Manager holders · last 4 qtrsⓘ
1
2025Q2 – 2026Q1 · -1 QoQ
Total position
$483M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
StarboardⓘHold$471M10.29%Activist / Public pressure
GreenlightNew$12M0.58%Value / Long-short
What managers sayⓘ
2025-09-30Oakmark FundsBearOakmark Fund: Third Calendar Quarter 2025Detail →
2025-06-30Third PointBearThird Point Q2 2025 Investor LetterDetail →
2025-06-30Oakmark FundsBearOur bottom-up approach to a top-down crisis | U.S. equity market commentary 2Q 2025Detail →
2024-03-31Oakmark FundsBullOakmark Fund: First Calendar Quarter 2024Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 0% · latest net margin 9.7% · FCF consistently positive
Revenue$15.1B
Rev. YoY-2.1%
Gross margin58.1%
Net margin9.7%
Net income$1.47B
Free cash flow$1.72B
Operating cash flow$2.20B
ROE13.7%