Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$73M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Patient CapitalⓘNew$42M1.55%Contrarian growth-value / Time arbitrage
Horizon KineticsⓘHold$30M0.33%Contrarian / Real assets
What managers sayⓘ
2026-07-09Patient Capital ManagementBear2Q26 Portfolio Activity & AttributionDetail →
2026-04-08Patient Capital ManagementBull1Q26 Portfolio Activity & AttributionDetail →
2025-10-30Horizon KineticsNeutral3rd Quarter 2025 CommentaryDetail →
2025-01-15Horizon KineticsBull2025 New Year Letter from Our FoundersDetail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name