← Holdings
BC

BRUNSWICK CORP

2 managers · $392M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$392M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-5.21%$231M0.21%Long-term growth / Global allocation
Harris (Oakmark)Trim-14.32%$161M0.21%Deep value / Contrarian long-term
What managers sayⓘ
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
2024-03-26Colossus (Invest Like the Best / Business Breakdowns)NeutralSean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, EP.366]Detail →
13D/G Ownership Filingsⓘ
SCHEDULE 13G/AHarris (Oakmark)3.7%February 17, 2026 ↗SCHEDULE 13GHarris (Oakmark)5.3%May 15, 2025 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ
Q2 2026July 30, 2026
›
The quarter’s results beat expectations, driven primarily by strong operations and the IEEPA tariff refund.
Net sales $1.6B (+8%), adjusted EPS $1.56 (+34%), with sales growth across all segments for the fourth consecutive quarter.
Engines, P&A, and Navico all grew; Mercury gained international share, Freedom Boat Club member trips +13%; Boat margin +120bps.
Management raised full-year EPS guidance to $4.35–$4.75 and increased free cash flow guidance to $400M+.
Risks include new tariffs and inflation (~$40M) and softness in the retail value tier; however, channel inventory is healthy, with confidence in the second half.
Q1 2026April 30, 2026
›
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR -2% · latest net margin -2.6% · FCF consistently positive

Revenue$5.36B
Rev. YoY+2.4%
Gross margin24.8%
Net margin-2.6%
Net income-$0.14B
Free cash flow$0.40B
Operating cash flow$0.56B
ROE-8.4%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.