Manager holders · last 4 qtrsⓘ
3
2025Q2 – 2026Q1 · +1 QoQ
Total position
$1.0B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘTrim-9.72%$957M7.46%Quality growth / Long-term concentrated
Harris (Oakmark)New$86M0.11%Deep value / Contrarian long-term
AKOAdd+8.42%$0M4.76%Quality growth / Concentrated long-term
What managers sayⓘ
2025-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2025Detail →
2024-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Equity Fund Interim Report 2024Detail →
2023-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2023Detail →
2020-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2020Detail →
2018-12-31FundsmithBearFundsmith Equity Fund Annual Report 2018Detail →
2017-06-30FundsmithBullFundsmith Equity Fund Interim Report 2017Detail →
2016-12-31FundsmithBullFundsmith Equity Fund Annual Report 2016Detail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 3% · latest net margin 20.3% · FCF consistently positive
Revenue$3.17B
Rev. YoY+7%
Gross margin59.3%
Net margin20.3%
Net income$0.64B
Free cash flow$0.54B
Operating cash flow$0.65B
ROE25.1%