Manager holders · last 5 qtrsⓘ
4
2025Q2 – 2026Q2 · +2 QoQ
Total position
$747M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-0.68%$471M0.43%Long-term growth / Global allocation
MarkelAdd+2.68%$249M1.9%Insurance float / Long-term value
GivernyⓘNew$27M0.92%Long-term growth-value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 4% · latest net margin 6.9% · FCF consistently positive
Revenue$7.24B
Rev. YoY-5%
Gross margin28%
Net margin6.9%
Net income$0.50B
Free cash flow$0.54B
Operating cash flow$0.57B
ROE17.9%