Manager holders · last 2 qtrsⓘ
5
2026Q1 – 2026Q2 · flat QoQ
Total position
$1.1B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-10.23%$783M1.04%Deep value / Contrarian long-term
Baillie GiffordⓘTrim-5.25%$215M0.2%Long-term growth / Global allocation
MarkelAdd+1.14%$73M0.56%Insurance float / Long-term value
GivernyⓘTrim-9.04%$22M0.73%Long-term growth-value
AKOAdd+90.72%$0M10.59%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%