Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$51M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
HoskingⓘHold$50M1.79%Contrarian value / Global diversified
RobottiⓘHold$1M0.11%Deep value / Cyclical contrarian
What managers sayⓘ
2026-03-31Hosking PartnersBullQ1 2026 - Quarterly Report CommentaryDetail →
2024-07-23Cobas Asset ManagementBearComment First Semester 2024Detail →
2022-10-26Cobas Asset ManagementBullComments on Third Quarter 2022Detail →
2022-07-27Cobas Asset ManagementNeutralComments on Second Quarter 2022Detail →
2022-05-11azvalor Asset ManagementBearQuarterly letter 1Q2022Detail →
2022-04-29Cobas Asset ManagementBullComments on First Quarter 2022Detail →
2021-10-28Cobas Asset ManagementBullComments on Third Quarter 2021Detail →
2021-04-30Cobas Asset ManagementBullComments on First Quarter 2021Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 33% · latest net margin 36.7%
Revenue$0.84B
Rev. YoY-11.4%
Gross margin—
Net margin36.7%
Net income$0.31B
Free cash flow—
Operating cash flow$0.38B
ROE15.3%