Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$128M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘNew$89M0.65%Quality growth / Long-term concentrated
MarkelHold$39M0.3%Insurance float / Long-term value
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 6% · latest net margin 19% · FCF consistently positive
Revenue$8.21B
Rev. YoY+8.8%
Gross margin69.8%
Net margin19%
Net income$1.56B
Free cash flow$1.64B
Operating cash flow$2.01B
ROE—