Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$33M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
HoskingⓘHold$32M1.13%Contrarian value / Global diversified
RobottiⓘHold$1M0.17%Deep value / Cyclical contrarian
What managers sayⓘ
2011-03-08GMOBearThe Seven Immutable Laws of InvestingDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2014 · Source: SEC EDGAR 10-K
5y revenue CAGR 2% · latest net margin 10.1%
Revenue$34.3B
Rev. YoY+5.5%
Gross margin—
Net margin10.1%
Net income$3.47B
Free cash flow—
Operating cash flow$1.09B
ROE4.9%