Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · -1 QoQ
Total position
$236M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
GivernyⓘTrim-2.13%$156M5.71%Long-term growth-value
MarkelHold$80M0.67%Insurance float / Long-term value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 25% · latest net margin 15.4% · FCF consistently positive
Revenue$4.49B
Rev. YoY+16.3%
Gross margin39.8%
Net margin15.4%
Net income$0.69B
Free cash flow$0.86B
Operating cash flow$0.93B
ROE16%