Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$26M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarkelAdd+17.22%$26M0.2%Insurance float / Long-term value
AKOAdd+137.13%$0M3.78%Quality growth / Concentrated long-term
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 4% · latest net margin -3.3% · FCF volatile
Revenue$12.0B
Rev. YoY-0.5%
Gross margin31.4%
Net margin-3.3%
Net income-$0.39B
Free cash flow-$3.77B
Operating cash flow$3.26B
ROE-2.6%