Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$800M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+6.5%$744M0.99%Deep value / Contrarian long-term
MarkelHold$56M0.43%Insurance float / Long-term value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -14% · latest net margin 16.9% · FCF volatile
Revenue$4.78B
Rev. YoY-11.9%
Gross margin—
Net margin16.9%
Net income$0.81B
Free cash flow-$3.37B
Operating cash flow-$3.28B
ROE11.5%