Position in AU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,536,692
-$953,852 QoQ
Shares Held
365,003
-14.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Orbis Allan Gray Ltd holds $1,241,564,306 across 6 Gold names. AU ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
5,170,675 | $559,725,568 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,079,439 | $266,675,404 | |
| 3 | B |
Barrick Mining Corp
|
6,020,532 | $245,577,499 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
522,797 | $68,491,634 | |
| 5 | GFI |
Gold Fields Ltd
|
1,443,998 | $65,557,509 | |
| 6 | AU |
AngloGold Ashanti PLC
This page
|
365,003 | $35,536,692 |
All Filings in AU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,536,692 | 365,003 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,490,544 | 427,891 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,093,574 | 427,891 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,498,992 | 427,891 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,038,329 | 593,705 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,702,711 | 593,705 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||