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