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Orbis Allan Gray Ltd

SEC CIK
0001663865
Latest filing
Aug 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Orbis Allan Gray Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
3,734,888
Value
$359.5M
% of portfolio
1.2%
Quarters held
18
Since Q1 2021
Holdings of DIS by Orbis Allan Gray Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,734,888$359.5M1.2%00.0%UnchangedHolders
Q1 20263,734,888$360.0M1.5%+171,838+4.8%AddedHolders
Q4 20253,563,050$405.4M1.7%−108,324−3.0%ReducedHolders
Q3 20253,671,374$420.4M1.8%+319,953+9.5%AddedHolders
Q2 20253,351,421$415.6M2.0%−237,042−6.6%ReducedHolders
Q1 20253,588,463$354.2M2.0%+620,166+20.9%AddedHolders
Q4 20242,968,297$330.5M1.8%+33,206+1.1%AddedHolders
Q3 20242,935,091$282.3M1.5%+967,960+49.2%AddedHolders
Q2 20241,967,131$195.3M1.2%+104,051+5.6%AddedHolders
Q1 20241,863,080$228.0M1.4%−151,750−7.5%ReducedHolders
Q4 20232,014,830$181.9M1.1%+156,457+8.4%AddedHolders
Q3 20231,858,373$150.6M1.1%+1,858,373NewHolders
Q1 20230$00.0%−27,413−100.0%Sold outHolders
Q4 202227,413$2.38M<0.1%+27,413NewHolders
Q2 20220$00.0%−17,462−100.0%Sold outHolders
Q1 202217,462$2.40M<0.1%−588,177−97.1%ReducedHolders
Q4 2021605,639$93.8M0.7%−776,526−56.2%ReducedHolders
Q3 20211,382,165$233.8M1.6%−580,971−29.6%ReducedHolders
Q2 20211,963,136$345.1M2.2%−11,444−0.6%ReducedHolders
Q1 20211,974,580$364.4M2.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.