Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$114M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-12.65%$75M0.1%Deep value / Contrarian long-term
MarkelAdd+2.17%$39M0.33%Insurance float / Long-term value
What managers sayⓘ
2026-06-30GMONeutralPart 1: What Barbarians Like to Take PrivateDetail →
2024-03-31Oakmark FundsBearOakmark Fund: First Calendar Quarter 2024Detail →
2020-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q20Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 7% · latest net margin 9% · FCF consistently positive
Revenue$75.6B
Rev. YoY+7.1%
Gross margin—
Net margin9%
Net income$6.78B
Free cash flow$7.69B
Operating cash flow$12.6B
ROE—