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 (2016Q3)
Original 13F HR (0001085146-16-004797) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 XPO Logistics Inc 487,262 17,868 13.85%
2 QUALCOMM INC 185,347 12,696 9.84%
3 MOTOROLA SOLUTIONS INC 123,716 9,437 7.31%
4 LIBERTY BROADBAND CORP 115,764 8,275 6.41%
5 ANTHEM INC COM 49,499 6,203 4.81%
6 CLEAN HARBORS INC 117,957 5,660 4.39%
7 BERKSHIRE HATHAWAY INC DEL CL B NEW 38,911 5,621 4.36%
8 WELLS FARGO AND CO 125,985 5,579 4.32%
9 ABBVIE INC 88,055 5,554 4.30%
10 APACHE CORP 81,801 5,225 4.05%
11 PAYPAL HOLDINGS INC 125,976 5,161 4.00%
12 CHARTER COMMUNICATIONS INC CL A 18,123 4,893 3.79%
13 CITIGROUP INC 103,586 4,892 3.79%
14 HUMANA INC 26,426 4,674 3.62%
15 CELGENE CORP 42,413 4,433 3.44%
16 AMERICAN INTL GROUP INC 68,066 4,039 3.13%
17 CARNIVAL CORP COMMON PAIRED STOCK 80,651 3,937 3.05%
18 BAKER HUGHES INC 70,463 3,556 2.76%
19 DELL TECHNOLOGIES-CL V W/I 72,739 3,477 2.69%
20 AETNA INC 28,628 3,305 2.56%
21 ALCOA INC 225,011 2,282 1.77%
22 SPDR GOLD TRUST 18,150 2,280 1.77%
New Holding filing (0001085146-16-004907) filed in 2016.12.13
#
Name
Shares
Value ($)
%
Options
Notes
1 SILVER RUN ACQUISITION CORP 734,060 11,561 100.00%