Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$128M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Horizon KineticsⓘHold$115M1.25%Contrarian / Real assets
MarkelAdd+4.67%$12M0.1%Insurance float / Long-term value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 8% · latest net margin 23.3% · FCF consistently positive
Revenue$4.71B
Rev. YoY+15.1%
Gross margin51.5%
Net margin23.3%
Net income$1.10B
Free cash flow$1.68B
Operating cash flow$1.75B
ROE21.4%