 30303M102 6932 26468 SH DFND 26468 0 0
FACEBOOK INC CL A 30303M102 513466 1960543 SH DFND 1960543 0 0
FEDEX CORP COM 31428X106 1492 5933 SH DFND 5933 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 236 4206 SH DFND 4206 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 314478 5596689 SH DFND 5596689 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4791 85259 SH DFND 85259 0 0
GOLAR LNG LTD SHS G9456A100 155 25652 SH DFND 25652 0 0
GOLAR LNG LTD SHS G9456A100 65545 10824903 SH DFND 10824903 0 0
HONDA MOTOR LTD AMERN SHS 438128308 20067 846717 SH DFND 846717 0 0
HONDA MOTOR LTD AMERN SHS 438128308 196 8272 SH DFND 8272 0 0
HOWMET AEROSPACE INC COM 443201108 6824 408160 SH DFND 408160 0 0
HOWMET AEROSPACE INC COM 443201108 88 5245 SH DFND 5245 0 0
HOWMET AEROSPACE INC COM 443201108 524225 31353151 SH DFND 31353151 0 0
ING GROEP N.V. SPONSORED ADR 456837103 11331 1600382 SH DFND 1600382 0 0
INGREDION INC COM 457187102 1312 17337 SH DFND 17337 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 10313 321064 SH DFND 321064 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 69 2145 SH DFND 2145 0 0
MANPOWERGROUP INC COM 56418H100 34367 468668 SH DFND 468668 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2591 119129 SH DFND 119129 0 0
MGM RESORTS INTERNATIONAL COM 552953101 96 4403 SH DFND 4403 0 0
MGM RESORTS INTERNATIONAL COM 552953101 180661 8306257 SH DFND 8306257 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 337094 2149694 SH DFND 2149694 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5929 37807 SH DFND 37807 0 0
NETEASE INC SPONSORED ADS 64110W102 1882335 4140003 SH DFND 4140003 0 0
NETEASE INC SPONSORED ADS 64110W102 1008 2216 SH DFND 2216 0 0
NIKE INC CL B 654106103 1320 10517 SH DFND 10517 0 0
ROBERT HALF INTL INC COM 770323103 848 16021 SH DFND 16021 0 0
ROBERT HALF INTL INC COM 770323103 2081 39304 SH DFND 39304 0 0
ROSS STORES INC COM 778296103 2862 30668 SH DFND 30668 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 60783 2509640 SH DFND 2509640 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 536 22126 SH DFND 22126 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 21790 266515 SH DFND 266515 0 0
SCHLUMBERGER LTD COM 806857108 331 21276 SH DFND 21276 0 0
SCHLUMBERGER LTD COM 806857108 36322 2334292 SH DFND 2334292 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1735 40212 SH DFND 40212 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 103910 2408669 SH DFND 2408669 0 0
SOUTHWEST AIRLS CO COM 844741108 448 11951 SH DFND 11951 0 0
SOUTHWEST AIRLS CO COM 844741108 1379 36764 SH DFND 36764 0 0
SOUTHWEST AIRLS CO COM 844741108 65212 1738996 SH DFND 1738996 0 0
SPDR GOLD TR GOLD SHS 78463V107 208081 1174804 SH DFND 1174804 0 0
SPDR GOLD TR GOLD SHS 78463V107 3863 21810 SH DFND 21810 0 0
SPDR GOLD TR GOLD SHS 78463V107 5275 29781 SH DFND 29781 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 465 83138 SH DFND 83138 0 0
SUNRUN INC COM 86771W105 1389 18019 SH DFND 18019 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2205 27203 SH DFND 27203 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 260475 3212959 SH DFND 3212959 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 13279 100265 SH DFND 100265 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 156 1175 SH DFND 1175 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7197 23084 SH DFND 23084 0 0
UNITEDHEALTH GROUP INC COM 91324P102 690387 2214410 SH DFND 2214410 0 0
UNITEDHEALTH GROUP INC COM 91324P102 334 1072 SH DFND 1072 0 0
VALE S A SPONSORED ADS 91912E105 53244 5032509 SH DFND 5032509 0 0
VECTOR GROUP LTD COM 92240M108 97 9967 SH DFND 9967 0 0
VECTOR GROUP LTD COM 92240M108 7670 791544 SH DFND 791544 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 2912 59349 SH DFND 59349 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 24840 455278 SH DFND 455278 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 178 3629 SH DFND 3629 0 0
XPO LOGISTICS INC COM 983793100 11890 140443 SH DFND 140443 0 0
XPO LOGISTICS INC COM 983793100 658 7776 SH DFND 7776 0 0
XPO LOGISTICS INC COM 983793100 1357133 16030396 SH DFND 16030396 0 0
YOUDAO INC SPONSORED ADS 98741T104 242612 9388994 SH DFND 9388994 0 0