Manager holders · last 4 qtrsⓘ
1
2025Q2 – 2026Q1 · flat QoQ
Total position
$839M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
LingottoTrim-2.29%$836M16.52%High-conviction growth / Innovation-led
GreenlightNew$3M0.14%Value / Long-short
What managers sayⓘ
2025-01-31Cobas Asset ManagementBullComment Second Semester 2024Detail →
2024-07-23Cobas Asset ManagementNeutralComment First Semester 2024Detail →
2023-07-27Cobas Asset ManagementNeutralComments on First Semester 2023Detail →
2023-07-21Patient Capital ManagementNeutral2Q23 Opportunity Equity Portfolio Activity and AttributionDetail →
2023-02-02Cobas Asset ManagementBullComments on Fourth Quarter 2022Detail →
2022-07-27Cobas Asset ManagementNeutralComments on Second Quarter 2022Detail →
2022-07-15Patient Capital ManagementBullExtreme Times: A Once in a Decade Opportunity?Detail →
2022-04-29Cobas Asset ManagementNeutralComments on First Quarter 2022Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 2% · latest net margin 8.2% · FCF consistently positive
Revenue$17.3B
Rev. YoY+4.3%
Gross margin51.8%
Net margin8.2%
Net income$1.41B
Free cash flow$1.15B
Operating cash flow$1.65B
ROE17.8%