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Orbis Investment Management US LP
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CRD # | 158511 |
SEC # | 801-114700 |
CIK # | 0001640626, 0001621430, 0000940594 |
AUM | $195.9 MM (2024-03-19) |
Employees | 15 (60% Investors, 27% Brokers) |
Phone | 415-489-3600 |
Address | One Letterman Drive, Building C, Suite Cm100 San Francisco, CA 94129-1492 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
UNH | 477.0 | 1.2 | |
IBKR | 5.7 | 0.9 | |
SHEL | 196.2 | 0.8 | |
GXO | 5.4 | 0.7 | |
RNR | 6.9 | 0.6 | |
GPN | 31.9 | 0.6 | |
ELV | 114.1 | 0.5 | |
CEG | 19.0 | 0.5 | |
RXO | 0.5 | ||
XPO | 5.6 | 0.4 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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HF | Orbis Institutional US Equity LP | 2016-03-24 | 195.9 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 195.9 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 195.9 |
By Discretionary | ||
Discretionary | 1 | 195.9 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 195.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 195.9 | |
Total | 1 | 195.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0000940594] | |
SC 13G | [0000940594] | |
10-K | [0001621430] | |
10-Q | [0001621430] | |
8-K | [0001621430] | |
13F-HR | [0001640626] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
GS Gamma Advisors LLC
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|
NY | 0.2 |
OppenheimerFunds Inc
✚
|
NY | 0.2 |
Road Capital Management LP
✚
|
FL | 0.2 |
Rangeley Capital LLC
✚
|
CT | 0.2 |
Brightline Capital Management LLC
✚
|
FL | 0.2 |
Gate City Capital Management LLC
✚
|
IL | 0.2 |
Scion Asset Management LLC
✚
|
CA | 0.2 |
Semanteon Capital Management LP
✚
|
MA | 0.2 |
Waterwheel Capital Management LP
✚
|
0.2 | |
Millrace Asset Group Inc
✚
|
PA | 0.2 |