Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · flat QoQ
Total position
$90M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-9.28%$77M0.1%Deep value / Contrarian long-term
SprottⓘAdd+10.53%$8M0.24%Precious metals & critical materials / Commodity cycle
HoskingⓘHold$5M0.19%Contrarian value / Global diversified
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -6% · latest net margin 2.7% · FCF consistently positive
Revenue$9.58B
Rev. YoY-4.6%
Gross margin14%
Net margin2.7%
Net income$0.26B
Free cash flow$0.46B
Operating cash flow$0.58B
ROE6%