Profiles >> Orbis Investment Management LP >> 13Fs >> 2020-06-30

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 2020-06-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.


Historical 13F Holdings - 2020-06-30

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ABBVIE INC COM 00287Y109 1526 15543 SH DFND 15543 0 0
ABBVIE INC COM 00287Y109 10060 102465 SH DFND 102465 0 0
ABBVIE INC COM 00287Y109 1023598 10425731 SH DFND 10425731 0 0
ALCOA CORP COM 013872106 124676 11092178 SH DFND 11092178 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 467 2163 SH DFND 2163 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 348623 1616241 SH DFND 1616241 0 0
ALPHABET INC CAP STK CL C 02079K107 259817 183797 SH DFND 183797 0 0
ALPHABET INC CAP STK CL C 02079K107 457 323 SH DFND 323 0 0
ALPHABET INC CAP STK CL C 02079K107 5728 4052 SH DFND 4052 0 0
ALTRIA GROUP INC COM 02209S103 17808 453713 SH DFND 453713 0 0
ALTRIA GROUP INC COM 02209S103 329 8389 SH DFND 8389 0 0
AMBEV SA SPONSORED ADR 02319V103 72182 27341663 SH DFND 27341663 0 0
ANTHEM INC COM 036752103 7428 28246 SH DFND 28246 0 0
ANTHEM INC COM 036752103 476 1810 SH DFND 1810 0 0
ANTHEM INC COM 036752103 877435 3336509 SH DFND 3336509 0 0
APACHE CORP COM 037411105 2304 170703 SH DFND 170703 0 0
APACHE CORP COM 037411105 208703 15459487 SH DFND 15459487 0 0
ARCONIC CORPORATION COM 03966V107 3243 232772 SH DFND 232772 0 0
ARCONIC CORPORATION COM 03966V107 227566 16336421 SH DFND 16336421 0 0
ARCONIC CORPORATION COM 03966V107 115 8239 SH DFND 8239 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 546370 7236686 SH DFND 7236686 0 0
BARRICK GOLD CORPORATION COM 067901108 70055 2600420 SH DFND 2600420 0 0
BARRICK GOLD CORPORATION COM 067901108 402 14936 SH DFND 14936 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5387 30179 SH DFND 30179 0 0
BK OF AMERICA CORP COM 060505104 732 30830 SH DFND 30830 0 0
BORR DRILLING LTD SHS G1466R207 2599 2320766 SH DFND 2320766 0 0
BORR DRILLING LTD SHS G1466R207 7 5850 SH DFND 5850 0 0
BP PLC SPONSORED ADR 055622104 66671 2858983 SH DFND 2858983 0 0
BP PLC SPONSORED ADR 055622104 272 11643 SH DFND 11643 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 19418 5424033 SH DFND 5424033 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 435 121479 SH DFND 121479 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 351 9046 SH DFND 9046 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 671844 17306638 SH DFND 17306638 0 0
CAPITAL ONE FINL CORP COM 14040H105 864 13801 SH DFND 13801 0 0
CARMAX INC COM 143130102 2869 32039 SH DFND 32039 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 3934 42176 SH DFND 42176 0 0
CITIGROUP INC COM NEW 172967424 3589 70236 SH DFND 70236 0 0
CITIGROUP INC COM NEW 172967424 1742 34098 SH DFND 34098 0 0
COMCAST CORP NEW CL A 20030N101 617 15830 SH DFND 15830 0 0
COMCAST CORP NEW CL A 20030N101 7501 192432 SH DFND 192432 0 0
COMCAST CORP NEW CL A 20030N101 648976 16648941 SH DFND 16648941 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 18414 1786054 SH DFND 1786054 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4430 157937 SH DFND 157937 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 955 34033 SH DFND 34033 0 0
DISNEY WALT CO COM DISNEY 254687106 128 1147 SH DFND 1147 0 0
DISNEY WALT CO COM DISNEY 254687106 224301 2011490 SH DFND 2011490 0 0
DISNEY WALT CO COM DISNEY 254687106 4556 40860 SH DFND 40860 0 0
DOLLAR GEN CORP NEW COM 256677105 4335 22754 SH DFND 22754 0 0
DUPONT DE NEMOURS INC COM 26614N102 20752 390597 SH DFND 390597 0 0
DUPONT DE NEMOURS INC COM 26614N102 190 3584 SH DFND 3584 0 0
FACEBOOK INC CL A 30303M102 6010 26468 SH DFND 26468 0 0
FACEBOOK INC CL A 30303M102 460 2024 SH DFND 2024 0 0
FACEBOOK INC CL A 30303M102 580713 2557418 SH DFND 2557418 0 0
FEDEX CORP COM 31428X106 1144 8162 SH DFND 8162 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4077 65751 SH DFND 65751 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 233835 3770928 SH DFND 3770928 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 110 1773 SH DFND 1773 0 0
