Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · -1 QoQ
Total position
$1.6B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+68.07%$1.4B1.92%Deep value / Contrarian long-term
MarkelHold$127M0.97%Insurance float / Long-term value
Horizon KineticsⓘTrim-7.5%$23M0.26%Contrarian / Real assets
What managers sayⓘ
2026-03-31Oakmark FundsBullOakmark Fund: First Quarter 2026Detail →
2024-02-07Colossus (Invest Like the Best / Business Breakdowns)NeutralArthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name