Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$449M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-21.81%$349M0.47%Deep value / Contrarian long-term
StarboardⓘTrim-31.55%$100M2.19%Activist / Public pressure
What managers sayⓘ
2021-12-31FundsmithNeutralFundsmith Equity Fund Annual Report 2021Detail →
2020-12-31FundsmithBearFundsmith Equity Fund Annual Report 2020Detail →
2017-12-31FundsmithBullFundsmith Equity Fund Annual Report 2017Detail →
2017-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2017Detail →
2016-12-31FundsmithBearFundsmith Equity Fund Annual Report 2016Detail →
2015-12-31FundsmithNeutralFundsmith Equity Fund Annual Report 2015Detail →
2014-12-31FundsmithBullFundsmith Equity Fund Annual Report 2014Detail →
2013-12-31FundsmithBullFundsmith Equity Fund Annual Report 2013Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 3% · latest net margin 7.7% · FCF consistently positive
Revenue$21.8B
Rev. YoY+8.2%
Gross margin45.4%
Net margin7.7%
Net income$1.68B
Free cash flow$2.67B
Operating cash flow$3.43B
ROE6.6%