2 managers · $968M totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 3 qtrsⓘ
2
2025Q4 – 2026Q2 · +1 QoQ
Total position
$968M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
TCIⓘNew$722M1.37%Concentrated / Value
EgertonTrim-48.88%$247M2.51%Global growth-value
What managers sayⓘ
2026-10-20Starboard Value LPNeutral2026 Active-Passive Investor Summit – Starboard Value LPDetail →
2026-10-20Starboard Value LPNeutralKnife River Corporation：被低估的骨料平台，利润率改善与战略价值双重路径Detail →
2026-04-16Hosking PartnersNeutralFirst Impressions: Q&A with Michael GodfreyDetail →
2024-12-27Colossus (Invest Like the Best / Business Breakdowns)Bull2024 Anecdotes to Remember - [Business Breakdowns, EP.198]Detail →
2024-08-21Colossus (Invest Like the Best / Business Breakdowns)Bull5 Handpicked Highlights - [Business Breakdowns, EP.179]Detail →
2024-02-28Colossus (Invest Like the Best / Business Breakdowns)BullVulcan Materials: Rock On - [Business Breakdowns, EP.151]Detail →
2023-11-10Voss CapitalNeutralPaving the Road to Alpha — Long CRHDetail →
2023-07-26Colossus (Invest Like the Best / Business Breakdowns)NeutralCopart: The Car Undertaker - [Business Breakdowns, EP.121]Detail →
Earnings Callsⓘ
Q1 2026April 29, 2026
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