| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
GXO Logistics, Inc.
13G/A
Amendment 6
GXO · 36262G101
|
11.3% |
5/15/2025
Event 3/31/2025
|
|||
| Orbis Investment Management Limited | 11.3% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Corpay, Inc.
13G/A
Amendment 4
FLT · 339041105
|
5.3% |
5/15/2025
Event 3/31/2025
|
|||
| Orbis Investment Management Limited | 5.3% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Cinemark Holdings, Inc
13G/A
Amendment 5
CNK · 17243V102
|
8.2% |
5/15/2025
Event 3/31/2025
|
|||
| Orbis Investment Management Limited | 8.2% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Borr Drilling Ltd
13G/A
Amendment 8
BORR · G1466R207
|
3.9% |
5/15/2025
Event 3/31/2025
|
|||
|
Sendas Distributor S.A.
13G/A
Amendment 3
ASAIY · 81689T104
|
11.6% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 11.6% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Cinemark Holdings, Inc
13G/A
Amendment 4
CNK · 17243V102
|
9.2% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 9.2% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Youdao, Inc.
13G/A
Amendment 11
DAO · 98741T104
|
28.7% |
2/14/2025
Event 12/31/2024
|
|||
|
Valaris Ltd
13G/A
Amendment 2
VAL · G9460G101
|
0% |
2/14/2025
Event 12/31/2024
|
|||
|
Sunrun Inc.
13G/A
Amendment 3
RUN · 86771W105
|
4.9% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 4.9% | ||||
| Orbis Investment Management (U.S.), L.P. | 0.1% | ||||
|
SYNAPTICS Inc
13G/A
Amendment 2
SYNA · 87157D109
|
5.6% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 5.6% | ||||
| Orbis Investment Management (U.S.), L.P. | 0.1% | ||||
|
RenaissanceRe Holdings Ltd.
13G/A
Amendment 1
RNR · G7496G103
|
5.5% |
2/14/2025
Event 12/31/2024
|
|||
|
Portillo's Inc.
13G/A
Amendment 3
PTLO · 73642K106
|
9.1% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 9.1% | ||||
| Allan Gray Australia Pty Limited | 0% | ||||
|
Nebius Group N.V.
13G
NBIS · N97284108
|
7.9% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 7.9% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
Interactive Brokers Group, Inc.
13G/A
Amendment 2
IBKR · 45841N107
|
4.8% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 4.8% | ||||
| Orbis Investment Management (U.S.), L.P. | 0% | ||||
|
Imax Corp
13G/A
Amendment 1
IMAX · 45245E109
|
6.6% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 6.6% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
|
GXO Logistics, Inc.
13G/A
Amendment 5
GXO · 36262G101
|
10.4% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 10.4% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
| Orbis Investment Management (U.S.), L.P. | 0.2% | ||||
|
Corpay, Inc.
13G/A
Amendment 3
FLT · 339041105
|
5.6% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Ltd | 5.6% | ||||
| Allan Gray Australia Pty Ltd | 0% | ||||
| Orbis Investment Management (U.S.), L.P. | 0.1% | ||||
|
Borr Drilling Ltd
13G/A
Amendment 7
BORR · G1466R207
|
5.4% |
2/14/2025
Event 12/31/2024
|
|||
|
Burford Capital Ltd
13G/A
Amendment 1
BUR · G17977110
|
5.4% |
2/14/2025
Event 12/31/2024
|
|||
| Orbis Investment Management Limited | 5.4% | ||||
| Allan Gray Australia Pty Limited | 0.1% | ||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.