SCHEDULE: Magnum Ice Cream Co. N.V. Ownership Filing

Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd report beneficial ownership of 5.1% of Magnum Ice Cream Co. N.V. ordinary shares.

Summary

• This filing is a Schedule 13G, indicating beneficial ownership of Magnum Ice Cream Co. N.V. ordinary shares.
• Orbis Investment Management Ltd, based in Bermuda, beneficially owns 31,375,089 shares, representing 5.1% of the class.
• Allan Gray Australia Pty Ltd, based in Australia, beneficially owns 35,641 shares, representing 0% of the class.
• The total aggregate amount beneficially owned by both reporting persons is 31,410,730 shares.
• Both reporting persons are classified as 'FI' (Financial Institution) and are equivalent to Investment Advisers (IA).
• The filing states that other persons have the right to receive dividends or proceeds from the sale of these securities.
• The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It reports ownership stakes without providing performance data or strategic changes, making it informative but not indicative of immediate positive or negative company performance.

Positives

• Significant institutional ownership reported by Orbis Investment Management Ltd (5.1%).
• The reporting persons certify that their holdings are in the ordinary course of business, suggesting no intent to control the company.
• The filing is up-to-date as of March 31, 2026, indicating current reporting.

Negatives

• The filing does not provide specific details on the 'other persons' who have rights to dividends or sale proceeds, which could obscure ultimate beneficial ownership.
• Allan Gray Australia Pty Ltd's holding is negligible (0% of the class).

Risks

• Potential for changes in beneficial ownership that could impact control or strategic direction of Magnum Ice Cream Co. N.V.
• The existence of 'other persons' with rights to dividends or sale proceeds introduces a layer of complexity regarding ultimate control and influence.

Future Outlook

The filing does not contain forward-looking statements or guidance. It is a report of beneficial ownership as of a specific date.

Management Comments

• Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd are classified as a Non-U.S. Institution (FI) that is equivalent to an Investment Adviser (IA).
• Notwithstanding that the Reporting Persons are making this filing together, none of the Reporting Persons represents that it is a member of a group for the purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended.
• Each Reporting Person disclaims beneficial ownership of any shares beneficially owned by any other Reporting Person as specified in Item 4(a).
• By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
• By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. This filing indicates that Orbis Investment Management Ltd has become a notable shareholder in Magnum Ice Cream Co. N.V., a development that could signal increased institutional interest or a strategic investment.

Stakeholder Impact

• Shareholders: May see increased institutional interest in the company, potentially influencing share price. The disclosure of significant ownership by Orbis Investment Management Ltd could be viewed positively or negatively depending on investor sentiment towards the firm.
• Management: May face increased scrutiny or engagement from Orbis Investment Management Ltd due to their substantial stake.
• Creditors: No direct impact indicated by this filing.

Next Steps

• The reporting persons will continue to comply with ownership and/or control-person reporting requirements.
• The reporting persons undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

Key Dates

Keywords

Magnum Ice Cream Co. N.V., Schedule 13G, Orbis Investment Management Ltd, Allan Gray Australia Pty Ltd, Beneficial Ownership, Ordinary Shares, Investment Adviser, SEC Filing