Orbis Investment Management as of Sept. 30, 2017
Portfolio Holdings for Orbis Investment Management
Orbis Investment Management holds 22 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 12.2 | $20M | 290k | 67.78 | |
| Abbvie (ABBV) | 9.2 | $15M | 166k | 88.86 | |
| Berkshire Hathaway (BRK.B) | 7.6 | $12M | 66k | 183.32 | |
| Centennial Resource Developmen cs | 7.4 | $12M | 664k | 17.97 | |
| Arconic | 6.3 | $10M | 405k | 24.88 | |
| Motorola Solutions (MSI) | 5.2 | $8.4M | 99k | 84.87 | |
| Wells Fargo & Company (WFC) | 5.0 | $8.0M | 145k | 55.15 | |
| Bristol Myers Squibb (BMY) | 4.7 | $7.5M | 118k | 63.74 | |
| Silver Run Acquisition unit 99/99/9999 | 4.4 | $7.0M | 656k | 10.72 | |
| Dell Technologies Inc Class V equity | 4.2 | $6.7M | 87k | 77.21 | |
| Apache Corporation | 4.2 | $6.7M | 146k | 45.80 | |
| Nike (NKE) | 4.1 | $6.6M | 128k | 51.85 | |
| Dxc Technology (DXC) | 4.1 | $6.6M | 76k | 85.88 | |
| Anthem (ELV) | 4.0 | $6.4M | 34k | 189.87 | |
| Aetna | 3.1 | $5.1M | 32k | 159.00 | |
| Symantec Corporation | 3.0 | $4.9M | 148k | 32.81 | |
| Liberty Broadband Cl C (LBRDK) | 2.7 | $4.3M | 46k | 95.29 | |
| Facebook Inc cl a (META) | 2.6 | $4.2M | 24k | 170.87 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $4.1M | 4.2k | 973.77 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.2 | $3.5M | 9.7k | 363.45 | |
| Liberty Global | 0.9 | $1.5M | 63k | 23.30 | |
| Noble Energy | 0.5 | $759k | 27k | 28.35 |
