Position in B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$245,577,499
-$45,432,310 QoQ
Shares Held
6,020,532
-9.9% QoQ
Ownership
0.359%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in B 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. B ranks #3 (19.8% 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
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|
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
|
365,003 | $35,536,692 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,577,499 | 6,020,532 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $291,009,809 | 6,682,200 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $214,978,638 | 6,560,227 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $131,220,838 | 6,302,634 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||