Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · flat QoQ
Total position
$809M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-20.83%$639M0.85%Deep value / Contrarian long-term
MarathonTrim-2.12%$128M4.92%Capital cycle / Contrarian value
SoutheasternⓘHold$41M2.01%Deep value / Concentrated
What managers sayⓘ
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 →
2022-12-31Southeastern Asset ManagementNeutral4Q22 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