Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$613M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+59.83%$566M0.75%Deep value / Contrarian long-term
HoskingⓘTrim-6.31%$47M1.66%Contrarian value / Global diversified
What managers sayⓘ
2026-10-22Colossus (Invest Like the Best / Business Breakdowns)NeutralAffirm: The Internet’s American Express - [Business Breakdowns, EP.249]Detail →
2026-04-20Hosking PartnersBearQ1 2026 - Quarterly Report CommentaryDetail →
2026-03-31Oakmark FundsBullOakmark Fund: First Quarter 2026Detail →
2026-01-19Hosking PartnersBullQ4 2025 - Quarterly Report CommentaryDetail →
2025-04-15Hosking PartnersBearQ1 2025 Quarterly Report CommentaryDetail →
2023-05-31Colossus (Invest Like the Best / Business Breakdowns)NeutralPayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]Detail →
2023-05-17Colossus (Invest Like the Best / Business Breakdowns)NeutralFICO: A High Score Business - [Business Breakdowns, EP.111]Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name