Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +1 QoQ
Total position
$229M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
PolenⓘNew$116M0.8%Quality growth / GARP concentrated
MarkelAdd+0.6%$80M0.67%Insurance float / Long-term value
FundsmithⓘTrim-58.07%$33M0.26%Quality growth / Long-term concentrated
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 12% · latest net margin 14% · FCF consistently positive
Revenue$3.76B
Rev. YoY+11%
Gross margin—
Net margin14%
Net income$0.53B
Free cash flow$0.65B
Operating cash flow$0.68B
ROE38.3%