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Orbis Investment Management Limited

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

38

Stocks Covered

11

Latest Filing

Feb 17, 2026

Filings

Youdao, Inc.

SC 13G/A · Feb 17, 2026

22.2%

6.9M shares

RXO, Inc.

SC 13G/A · Feb 17, 2026

20.1%

33.0M shares

Nebius Group N.V.

SC 13G/A · Feb 17, 2026

1.5%

3.3M shares

Marcus Corp

SC 13G/A · Feb 17, 2026

8.0%

1.9M shares

IMAX CORP

SC 13G/A · Feb 17, 2026

9.5%

5.1M shares

GXO Logistics, Inc.

SC 13G/A · Feb 17, 2026

11.3%

13.0M shares

Corpay, Inc.

SC 13G/A · Feb 17, 2026

6.7%

4.7M shares

Cinemark Holdings, Inc

SC 13G/A · Feb 17, 2026

13.0%

15.0M shares

Youdao, Inc.

SC 13G/A · Nov 14, 2025

23.3%

7.3M shares

RXO, Inc.

SC 13G/A · Nov 14, 2025

19.3%

31.6M shares

Nebius Group N.V.

SC 13G/A · Nov 14, 2025

5.9%

12.8M shares

Marcus Corp

SC 13G/A · Nov 14, 2025

7.2%

1.8M shares

IMAX CORP

SC 13G/A · Nov 14, 2025

9.7%

5.2M shares

GXO Logistics, Inc.

SC 13G/A · Nov 14, 2025

11.5%

13.1M shares

Corpay, Inc.

SC 13G/A · Nov 14, 2025

5.7%

4.0M shares

Cinemark Holdings, Inc

SC 13G/A · Nov 14, 2025

9.8%

11.4M shares

Cinemark Holdings, Inc.

SC 13G/A · Nov 7, 2025

12.3%

14.1M shares

Youdao, Inc.

SC 13G/A · Aug 14, 2025

24.0%

7.5M shares

SYNAPTICS Inc

SC 13G/A · Aug 14, 2025

4.8%

1.8M shares

RXO, Inc.

SC 13G/A · Aug 14, 2025

18.8%

30.8M shares

Nebius Group N.V.

SC 13G/A · Aug 14, 2025

8.7%

17.6M shares

Marcus Corp

SC 13G/A · Aug 14, 2025

5.6%

1.4M shares

IMAX CORP

SC 13G/A · Aug 14, 2025

9.5%

5.1M shares

GXO Logistics, Inc.

SC 13G/A · Aug 14, 2025

11.3%

13.0M shares

Corpay, Inc.

SC 13G/A · Aug 14, 2025

5.4%

3.8M shares

Cinemark Holdings, Inc

SC 13G/A · Aug 14, 2025

8.7%

10.0M shares

Youdao, Inc.

SC 13G/A · May 15, 2025

26.7%

8.3M shares

SYNAPTICS Inc

SC 13G/A · May 15, 2025

5.6%

2.2M shares

RXO, Inc.

SC 13G/A · May 15, 2025

18.4%

30.2M shares

RENAISSANCERE HOLDINGS LTD

SC 13G/A · May 15, 2025

3.6%

1.7M shares

Nebius Group N.V.

SC 13G/A · May 15, 2025

6.7%

15.7M shares

Marcus Corp

SC 13G · May 15, 2025

5.0%

1.2M shares

IMAX CORP

SC 13G/A · May 15, 2025

7.3%

3.9M shares

GXO Logistics, Inc.

SC 13G/A · May 15, 2025

11.3%

13.5M shares

Corpay, Inc.

SC 13G/A · May 15, 2025

5.3%

3.7M shares

Cinemark Holdings, Inc

SC 13G/A · May 15, 2025

8.2%

10.1M shares

N/A

Borr Drilling Ltd

SC 13G/A · Feb 14, 2025

5.4%

14.3M shares

Burford Capital Ltd

SC 13G/A · Feb 14, 2025

5.4%

11.8M shares