Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +1 QoQ
Total position
$874M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)New$573M0.76%Deep value / Contrarian long-term
PolenⓘTrim-28.04%$269M1.86%Quality growth / GARP concentrated
MarkelHold$32M0.26%Insurance float / Long-term value
What managers sayⓘ
2026-03-31Oakmark FundsBullOakmark Fund: First Quarter 2026Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 8% · latest net margin 11% · FCF consistently positive
Revenue$69.7B
Rev. YoY+7.4%
Gross margin31.9%
Net margin11%
Net income$7.68B
Free cash flow$10.9B
Operating cash flow$11.5B
ROE24.6%