Position in NEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,841,916
-$41,883,652 QoQ
Shares Held
5,544,346
+7.2% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#26
of 1,774 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Orbis Allan Gray Ltd holds $1,156,961,859 across 6 Gold names. NEM ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
5,544,346 | $517,841,916 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,290,361 | $268,962,846 | |
| 3 | B |
Barrick Mining Corp
|
6,687,005 | $245,613,693 | |
| 4 | GFI |
Gold Fields Ltd
|
1,473,023 | $49,478,842 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
405,444 | $45,539,470 | |
| 6 | AU |
AngloGold Ashanti PLC
|
365,003 | $29,525,092 |
All Filings in NEM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,841,916 | 5,544,346 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $559,725,568 | 5,170,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $631,328,483 | 6,322,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $475,328,987 | 5,637,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $291,854,692 | 5,009,521 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $273,877,134 | 5,672,683 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $207,698,617 | 5,580,296 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $491,743,100 | 9,200,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $247,060,717 | 5,900,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,982,374 | 418,035 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,536,810 | 37,130 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||