Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · +1 QoQ
Total position
$346M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
RobottiⓘHold$194M31.26%Deep value / Cyclical contrarian
Baillie GiffordⓘAdd+154.93%$111M0.1%Long-term growth / Global allocation
HoskingⓘTrim-16.25%$41M1.47%Contrarian value / Global diversified
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 38% · latest net margin 24.7% · FCF consistently positive
Revenue$1.35B
Rev. YoY+0.5%
Gross margin—
Net margin24.7%
Net income$0.33B
Free cash flow$0.35B
Operating cash flow$0.38B
ROE24.5%