SEC 13F Intelligence

Orbis Allan Gray Ltd / R6C2

Orbis Allan Gray Ltd’s Shell PLC Position

Does Orbis Allan Gray Ltd own Shell PLC (R6C2)? Not currently — the last reported position was 3.41M shares worth $148M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$148M
Q4 2021
Shares
3.41M
% of Portfolio
+1.09%
Quarters Held
13
position exited

Position History R6C2

Reported value by quarter
Q4 ’18: $141MQ4 ’18Q1 ’19: $151MQ2 ’19: $158MQ2 ’19Q3 ’19: $150MQ4 ’19: $151MQ4 ’19Q1 ’20: $86MQ2 ’20: $77MQ2 ’20Q3 ’20: $61MQ4 ’20: $85MQ4 ’20Q1 ’21: $96MQ2 ’21: $100MQ2 ’21Q3 ’21: $125MQ4 ’21: $148MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20213.41M$148M+1.09%
Q3 20212.83M$125M+0.86%
Q2 20212.58M$100M+0.63%
Q1 20212.61M$96M+0.69%
Q4 20202.54M$85M+0.62%
Q3 20202.53M$61M+0.48%
Q2 20202.53M$77M+0.58%
Q1 20202.62M$86M+0.81%
Q4 20192.51M$151M+1.05%
Q3 20192.51M$150M+1.11%
Q2 20192.40M$158M+1.13%
Q1 20192.36M$151M+1.02%
Q4 20182.36M$141M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbis Allan Gray Ltd’s full portfolio or all institutional holders of R6C2.