Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · flat QoQ
Total position
$1.2B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+26.89%$1.1B1.47%Deep value / Contrarian long-term
Patient CapitalⓘAdd+273.59%$54M1.98%Contrarian growth-value / Time arbitrage
MarathonAdd+22.84%$33M1.25%Capital cycle / Contrarian value
What managers sayⓘ
2026-01-27Patient Capital ManagementBull4Q25 Quarterly WebinarDetail →
2026-01-16Patient Capital ManagementBull4Q25 Portfolio Activity and AttributionDetail →
2025-12-31Giverny CapitalBearGiverny Capital Annual Letter to Partners 2025Detail →
2025-12-31Southeastern Asset ManagementNeutral4Q25 Partners Fund CommentaryDetail →
2025-12-31Southeastern Asset ManagementNeutral4Q25 Global Fund CommentaryDetail →
2025-12-31Oakmark FundsBullOakmark Fund: Fourth Quarter 2025Detail →
2025-01-12Patient Capital ManagementNeutral4Q24 Portfolio Activity and AttributionDetail →
2023-09-30Southeastern Asset ManagementNeutral3Q23 Global Fund CommentaryDetail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name