LongTBBBJun 2026
BBB Foods
BBB Foods operates the Tiendas 3B Mexican hard-discount chain and has grown its store count by roughly 20% annually for more than a decade. Orbis sees the heart of its moat in…
Orbis Investment Management Limited
Contrarian, bottom-up international equity investing focused on valuation, absolute risk and mispriced non-US companies.2 published ideas
Orbis Investment Management Limited manages the International Equity strategy using bottom-up fundamental research and a contrarian valuation discipline. The strategy seeks investments offering compelling returns per unit of absolute risk and is willing to diverge significantly from its benchmark when market enthusiasm creates mispricings.
Ideas from Orbis Investment Management Limited
LongNBISJun 2026
Nebius Group
Orbis continues to hold Nebius after trimming the position into strength. Its conviction rests on the quality of management and a credible pathway to more than 4GW of data-centre…
Letters covered
- Orbis International Equity Quarterly CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.