Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$111M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+4.31%$96M0.13%Deep value / Contrarian long-term
MarathonAdd+34.19%$15M0.59%Capital cycle / Contrarian value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 12% · latest net margin 32.9% · FCF volatile
Revenue$12.0B
Rev. YoY+8.9%
Gross margin86.2%
Net margin32.9%
Net income$3.95B
Free cash flow$3.19B
Operating cash flow$3.63B
ROE21.2%