Dark
Light
System
Institutional Investment Manager
Orbis Investment Management (U.S.), L.P.
Orbis Investment Management (U.S.), L.P. (CIK: 0001598147) incorporated in Delaware, located at One Letterman Drive, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001085146-14-001150) filed in 2014.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 MOTOROLA SOLUTIONS INC 154,123 9,909 9.01%
2 XPO LOGISTICS INC 258,517 7,603 6.91%
3 APPLE INC 13,584 7,291 6.63%
4 CARNIVAL CORP 166,706 6,311 5.74%
5 AMGEN INC 47,350 5,840 5.31%
6 GENERAL MTRS CO 157,311 5,415 4.92%
7 AMERICAN INTL GROUP INC 91,075 4,555 4.14%
8 CITIGROUPINC 88,747 4,224 3.84%
9 LIBERTY GLOBAL PLC 96,700 3,937 3.58%
10 APACHE CORP 43,290 3,591 3.26%
11 TIME WARNER INC NEW 24,953 3,423 3.11%
12 Former Charter Communication (Del 5/18/2016) 27,706 3,413 3.10%
13 RIVERBED TECHNOLOGY INC 166,959 3,291 2.99%
14 QUALCOMM INC 41,279 3,255 2.96%
15 CHESAPEAKE ENERGY CORP 123,565 3,166 2.88%
16 Walgreens 43,139 2,848 2.59%
17 FIDELITY NATIONAL FINANCIAL IN 89,929 2,827 2.57%
18 HUMANA INC 25,009 2,819 2.56%
19 GILEAD SCIENCES INC 39,072 2,769 2.52%
20 AETNA INC NEW 33,380 2,502 2.27%
21 Anthem, Inc. 25,102 2,499 2.27%
22 WEATHERFORDI 137,604 2,389 2.17%
23 MICROSOFT CORP 57,064 2,339 2.13%
24 CYPRESS SEMICONDUCTOR CORP 224,650 2,307 2.10%
25 SPIRIT AEROSYSTEMS HLDGS INC 70,818 1,996 1.81%
26 NATIONSTAR MTG HLDGS INCORPORATED 57,934 1,881 1.71%
27 Alcoa 145,971 1,879 1.71%
28 AMERICAN AIRLS GROUP INC 48,346 1,769 1.61%
29 MURPHY OIL 27,549 1,732 1.57%
30 MCDERMOTT INTL INC 141,802 1,109 1.01%
31 ROVI CORP COM EXCHANGEDFOR CU 24,644 561 0.51%
32 IAC INTERACTIVECORP 7,555 539 0.49%