Orbis Investment Management as of June 30, 2017
Portfolio Holdings for Orbis Investment Management
Orbis Investment Management holds 21 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 13.2 | $20M | 310k | 64.63 | |
| Centennial Resource Developmen cs | 8.7 | $13M | 834k | 15.82 | |
| Anthem (ELV) | 7.1 | $11M | 57k | 188.14 | |
| Abbvie (ABBV) | 7.0 | $11M | 147k | 72.51 | |
| Berkshire Hathaway (BRK.B) | 6.6 | $10M | 59k | 169.36 | |
| Motorola Solutions (MSI) | 5.6 | $8.5M | 99k | 86.74 | |
| Arconic | 5.0 | $7.5M | 333k | 22.65 | |
| Aetna | 4.9 | $7.4M | 49k | 151.83 | |
| Silver Run Acquisition unit 99/99/9999 | 4.7 | $7.1M | 656k | 10.75 | |
| Apache Corporation | 4.6 | $7.0M | 146k | 47.93 | |
| Wells Fargo & Company (WFC) | 4.4 | $6.7M | 121k | 55.41 | |
| Facebook Inc cl a (META) | 3.9 | $6.0M | 40k | 150.97 | |
| Liberty Broadband Cl C (LBRDK) | 3.9 | $5.9M | 68k | 86.75 | |
| Dxc Technology (DXC) | 3.9 | $5.9M | 76k | 76.72 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $5.7M | 6.1k | 929.65 | |
| Dell Technologies Inc Class V equity | 3.5 | $5.3M | 87k | 61.11 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $3.7M | 11k | 336.86 | |
| Amazon (AMZN) | 2.4 | $3.6M | 3.8k | 968.04 | |
| Nike (NKE) | 2.3 | $3.5M | 59k | 59.00 | |
| Carnival Corporation (CCL) | 1.4 | $2.2M | 33k | 65.57 | |
| Noble Energy | 0.5 | $758k | 27k | 28.31 |
