4 managers · $165M totalData: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +1 QoQ
Total position
$165M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Patient CapitalⓘAdd+4.81%$98M3.58%Contrarian growth-value / Time arbitrage
HoskingⓘAdd+9.63%$36M1.28%Contrarian value / Global diversified
GreenlightAdd+51.14%$26M1.26%Value / Long-short
RobottiⓘAdd+597.3%$6M0.94%Deep value / Cyclical contrarian
What managers sayⓘ
2026-07-09Patient Capital ManagementNeutral2Q26 Portfolio Activity & AttributionDetail →
2026-04-08Patient Capital ManagementBull1Q26 Portfolio Activity & AttributionDetail →
2025-07-11Patient Capital ManagementBull2Q25 Portfolio Activity and AttributionDetail →
2025-04-23Horos Asset ManagementBullLetter to our Co-investors 1Q25Detail →
2025-04-09Patient Capital ManagementBull1Q25 Portfolio Activity and AttributionDetail →
2025-01-13Patient Capital ManagementBull“There is nothing so stable as change.” Bob DylanDetail →
2024-10-08Patient Capital ManagementBull3Q24 Portfolio Activity and AttributionDetail →
2024-01-17Patient Capital ManagementBull4Q23 Portfolio Activity and AttributionDetail →
Earnings Callsⓘ
Q1 2026May 11, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
3y revenue CAGR -3% · latest net margin -7.1%
Revenue$1.09B
Rev. YoY+7.9%
Gross margin—
Net margin-7.1%
Net income-$0.08B
Free cash flow—
Operating cash flow-$0.03B
ROE-2.7%
Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.