Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$138M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SandsⓘTrim-8.57%$109M0.43%High-conviction growth / Innovation-led
Third PointⓘNew$29M1.39%Aggressive value / Event-driven
What managers sayⓘ
2022-10-12Bireme CapitalNeutralStocktober #3: Ziff DavisDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 16% · latest net margin 23.5% · FCF consistently positive
Revenue$8.83B
Rev. YoY+11.2%
Gross margin60.1%
Net margin23.5%
Net income$2.07B
Free cash flow$1.82B
Operating cash flow$2.04B
ROE—