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DIS
DISNEY WALT CO
Tracked Holders (20)
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Kahn Brothers Group | 4.47% | Reduce 4% | 378.9K | $36.5M | Q1 2026 |
| Harry Burn | 3.13% | Add 1% | 970.4K | $93.5M | Q1 2026 |
| Robert Olstein | 2.19% | Reduce 4% | 104.0K | $10.0M | Q1 2026 |
| Thomas Gayner | 1.27% | — | 1.58M | $152.0M | Q1 2026 |
| ValueAct Capital | 4.98% | Reduce 30% | 3.08M | $350.2M | Q4 2025 |
| Viking Global Investors | 3.14% | Add 7% | 11.19M | $1.27B | Q4 2025 |
| Francois Rochon | 2.07% | Add 109% | 544.4K | $61.9M | Q4 2025 |
| Hillman Capital Management | 1.76% | Reduce 11% | 24.5K | $2.8M | Q4 2025 |
| Mason Hawkins | 1.34% | Add 13% | 264.6K | $30.1M | Q4 2025 |
| Lee Ainslie | 0.86% | Reduce 56% | 707.0K | $80.4M | Q4 2025 |
| Sarah Ketterer | 0.85% | Reduce 8% | 546.1K | $62.1M | Q4 2025 |
| John Rogers | 0.69% | Add 12% | 557.6K | $63.4M | Q4 2025 |
| First Eagle Investment Management | 0.68% | Add 0% | 3.38M | $384.3M | Q4 2025 |
| Mairs & Power | 0.32% | Reduce 6% | 296.2K | $33.7M | Q4 2025 |
| Dodge & Cox | 0.02% | Reduce 6% | 270.3K | $30.8M | Q4 2025 |
| Lindsell Train | 11.95% | Buy | 4.09M | $506.9M | Q2 2025 |
| Leon Cooperman | 0.00% | Reduce 16% | 384.7K | $47.7M | Q2 2025 |
| Thomas Russo | 0.00% | Buy | 2.9K | $290K | Q1 2025 |
| William Von Mueffling | 0.00% | Sell 100% | 0 | $0 | Q4 2024 |
| Glenn Welling | 0.35% | Reduce 32% | 12.1K | $1.1M | Q2 2022 |