Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$787M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-3.68%$759M1.01%Deep value / Contrarian long-term
MarkelHold$28M0.23%Insurance float / Long-term value
What managers sayⓘ
2022-12-31Oakmark FundsNeutralBill Nygren Market Commentary | 4Q22Detail →
2020-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q20Detail →
2020-03-31Oakmark FundsBullBill Nygren Market Commentary | 1Q20Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 2% · latest net margin 16.2% · FCF consistently positive
Revenue$123.7B
Rev. YoY0%
Gross margin—
Net margin16.2%
Net income$20.0B
Free cash flow$21.9B
Operating cash flow$33.6B
ROE20.6%