Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$470M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
ValueActAdd+8.49%$327M5.8%Activist / Quality
MarkelHold$133M1.01%Insurance float / Long-term value
Greenhaven RoadⓘAdd+6.99%$10M6.8%SMID Value / Contrarian
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 5% · latest net margin 12.2%
Revenue$19.5B
Rev. YoY-11%
Gross margin—
Net margin12.2%
Net income$2.37B
Free cash flow—
Operating cash flow$0.48B
ROE7.7%