3 managers · $397M totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · -1 QoQ
Total position
$397M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-1.4%$291M0.26%Long-term growth / Global allocation
VossⓘTrim-9.35%$96M4.45%GARP / Growth-Value blend
SoutheasternⓘTrim-74.77%$10M0.5%Deep value / Concentrated
What managers sayⓘ
2026-07-01Baillie Gifford US Growth TrustBullBaillie Gifford US Growth Trust Valuation - 31 May 2026Detail →
2026-06-30Voss CapitalNeutralVoss Capital Q2 2026 Letter to PartnersDetail →
2025-12-31Southeastern Asset ManagementBear4Q25 Asia Pacific CommentaryDetail →
2025-03-31Voss CapitalBullVoss Capital Q1 2025 Letter to PartnersDetail →
2024-06-30Southeastern Asset ManagementBull2Q24 Asia Pacific CommentaryDetail →
2024-03-31Southeastern Asset ManagementBull1Q24 Asia Pacific CommentaryDetail →
Earnings Callsⓘ
Q2 2026August 12, 2026
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This quarter far exceeded expectations, marking the 13th consecutive quarter of double-digit growth, with revenue growth accelerating to +22.2%.
Net sales $1.77B (+22.2%) — US +15.5%, international +36.6%; adjusted EPS $1.26 (+30%).
Cooking & Beverages +36.5% and Beauty & Home +65.3% led the gains, driven by new products such as the Crispi microwave and AutoBarista; TikTok Shop expanded to seven countries, with AI-driven ad placement delivering results. Full-year guidance raised: sales +16%–17%, EPS $6.45–6.55, including $247M in tariff rebates.
Tariffs remain a headwind, but management's tone is optimistic.