Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$2.2B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireHold$1.1B0.43%Value / Long-term
Harris (Oakmark)Trim-2.35%$1.0B1.38%Deep value / Contrarian long-term
What managers sayⓘ
2022-12-31Oakmark FundsBearOakmark Fund: Fourth Quarter 2022Detail →
2020-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q20Detail →
2019-09-30Oakmark FundsBullBill Nygren Market Commentary | 3Q19Detail →
2018-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q18Detail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 10% · latest net margin 68.5%
Revenue$1.24B
Rev. YoY+3.8%
Gross margin—
Net margin68.5%
Net income$0.85B
Free cash flow—
Operating cash flow$3.73B
ROE5.5%