Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$77M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
StarboardⓘTrim-51.45%$63M1.37%Activist / Public pressure
MarathonAdd+13.56%$14M0.55%Capital cycle / Contrarian value
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -3% · latest net margin -7.6% · FCF consistently positive
Revenue$0.81B
Rev. YoY-2.3%
Gross margin31.7%
Net margin-7.6%
Net income-$0.06B
Free cash flow$0.07B
Operating cash flow$0.10B
ROE-5.2%