Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$1.8B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+2.06%$1.8B2.38%Deep value / Contrarian long-term
GreenlightAdd+6.48%$35M1.72%Value / Long-short
SaberTrim-32.09%$12M8.79%Concentrated value
What managers sayⓘ
2024-06-30Oakmark FundsNeutralWhat goes up… keeps going up. But we aren’t buying it. | U.S. equity market commentary 2Q 2024Detail →
2023-11-17Oakmark FundsBullMore on Growth vs. Value InvestingDetail →
2023-06-30Oakmark FundsBullOakmark Fund: Second Calendar Quarter 2023Detail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
4y revenue CAGR 23% · latest net margin 23.1% · FCF consistently positive
Revenue$9.54B
Rev. YoY-2.2%
Gross margin—
Net margin23.1%
Net income$2.21B
Free cash flow$2.21B
Operating cash flow$2.92B
ROE9.9%