DIS — DISNEY WALT CO

Ownership history in Orbis Allan Gray Ltd  ·  24 quarters on record

This page tracks every 13F SEC filing in which Orbis Allan Gray Ltd reported a position in DISNEY WALT CO (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.96% (2020 Q4)
Avg. % of fund
1.29%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,563,050 -108,324 -3.0% 1.70% $405.4M $113.77
2025 Q3 ADDED 3,671,374 +319,953 +9.5% 1.80% $420.4M $113.73
2025 Q2 REDUCED 3,351,421 -237,042 -6.6% 2.02% $415.6M $123.18
2025 Q1 ADDED 3,588,463 +620,166 +20.9% 2.03% $354.2M $97.62
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% of Fund (quarterly)    DIS price (monthly, adj. close)

Other funds also holding DIS

As of 2025 Q4 — sorted by position size

Granite Group Advisors, LLC 43.54% Oldfield Partners LLP 3Y 7Y 16.26% DENDUR CAPITAL LP 3Y 11.67% Lindsell Train Ltd 3Y 7Y 10.05% DRH Investments, Inc. 3Y 8.94% KAHN BROTHERS GROUP INC 3Y 7Y 7.95% TERRIL BROTHERS, INC. 3Y 7Y 7.29% Corvex Management LP 3Y 7Y 6.76% HS Management Partners, LLC 3Y 7Y 6.17% Saratoga Research & Investment Management 3Y 7Y 6.11%
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