Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$744M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
LingottoNew$574M12.31%High-conviction growth / Innovation-led
Harris (Oakmark)Trim-58.31%$130M0.17%Deep value / Contrarian long-term
KopernikAdd+132.56%$39M2.72%深度价值 / 全球逆向
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 13% · latest net margin 1% · FCF volatile
Revenue$45.4B
Rev. YoY+11.7%
Gross margin13.1%
Net margin1%
Net income$0.47B
Free cash flow-$0.64B
Operating cash flow-$0.54B
ROE11.6%