Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$1.0B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+8.92%$937M1.24%Deep value / Contrarian long-term
Patient CapitalⓘNew$68M2.24%Contrarian growth-value / Time arbitrage
What managers sayⓘ
2026-07-27Patient Capital ManagementBullFinding Patience in... an Early 2000s Hip-Hop Song?Detail →
2026-07-10Patient Capital ManagementBullFinding Patience in... an Early 2000s Hip-Hop Song?Detail →
2026-07-09Patient Capital ManagementBull2Q26 Portfolio Activity & AttributionDetail →
2026-07-06Patient Capital ManagementBullOpportunity Equity Strategy Update for 6/26/2026 – 7/02/2026Detail →
2026-01-27Patient Capital ManagementNeutral4Q25 Quarterly WebinarDetail →
2025-06-30Oakmark FundsBullOakmark Fund: Second Calendar Quarter 2025Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -2% · latest net margin 18.2% · FCF consistently positive
Revenue$7.71B
Rev. YoY-0.4%
Gross margin72.6%
Net margin18.2%
Net income$1.40B
Free cash flow$2.04B
Operating cash flow$2.66B
ROE6.1%