Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$829M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+1.62%$663M0.88%Deep value / Contrarian long-term
MarathonTrim-3.58%$126M5.13%Capital cycle / Contrarian value
SoutheasternⓘTrim-5.34%$40M2.06%Deep value / Concentrated
What managers sayⓘ
2025-10-01Colossus (Invest Like the Best / Business Breakdowns)NeutralExor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]Detail →
2025-09-30Oakmark FundsBullOakmark International Fund: Third Calendar Quarter 2025Detail →
2025-04-07Oakmark FundsBearMarkets in turmoil: Our views on the tariffsDetail →
2024-06-30Southeastern Asset ManagementBull2Q24 Partners Fund CommentaryDetail →
2024-06-30Oakmark FundsBullOakmark International Fund: Second Calendar Quarter 2024Detail →
2023-09-30Southeastern Asset ManagementBull3Q23 Partners Fund CommentaryDetail →
2023-09-30Oakmark FundsBullInternational markets: A tale of three regions | International Equity market commentary 3Q23Detail →
2023-03-31Southeastern Asset ManagementNeutral1Q23 Partners Fund CommentaryDetail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name