Profiles >> Orbis Investment Management LP >> 13Fs >> 2018-06-30

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 2018-06-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2018-06-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ABBVIE INC COM 00287Y109 1183 12769 SH DFND 12769 0 0
ABBVIE INC COM 00287Y109 1359776 14676483 SH DFND 14676483 0 0
AIR PRODS & CHEMS INC COM 009158106 213051 1368082 SH DFND 1368082 0 0
ALCOA CORP COM 013872106 130263 2778648 SH DFND 2778648 0 0
ALPHABET INC CAP STK CL C 02079K107 579 519 SH DFND 519 0 0
ALPHABET INC CAP STK CL C 02079K107 701226 628536 SH DFND 628536 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 5123 3659385 SH DFND 3659385 0 0
ALTA MESA RES INC CL A 02133L109 152758 22431382 SH DFND 22431382 0 0
AMGEN INC COM 031162100 214 1158 SH DFND 1158 0 0
AMGEN INC COM 031162100 48365 262014 SH DFND 262014 0 0
ANTHEM INC COM 036752103 583541 2451542 SH DFND 2451542 0 0
APACHE CORP COM 037411105 380 8134 SH DFND 8134 0 0
APACHE CORP COM 037411105 681404 14575495 SH DFND 14575495 0 0
ARCONIC INC COM 03965L100 578680 34019989 SH DFND 34019989 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 101 996 SH DFND 996 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 458433 4538941 SH DFND 4538941 0 0
BAIDU INC SPON ADR REP A 056752108 38041 156549 SH DFND 156549 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 2004 41942 SH DFND 41942 0 0
BARRICK GOLD CORP COM 067901108 231 17602 SH DFND 17602 0 0
BARRICK GOLD CORP COM 067901108 38755 2951645 SH DFND 2951645 0 0
BERRY GLOBAL GROUP INC COM 08579W103 95775 2084782 SH DFND 2084782 0 0
BOOKING HLDGS INC COM 09857L108 315399 155592 SH DFND 155592 0 0
BP PLC SPONSORED ADR 055622104 174 3805 SH DFND 3805 0 0
BP PLC SPONSORED ADR 055622104 87296 1911878 SH DFND 1911878 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 163061 2946531 SH DFND 2946531 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 638 11527 SH DFND 11527 0 0
CELGENE CORP COM 151020104 814036 10249763 SH DFND 10249763 0 0
CELGENE CORP COM 151020104 479 6031 SH DFND 6031 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18592 63407 SH DFND 63407 0 0
CITIGROUP INC COM NEW 172967424 15225 227512 SH DFND 227512 0 0
COPA HOLDINGS SA CL A P31076105 61640 651447 SH DFND 651447 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 4064 273136 SH DFND 273136 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 257191 3040807 SH DFND 3040807 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 8463 405721 SH DFND 405721 0 0
DOLLAR GEN CORP NEW COM 256677105 392935 3985140 SH DFND 3985140 0 0
DXC TECHNOLOGY CO COM 23355L106 98116 1217173 SH DFND 1217173 0 0
ENSCO PLC SHS CLASS A G3157S106 64194 8842201 SH DFND 8842201 0 0
EYEPOINT PHARMACEUTICALS INC COM 30233G100 1433 774533 SH DFND 774533 0 0
FACEBOOK INC CL A 30303M102 361 1858 SH DFND 1858 0 0
FACEBOOK INC CL A 30303M102 1316916 6777050 SH DFND 6777050 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 130 4411 SH DFND 4411 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 159643 5418974 SH DFND 5418974 0 0
HONDA MOTOR LTD AMERN SHS 438128308 21057 719402 SH DFND 719402 0 0
HONDA MOTOR LTD AMERN SHS 438128308 104 3540 SH DFND 3540 0 0
JD COM INC SPON ADR CL A 47215P106 373531 9590016 SH DFND 9590016 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 8740 188048 SH DFND 188048 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 127 2740 SH DFND 2740 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 21692 1512697 SH DFND 1512697 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 192 13371 SH DFND 13371 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 601 31036 SH DFND 31036 0 0
MERCK & CO INC COM 58933Y105 361 5941 SH DFND 5941 0 0
MERCK & CO INC COM 58933Y105 45171 744160 SH DFND 744160 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 27786 238773 SH DFND 238773 0 0
NAVIENT CORPORATION COM 63938C108 258 19787 SH DFND 19787 0 0
NAVIENT CORPORATION COM 63938C108 40034 3072459 SH DFND 3072459 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 26966 2969846 SH DFND 2969846 0 0
NETEASE INC SPONSORED ADR 64110W102 667 2641 SH DFND 2641 0 0
NETEASE INC SPONSORED ADR 64110W102 2016828 7982065 SH DFND 7982065 0 0
NIKE INC CL B 654106103 660146 8284971 SH DFND 8284971 0 0
NIKE INC CL B 654106103 203 2549 SH DFND 2549 0 0
PAYPAL HLDGS INC COM 70450Y103 268460 3223968 SH DFND 3223968 0 0
PEABODY ENERGY CORP NEW COM 704551100 489280 10758134 SH DFND 10758134 0 0
PERSPECTA INC COM 715347100 956 46504 SH DFND 46504 0 0
PG&E CORP COM 69331C108 364 8552 SH DFND 8552 0 0
PG&E CORP COM 69331C108 81044 1904228 SH DFND 1904228 0 0
QORVO INC COM 74736K101 47469 592110 SH DFND 592110 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 877 12068 SH DFND 12068 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 152408 2097845 SH DFND 2097845 0 0
SCHLUMBERGER LTD COM 806857108 363 5416 SH DFND 5416 0 0
SCHLUMBERGER LTD COM 806857108 196608 2933134 SH DFND 2933134 0 0
SOHU COM LTD SPONSORED ADS 83410S108 113794 3205468 SH DFND 3205468 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2011 16947 SH DFND 16947 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 142488 1200911 SH DFND 1200911 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9678 1245571 SH DFND 1245571 0 0
SYMANTEC CORP COM 871503108 729784 35340645 SH DFND 35340645 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 346 9457 SH DFND 9457 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 57774 1580262 SH DFND 1580262 0 0
TEEKAY CORPORATION COM Y8564W103 11881 1533018 SH DFND 1533018 0 0
TRANSOCEAN LTD REG SHS H8817H100 79064 5882768 SH DFND 5882768 0 0
UNITEDHEALTH GROUP INC COM 91324P102 386460 1575202 SH DFND 1575202 0 0
VALE S A ADR 91912E105 777612 60656164 SH DFND 60656164 0 0
WELLS FARGO CO NEW COM 949746101 237 4274 SH DFND 4274 0 0
WELLS FARGO CO NEW COM 949746101 495290 8933803 SH DFND 8933803 0 0
XPO LOGISTICS INC COM 983793100 679 6781 SH DFND 6781 0 0
XPO LOGISTICS INC COM 983793100 1847341 18440222 SH DFND 18440222 0 0