Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$306M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-80.76%$297M0.39%Deep value / Contrarian long-term
HoskingⓘTrim-1.28%$9M0.29%Contrarian value / Global diversified
What managers sayⓘ
2026-03-31Hosking PartnersBullQ1 2026 - Quarterly Report CommentaryDetail →
2026-03-31Oakmark FundsBullOakmark Fund: First Quarter 2026Detail →
2023-09-30Oakmark FundsBullOakmark Fund: Third Quarter 2023 and Fiscal Year-EndDetail →
2021-07-07Colossus (Invest Like the Best / Business Breakdowns)BullExxon Mobil: An Aging Energy Empire - [Business Breakdowns, EP. 16]Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 4% · latest net margin 3.3%
Revenue$132.4B
Rev. YoY-7.5%
Gross margin12.3%
Net margin3.3%
Net income$4.40B
Free cash flow—
Operating cash flow$4.96B
ROE15.1%