Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$3.6B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireHold$3.6B1.38%Value / Long-term
HoskingⓘHold$18M0.63%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 →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2026 · Source: SEC EDGAR 10-K
5y revenue CAGR 2% · latest net margin 0.7% · FCF consistently positive
Revenue$147.6B
Rev. YoY+0.4%
Gross margin—
Net margin0.7%
Net income$1.02B
Free cash flow$3.46B
Operating cash flow$7.31B
ROE17.1%