Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · -1 QoQ
Total position
$1.6B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Hold$1.4B1.81%Deep value / Contrarian long-term
EgertonNew$235M2.27%Global growth-value
MarkelHold$13M0.11%Insurance float / Long-term value
AKOTrim-47.28%$0M1.42%Quality growth / Concentrated long-term
What managers sayⓘ
2013-12-31Robotti & CompanyNeutralRobotti & Company Advisors YE 2013 LetterDetail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 5% · latest net margin 10.9% · FCF consistently positive
Revenue$6.07B
Rev. YoY+6.9%
Gross margin—
Net margin10.9%
Net income$0.66B
Free cash flow$1.13B
Operating cash flow$1.62B
ROE14.3%