Orbis Investment Management as of March 31, 2017
Portfolio Holdings for Orbis Investment Management
Orbis Investment Management holds 21 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 12.1 | $17M | 362k | 47.89 | |
| Centennial Resource Developmen cs | 9.0 | $13M | 708k | 18.23 | |
| Berkshire Hathaway (BRK.B) | 8.3 | $12M | 72k | 166.68 | |
| Anthem (ELV) | 6.8 | $9.8M | 59k | 165.37 | |
| Aetna | 6.3 | $9.1M | 72k | 127.55 | |
| Motorola Solutions (MSI) | 5.9 | $8.5M | 99k | 86.22 | |
| Wells Fargo & Company (WFC) | 5.0 | $7.1M | 128k | 55.66 | |
| Abbvie (ABBV) | 4.9 | $7.0M | 107k | 65.16 | |
| Silver Run Acquisition unit 99/99/9999 | 4.8 | $6.8M | 656k | 10.44 | |
| Arconic | 4.5 | $6.5M | 248k | 26.34 | |
| Liberty Broadband Cl C (LBRDK) | 4.1 | $5.9M | 68k | 86.40 | |
| Dell Technologies Inc Class V equity | 3.9 | $5.5M | 87k | 64.08 | |
| Apache Corporation | 3.8 | $5.4M | 106k | 51.39 | |
| Computer Sciences Corporation | 3.3 | $4.8M | 69k | 69.00 | |
| Celgene Corporation | 3.1 | $4.4M | 36k | 124.44 | |
| Symantec Corporation | 2.9 | $4.1M | 133k | 30.68 | |
| Citigroup (C) | 2.8 | $4.0M | 67k | 59.82 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.6 | $3.8M | 12k | 327.29 | |
| Carnival Corporation (CCL) | 2.5 | $3.6M | 62k | 58.91 | |
| Amazon (AMZN) | 2.1 | $3.0M | 3.4k | 886.60 | |
| Noble Energy | 1.3 | $1.8M | 54k | 34.34 |
