Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$138M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘAdd+3.19%$77M2.45%Precious metals & critical materials / Commodity cycle
Horizon KineticsⓘAdd+9.22%$61M0.69%Contrarian / Real assets
What managers sayⓘ
2025-06-30FundsmithBullFundsmith Semi-Annual Letter to Shareholders 2025Detail →
2024-08-21Colossus (Invest Like the Best / Business Breakdowns)Bull5 Handpicked Highlights - [Business Breakdowns, EP.179]Detail →
2023-01-04Colossus (Invest Like the Best / Business Breakdowns)BullL’Oreal: Because You’re Worth It - [Business Breakdowns, EP. 91]Detail →
2011-12-31FundsmithBullFundsmith Equity Fund Annual Report 2011Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name