Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · 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+12.53%$1.1B1.44%Deep value / Contrarian long-term
Patient CapitalⓘTrim-1.5%$47M1.53%Contrarian growth-value / Time arbitrage
MarathonTrim-18.26%$23M0.95%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 →
2025-02-05Colossus (Invest Like the Best / Business Breakdowns)NeutralJack Henry: VMS King - [Business Breakdowns, EP.206]Detail →
2025-01-12Patient Capital ManagementNeutral4Q24 Portfolio Activity and AttributionDetail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name