2 managers · $2.2B totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$2.2B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireTrim-22%$2.2B0.72%Value / Long-term
HoskingⓘTrim-3.09%$13M0.43%Contrarian value / Global diversified
What managers sayⓘ
2026-06-30Southeastern Asset ManagementNeutral2Q26 Partners Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementNeutral1Q26 Partners Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementNeutral1Q26 Global Fund CommentaryDetail →
2025-06-30Oakmark FundsBearOur bottom-up approach to a top-down crisis | U.S. equity market commentary 2Q 2025Detail →
2025-05-01Southeastern Asset ManagementNeutralResearch Perspectives – May 2025Detail →
2024-03-31Oakmark FundsBullOakmark Fund: First Calendar Quarter 2024Detail →
2023-03-31Oakmark FundsBullOakmark Fund: First Calendar Quarter 2023Detail →
2022-09-28Colossus (Invest Like the Best / Business Breakdowns)NeutralTrader Joe’s: Grocer to the Overeducated and Underpaid - [Business Breakdowns, EP. 76]Detail →