Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$2.4B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Hold$2.4B3.12%Deep value / Contrarian long-term
MarathonTrim-18.3%$20M0.83%Capital cycle / Contrarian value
What managers sayⓘ
2026-03-31Oakmark FundsNeutralOakmark Fund: First Quarter 2026Detail →
2024-06-30Oakmark FundsBullOakmark Fund: Second Calendar Quarter 2024Detail →
2023-06-30Oakmark FundsBullOakmark Fund: Second Calendar Quarter 2023Detail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 4% · latest net margin 8.3% · FCF consistently positive
Revenue$16.3B
Rev. YoY+5.9%
Gross margin—
Net margin8.3%
Net income$1.36B
Free cash flow$2.05B
Operating cash flow$2.65B
ROE20.9%