Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$1.1B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
AbramsHold$622M13.41%Deep value / Ultra-concentrated
Harris (Oakmark)Trim-0.53%$489M0.65%Deep value / Contrarian long-term
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 13% · latest net margin 2.2% · FCF volatile
Revenue$37.6B
Rev. YoY+4%
Gross margin15.2%
Net margin2.2%
Net income$0.82B
Free cash flow$0.01B
Operating cash flow$0.36B
ROE12.4%