Manager holders · last 2 qtrsⓘ
1
2026Q1 – 2026Q2 · flat QoQ
Total position
$99M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
GreenlightTrim-10.27%$74M3.61%Value / Long-short
GivernyⓘHold$25M0.84%Long-term growth-value
What managers sayⓘ
2026-04-28Colossus (Invest Like the Best / Business Breakdowns)NeutralPaul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]Detail →
2026-04-01Aswath Damodaran (Musings on Markets)BearOil, War and the Global Economy: The Market's Narrative in March 2026Detail →
2025-08-05Horizon KineticsBull2nd Quarter 2025 CommentaryDetail →
2025-07-07SprottBullGold and Silver Bull Run ContinuesDetail →
2025-07-01Patient Capital ManagementBull2Q25 Quarterly Market ReviewDetail →
2025-04-11SprottBullThe Return of Exter’s Inverted PyramidDetail →
2025-04-01Patient Capital ManagementBull1Q25 Quarterly Market ReviewDetail →
2024-10-01SprottBullThe Stage Is SetDetail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name