Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$179M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-6.62%$178M0.18%Long-term growth / Global allocation
SaberNew$1M0.86%Concentrated value
What managers sayⓘ
2023-09-30Oakmark FundsBearOakmark Fund: Third Quarter 2023 and Fiscal Year-EndDetail →
2023-09-30Oakmark FundsNeutralValue vs. growth: Then and now | U.S. Equity market commentary 3Q23Detail →
2020-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q20Detail →
2019-08-19azvalor Asset ManagementBearQuarterly letter 2Q2019Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2026 · Source: SEC EDGAR 10-K
5y revenue CAGR 17% · latest net margin 7.3% · FCF consistently positive
Revenue$9.55B
Rev. YoY+13.1%
Gross margin—
Net margin7.3%
Net income$0.69B
Free cash flow$2.78B
Operating cash flow$2.94B
ROE8.9%