Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +1 QoQ
Total position
$94M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarathonHold$78M3%Capital cycle / Contrarian value
RobottiⓘTrim-0.74%$16M2.46%Deep value / Cyclical contrarian
What managers sayⓘ
2026-02-04azvalor Asset ManagementBullLetter to inverstors 2H2025Detail →
2023-01-11azvalor Asset ManagementBullQuarterly letter 4Q2022Detail →
2022-07-27azvalor Asset ManagementBullQuarterly letter 2Q2022Detail →
2022-05-11azvalor Asset ManagementBearQuarterly letter 1Q2022Detail →
2021-10-26azvalor Asset ManagementBullQuarterly letter 3Q2021Detail →
2021-01-14azvalor Asset ManagementBullQuarterly letter 4Q2020Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name