Orbis Investment Management (U.S.), L.P. current holdings: USA Stocks
Orbis Investment Management (U.S.), L.P. reported $0.10 billion in share positions in stocks (listed in the US), 15 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are XPO, QCOM, MSI.
- XPO: Country of operation United States; Class COM; Shares 487,262; Value $17,868,000.
- QCOM: Country of operation United States; Class COM; Shares 185,347; Value $12,696,000.
- MSI: Country of operation United States; Class COM NEW; Shares 123,716; Value $9,437,000.
- LBRDK: Country of operation United States; Class COM SER C; Shares 115,764; Value $8,275,000.
Form 13F-HR as filed (SEC CIK 1598147): quarter ended 2016-09-30, filed 2016-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
XPO
XPO LOGISTICS INC | United States | COM | 487,262 | $17,868,000 | 17.38% | 2016-09-30 | 2016-11-14 | +1298.82% |
|---|
QCOM
QUALCOMM INC | United States | COM | 185,347 | $12,696,000 | 12.35% | 2016-09-30 | 2016-11-14 | +168.76% |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 123,716 | $9,437,000 | 9.18% | 2016-09-30 | 2016-11-14 | +484.85% |
|---|
LBRDK
LIBERTY BROADBAND CORP | United States | COM SER C | 115,764 | $8,275,000 | 8.05% | 2016-09-30 | 2016-11-14 | |
|---|
ELV
ANTHEM INC | United States | COM | 49,499 | $6,203,000 | 6.03% | 2016-09-30 | 2016-11-14 | +213.41% |
|---|
CLH
CLEAN HARBORS INC | United States | COM | 117,957 | $5,660,000 | 5.50% | 2016-09-30 | 2016-11-14 | +549.60% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 38,911 | $5,621,000 | 5.47% | 2016-09-30 | 2016-11-14 | |
|---|
WFC
WELLS FARGO & CO NEW | United States | COM | 125,985 | $5,579,000 | 5.43% | 2016-09-30 | 2016-11-14 | +81.75% |
|---|
ABBV
ABBVIE INC | United States | COM | 88,055 | $5,554,000 | 5.40% | 2016-09-30 | 2016-11-14 | +317.46% |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 125,976 | $5,161,000 | 5.02% | 2016-09-30 | 2016-11-14 | +31.54% |
|---|
CHTR
CHARTER COMMUNICATIONS INC N | United States | CL A | 18,123 | $4,893,000 | 4.76% | 2016-09-30 | 2016-11-14 | -59.01% |
|---|
C
CITIGROUP INC | United States | COM NEW | 103,586 | $4,892,000 | 4.76% | 2016-09-30 | 2016-11-14 | +176.94% |
|---|
HUM
HUMANA INC | United States | COM | 26,426 | $4,674,000 | 4.55% | 2016-09-30 | 2016-11-14 | +118.71% |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 68,066 | $4,039,000 | 3.93% | 2016-09-30 | 2016-11-14 | +26.85% |
|---|
GLD
SPDR GOLD TRUST | United States | GOLD SHS | 18,150 | $2,280,000 | 2.22% | 2016-09-30 | 2016-11-14 | +204.75% |
|---|
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