Orbis Investment Management Ltd - Significant Ownership

Signature - Title
Matt Gaarder - Attorney-in-Fact
Location
Hamilton, Bermuda
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Orbis Investment Management Ltd.

Significant Ownership of Orbis Investment Management Ltd

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DAO Youdao, Inc. American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 23.3% $72.3M -$2.15M 7.28M -2.88% Orbis Investment Management Limited Sep 30, 2025
RXO RXO, Inc. Common Stock, $0.01 Par Value 19.3% $486M $12.8M 31.6M +2.7% Orbis Investment Management Limited Sep 30, 2025
QXO QXO, Inc. Common stock, par value $0.00001 per share 12.6% $1.62B -$195M 85M -10.7% ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
CNK Cinemark Holdings, Inc. Common Stock, $0.001 Par Value 12.3% $396M $114M 14.1M +40.6% Orbis Investment Management Limited Oct 31, 2025
ASAIY Sendas Distributor S.A. Common Shares, and American Depositary Shares ("ADS") evidenced by American Depositary Receipts, each ADS representing 5 Common Shares 11.6% $1B 157M ORBIS INVESTMENT MANAGEMENT LTD Dec 31, 2024
GXO GXO Logistics, Inc. Common Stock, $0.01 Par Value 11.5% $694M $8.15M 13.1M +1.19% Orbis Investment Management Limited Sep 30, 2025
IMAX IMAX CORP Common Stock, no par value 9.7% $171M $4.22M 5.22M +2.53% Orbis Investment Management Limited Sep 30, 2025
PTLO Portillo's Inc. Class A Common Stock, $0.01 par value 9.5% $43.8M $2.36M 6.8M +5.68% ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
BRKR Bruker Corp COMMON STOCK 8.8% $435M 13.4M ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
MCS Marcus Corp Common Stock 7.2% $27.1M $6.07M 1.75M +28.8% Orbis Investment Management Limited Sep 30, 2025
BUR Burford Capital Ltd Common Stock 6.7% $177M $17.9M 14.8M +11.3% ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
NBIS Nebius Group N.V. Class A Common Stock 5.9% $1.44B -$545M 12.8M -27.5% Orbis Investment Management Limited Sep 30, 2025
GENMAB A/S Common Stock 5.8% 3.73M ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
FLT Corpay, Inc. Common Stock 5.7% $65.3M 3.99M +5.71% Orbis Investment Management Limited Sep 30, 2025
NCMI National CineMedia, Inc. Common Stock, par value $0.01 per share 5.6% $23.6M 5.23M ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
CRSP CRISPR Therapeutics AG Common Stock 5.5% $322M 4.97M ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
ICLR ICON PLC Common Stock 5.3% $723M 4.13M ORBIS INVESTMENT MANAGEMENT LTD Sep 30, 2025
RUN Sunrun Inc. Common Stock, $0.0001 par value 4.9% $68.5M 10.9M ORBIS INVESTMENT MANAGEMENT LTD Dec 31, 2024
IBKR Interactive Brokers Group, Inc. Common Stock 4.8% $901M 5.28M ORBIS INVESTMENT MANAGEMENT LTD Dec 31, 2024
SYNA SYNAPTICS Inc Common Stock 4.8% $131M -$26.7M 1.83M -16.9% Orbis Investment Management Limited Jun 30, 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% 9.75M -32% ORBIS INVESTMENT MANAGEMENT LTD Mar 31, 2025
RNR RENAISSANCERE HOLDINGS LTD Common Stock 3.6% $395M -$252M 1.75M -39% Orbis Investment Management Limited Mar 31, 2025
VAL Valaris Ltd Common Shares, $0.01 par value 0% $0 0 ORBIS INVESTMENT MANAGEMENT LTD Dec 31, 2024

Schedules 13D/G Reported by Orbis Investment Management Ltd:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.