← Holdings
NVST

Envista Holdings Corp

2 managers · $101M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$101M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-29.78%$83M0.11%Deep value / Contrarian long-term
MarathonAdd+13.44%$18M0.7%Capital cycle / Contrarian value
What managers sayⓘ
2026-06-30The Capital Cycle (Marathon)BullPassive’s Massive AI Gamble (June 2026)Detail →
2025-05-30The Capital Cycle (Marathon)BullUS Small Caps: Margin of Safety (May 2025)Detail →
13D/G Ownership Filingsⓘ
SCHEDULE 13G/AHarris (Oakmark)4.6%August 14, 2025 ↗SCHEDULE 13G/AHarris (Oakmark)5%May 15, 2025 ↗SC 13GHarris (Oakmark)February 14, 2024 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 2% · latest net margin 1.7% · FCF consistently positive

Revenue$2.72B
Rev. YoY+8.3%
Gross margin54.7%
Net margin1.7%
Net income$0.05B
Free cash flow$0.23B
Operating cash flow$0.28B
ROE1.5%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.