Orbis Allan Gray Ltd

Основные владения компаниями

Компания Доля, %
Youdao, Inc. 38.19
GXO Logistics, Inc. 13.39
RXO, Inc. 13.06
Golar LNG Limited 11.86
Cinemark 9.02
Portillo's Inc. 8.97
Valaris Limited 7.2
FleetCor Technologies 6.9
Interactive Brokers Group 6.87
XPO Logistics 6.76
Sunrun 6.44
Borr Drilling Limited 3.54
GPN Capital 2.79
AES 2.69
Noble Corporation 2.52
Transocean Ltd 2.3
Burford Capital Limited 1.85
Constellation Energy Corporation 1.68
Westlake Chemical Corporation 1.61
Gold Fields Limited 1.58

Компании по секторам

Сектор Количество
Industrials 6
Energy 5
Financials 4
Consumer Staples 3
Technology 2
Utilities 2
Consumer Discretionary 1
Materials 1
Интернет 1
Telecom 1