GOLAR LNG LTD SHS G9456A100 80714 11148287 SH DFND 11148287 0 0
GOLAR LNG LTD SHS G9456A100 186 25652 SH DFND 25652 0 0
HONDA MOTOR LTD AMERN SHS 438128308 366 14323 SH DFND 14323 0 0
HONDA MOTOR LTD AMERN SHS 438128308 25457 995983 SH DFND 995983 0 0
HOWMET AEROSPACE INC COM 443201108 8490 535634 SH DFND 535634 0 0
HOWMET AEROSPACE INC COM 443201108 581285 36674144 SH DFND 36674144 0 0
HOWMET AEROSPACE INC COM 443201108 142 8944 SH DFND 8944 0 0
HUMANA INC COM 444859102 1250 3225 SH DFND 3225 0 0
ING GROEP N.V. SPONSORED ADR 456837103 86 12449 SH DFND 12449 0 0
ING GROEP N.V. SPONSORED ADR 456837103 13776 1996564 SH DFND 1996564 0 0
INGREDION INC COM 457187102 3358 40462 SH DFND 40462 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 37559 8008413 SH DFND 8008413 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 60 2145 SH DFND 2145 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 8939 321311 SH DFND 321311 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 7146 895483 SH DFND 895483 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 293 31036 SH DFND 31036 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 84463 602747 SH DFND 602747 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2472 17640 SH DFND 17640 0 0
NETEASE INC SPONSORED ADS 64110W102 1063 2476 SH DFND 2476 0 0
NETEASE INC SPONSORED ADS 64110W102 2514586 5856317 SH DFND 5856317 0 0
NIKE INC CL B 654106103 1335 13617 SH DFND 13617 0 0
ROBERT HALF INTL INC COM 770323103 677 12811 SH DFND 12811 0 0
ROBERT HALF INTL INC COM 770323103 846 16021 SH DFND 16021 0 0
ROSS STORES INC COM 778296103 1872 21966 SH DFND 21966 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 76419 2509640 SH DFND 2509640 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 674 22126 SH DFND 22126 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 35394 533523 SH DFND 533523 0 0
SCHLUMBERGER LTD COM 806857108 391 21276 SH DFND 21276 0 0
SCHLUMBERGER LTD COM 806857108 42928 2334292 SH DFND 2334292 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2889 77605 SH DFND 77605 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 145708 3913716 SH DFND 3913716 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 97 2613 SH DFND 2613 0 0
SOUTHWEST AIRLS CO COM 844741108 273 7990 SH DFND 7990 0 0
SOUTHWEST AIRLS CO COM 844741108 46127 1349546 SH DFND 1349546 0 0
SOUTHWEST AIRLS CO COM 844741108 1257 36764 SH DFND 36764 0 0
SPDR GOLD TR GOLD SHS 78463V107 4984 29781 SH DFND 29781 0 0
SPDR GOLD TR GOLD SHS 78463V107 3650 21810 SH DFND 21810 0 0
SPDR GOLD TR GOLD SHS 78463V107 202776 1211541 SH DFND 1211541 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 467 83138 SH DFND 83138 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1544 27203 SH DFND 27203 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 207697 3658565 SH DFND 3658565 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 148 1175 SH DFND 1175 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 12601 100301 SH DFND 100301 0 0
UNITEDHEALTH GROUP INC COM 91324P102 647224 2194352 SH DFND 2194352 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6809 23084 SH DFND 23084 0 0
UNITEDHEALTH GROUP INC COM 91324P102 316 1072 SH DFND 1072 0 0
VALE S A SPONSORED ADS 91912E105 320002 31038027 SH DFND 31038027 0 0
VECTOR GROUP LTD COM 92240M108 100 9967 SH DFND 9967 0 0
VECTOR GROUP LTD COM 92240M108 7946 789876 SH DFND 789876 0 0
VISA INC COM CL A 92826C839 117424 607879 SH DFND 607879 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 22466 455371 SH DFND 455371 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 160 3629 SH DFND 3629 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 2614 59349 SH DFND 59349 0 0
XPO LOGISTICS INC COM 983793100 636 8227 SH DFND 8227 0 0
XPO LOGISTICS INC COM 983793100 1328318 17195051 SH DFND 17195051 0 0
XPO LOGISTICS INC COM 983793100 11447 148178 SH DFND 148178 0 0
YOUDAO INC SPONSORED ADS 98741T104 309601 8256014 SH DFND 8256014 0 0