SCHEDULE: Orbis Group Discloses 7.1% Stake in Corpay, Inc.

Orbis Investment Management Limited and its affiliates disclose a combined 7.1% beneficial ownership in Corpay, Inc. common stock.

Summary

• Orbis Investment Management Limited, Allan Gray Australia Pty Ltd, and Orbis Investment Management (U.S.), L.P. (collectively, the "Reporting Persons") have filed an Amendment No. 7 to Schedule 13G for Corpay, Inc.
• As of December 31, 2025, the Reporting Persons collectively beneficially own 4,987,968 shares of Corpay, Inc. common stock.
• This aggregate ownership represents 7.1% of the class of securities.
• Orbis Investment Management Limited holds sole voting and dispositive power over 4,710,167 shares, representing 6.7% of the class.
• Orbis Investment Management (U.S.), L.P. holds sole voting and dispositive power over 274,484 shares, representing 0.4% of the class.
• Allan Gray Australia Pty Ltd holds sole voting and dispositive power over 3,317 shares, representing 0% of the class.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure, as Schedule 13G filings primarily provide factual updates on institutional ownership without offering new operational or financial insights.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings provide transparency into significant institutional ownership, indicating long-term investment positions rather than activist intent. The combined 7.1% stake held by the Orbis group suggests continued institutional confidence in Corpay, Inc. from these investment managers.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional holdings, potentially signaling institutional confidence.
• Company Management: Awareness of a substantial institutional shareholder group.

Key Dates

Keywords

Corpay, institutional ownership, Schedule 13G, beneficial ownership, investment management, common stock, Orbis Investment Management, Allan Gray Australia