Total position
$1.0B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)New$759M1.01%Deep value / Contrarian long-term
Baillie GiffordⓘNew$195M0.2%Long-term growth / Global allocation
MarkelNew$63M0.53%Insurance float / Long-term value
GivernyⓘNew$18M0.65%Long-term growth-value
AKONew$0M4.06%Quality growth / Concentrated long-term
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2026 · Source: SEC EDGAR 10-K
3y revenue CAGR -5% · latest net margin 52.8%
Revenue$2.51B
Rev. YoY+4.4%
Gross margin171%
Net margin52.8%
Net income$1.32B
Free cash flow—
Operating cash flow$3.78B
ROE17.9%