Orbis Allan Gray Ltd

Основные владения компаниями

Компания Доля, %
Youdao, Inc. 28.85
RXO, Inc. 14.6
GXO Logistics, Inc. 11.99
Cinemark 10.13
Portillo's Inc. 9.71
Valaris Limited 7.98
FleetCor Technologies 6.77
Interactive Brokers Group 6.66
Golar LNG Limited 6.48
Sunrun 6.47
Synaptics 5.77
XPO Logistics 4.86
Noble Corporation 4.4
RenaissanceRe Holdings Ltd. 4.31
Caledonia Mining Corporation Plc 3.42
Diamond Offshore Drilling 3.2
Borr Drilling Limited 3.18
AES 3.15
GPN Capital 2.82
Sendas Distribuidora S.A. 2.51

Компании по секторам

Сектор Количество
Energy 7
Industrials 6
Financials 5
Technology 3
Consumer Staples 3
Utilities 2
Consumer Discretionary 1
High Tech 1
Materials 1