Orbis Allan Gray Ltd Buys Global Payments Inc, Fleetcor Technologies Inc, Progressive Corp, Sells AbbVie Inc, Fomento Economico Mexicano SAB de CV, Diageo PLC

• New Purchases: PGR, CNK, CHK, KMI, PSFE,
• Added Positions: GPN, FLT, DG, TECK, RUN, AES, UNH, DAO, VAL, RDS.B, ITUB, SLB, SPG, DD, ATVI, GOLD, LUV, BUR, ORLY,
• Reduced Positions: ABBV, NTES, FMX, ANTM, CMCSA, BTI, BABA, DIS, MSI, ATHM, AA, YNDX, MGM, FB, BP, GXO, HWM, ARNC, XPO, TM, GOOG, AMZN, NFLX, ING, GLD, ST, MSFT,
• Sold Out: DEO, DOYU, TSM, GO, AON, FDX, WSC, COF, HMC,

For the details of Orbis Allan Gray Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/orbis+allan+gray+ltd/current-portfolio/portfolio

1. NetEase Inc (NTES) - 16,313,060 shares, 9.57% of the total portfolio. Shares reduced by 11.69%
2. XPO Logistics Inc (XPO) - 10,966,818 shares, 5.99% of the total portfolio. Shares reduced by 2.06%
3. GXO Logistics Inc (GXO) - 10,690,074 shares, 5.76% of the total portfolio. Shares reduced by 4.53%
4. Comcast Corp (CMCSA) - 13,323,975 shares, 5.12% of the total portfolio. Shares reduced by 16.87%
5. UnitedHealth Group Inc (UNH) - 1,886,165 shares, 5.06% of the total portfolio. Shares added by 3.51%

Orbis Allan Gray Ltd initiated holding in Progressive Corp. The purchase prices were between $90.35 and $99.88, with an estimated average price of $95.38. The stock is now traded at around $93.980000. The impact to a portfolio due to this purchase was 2.8%. The holding were 4,514,803 shares as of 2021-09-30.

Orbis Allan Gray Ltd initiated holding in Cinemark Holdings Inc. The purchase prices were between $13.94 and $22.04, with an estimated average price of $17.07. The stock is now traded at around $20.530000. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,947,127 shares as of 2021-09-30.

Orbis Allan Gray Ltd initiated holding in Chesapeake Energy Corp. The purchase prices were between $48.9 and $62.98, with an estimated average price of $56.09. The stock is now traded at around $62.410000. The impact to a portfolio due to this purchase was 0.08%. The holding were 200,353 shares as of 2021-09-30.

Orbis Allan Gray Ltd initiated holding in Kinder Morgan Inc. The purchase prices were between $15.68 and $18.67, with an estimated average price of $17. The stock is now traded at around $16.860000. The impact to a portfolio due to this purchase was 0.05%. The holding were 421,851 shares as of 2021-09-30.

Orbis Allan Gray Ltd initiated holding in Paysafe Ltd. The purchase prices were between $7.56 and $11.77, with an estimated average price of $9.57. The stock is now traded at around $4.510000. The impact to a portfolio due to this purchase was 0.01%. The holding were 100,408 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Global Payments Inc by 62650.41%. The purchase prices were between $156.58 and $195.16, with an estimated average price of $173.79. The stock is now traded at around $131.790000. The impact to a portfolio due to this purchase was 3.42%. The holding were 3,170,778 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Fleetcor Technologies Inc by 393.26%. The purchase prices were between $245.6 and $270.32, with an estimated average price of $258.8. The stock is now traded at around $241.640000. The impact to a portfolio due to this purchase was 2.89%. The holding were 2,024,187 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Dollar General Corp by 4110.90%. The purchase prices were between $212.14 and $238.22, with an estimated average price of $225.5. The stock is now traded at around $227.000000. The impact to a portfolio due to this purchase was 1.82%. The holding were 1,278,050 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Teck Resources Ltd by 492.20%. The purchase prices were between $19.69 and $26.8, with an estimated average price of $22.94. The stock is now traded at around $27.450000. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,532,137 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Sunrun Inc by 25.60%. The purchase prices were between $41 and $56.82, with an estimated average price of $47.82. The stock is now traded at around $57.960000. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,458,305 shares as of 2021-09-30.

Orbis Allan Gray Ltd added to a holding in Valaris Ltd by 94.15%. The purchase prices were between $24.08 and $34.9, with an estimated average price of $28.76. The stock is now traded at around $36.280000. The impact to a portfolio due to this purchase was 0.09%. The holding were 763,975 shares as of 2021-09-30.

Orbis Allan Gray Ltd sold out a holding in Diageo PLC. The sale prices were between $187.28 and $201.76, with an estimated average price of $193.78.

Orbis Allan Gray Ltd sold out a holding in DouYu International Holdings Ltd. The sale prices were between $3.07 and $6.76, with an estimated average price of $4.08.

Orbis Allan Gray Ltd sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

Orbis Allan Gray Ltd sold out a holding in Grocery Outlet Holding Corp. The sale prices were between $21.38 and $36.17, with an estimated average price of $28.81.

Orbis Allan Gray Ltd sold out a holding in Aon PLC. The sale prices were between $226.79 and $299.17, with an estimated average price of $268.54.

Orbis Allan Gray Ltd sold out a holding in FedEx Corp. The sale prices were between $219.29 and $299.67, with an estimated average price of $271.73.