Latest close
$84.18
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Giverny Capital | 0.87% | 204,779 | ADDED (+1.5%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 471 of 8,857 filers |
| Long-only filers among them | 471 |
| Change vs 2026 Q1 | +80 net · 456 entered · 376 exited |
| Shares reported, all filers | 64,830,060 |
| Reported value, all filers | $8.1B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
2 insiders bought on the open market in the last 90 days (2 purchases, $109.6K), against 0 sales by 0 insiders ($0). Latest buy: Sep 15, 2026.
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Insiders
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· Graham — Sound finances and a long run of profits
· Dividend Growth — Dividends raised for more than 10 years
Key figures
· Buffett — Latest ROE: 12.0% · Years ROE ≥15% (of 10): 8 · 10-yr avg ROE: 19.3% · Latest net income: $107.6M
· Growth — Latest revenue: $405.2M · 5-yr revenue CAGR: 6.0% · Straight growth years: 7
· Graham — Current ratio: 2.63 · Straight profitable years: 17 · Debt ratio: — · Latest net income: $107.6M
· Dividend Growth — Dividend per share: 0.40 · Dividend yield: 0.5% · Straight dividend years: 17 · 10-yr dividend growth: 66.7%
· Insider Net Buying — Buy txns: 2 · Sell txns: 0 · Buy value: $109.6K · Latest buy: Sep 15, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 2 · Buy value: $109.6K · Latest buy: Sep 15, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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