Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$661M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Third PointⓘNew$533M11.39%Aggressive value / Event-driven
Harris (Oakmark)Trim-85.39%$128M0.17%Deep value / Contrarian long-term
What managers sayⓘ
2026-07-31Third PointBullThird Point July 2026 Monthly ReportDetail →
2026-06-30Third PointBullThird Point June 2026 Monthly ReportDetail →
2026-05-31Third PointBullThird Point May 2026 Monthly ReportDetail →
2026-04-30Third PointBullThird Point April 2026 Monthly ReportDetail →
2025-12-31Southeastern Asset ManagementNeutral4Q25 Partners Fund CommentaryDetail →
2025-12-31Southeastern Asset ManagementNeutral4Q25 Global Fund CommentaryDetail →
2025-12-31Oakmark FundsBullOakmark Fund: Fourth Quarter 2025Detail →
2025-09-30Oakmark FundsBullOakmark Fund: Third Calendar Quarter 2025Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 32% · latest net margin 1.9% · FCF consistently positive
Revenue$37.3B
Rev. YoY-5.1%
Gross margin—
Net margin1.9%
Net income$0.73B
Free cash flow$3.09B
Operating cash flow$4.32B
ROE2%