Manager holders · last 3 qtrsⓘ
2
2025Q4 – 2026Q2 · +1 QoQ
Total position
$124M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
VossⓘAdd+4.19%$76M3.55%GARP / Growth-Value blend
FiveSPANNew$48M11.24%Activist / Event-driven
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 12% · latest net margin 12% · FCF consistently positive
Revenue$2.41B
Rev. YoY+17.9%
Gross margin39.2%
Net margin12%
Net income$0.29B
Free cash flow$0.43B
Operating cash flow$0.43B
ROE19.5%