Latest close
$91.20
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| ValueAct Capital | 5.80% | 3,558,200 | ADDED (+8.5%) |
| Lindsell Train | 2.33% | 667,780 | NEW |
| Markel Group | 1.01% | 1,451,800 | HELD |
| Dodge & Cox Funds | 0.39% | 8,060,515 | NEW |
| Ariel Investments | 0.39% | 424,241 | TRIMMED (-3.5%) |
| Oakmark Funds | 0.04% | 343,974 | TRIMMED (-7.0%) |
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.
Exited this quarter: Lone Pine Capital.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 1 sales by 1 insiders ($1.1M).
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).
This stock does not currently pass any tracked screen.
· Super-investor 13F BEST — appeared in 3 of the last 20 quarterly lists; latest 2023 Q3, ranked #50 of 50.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2026 Q1, ranked #11 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 12 | 50.0% | +3.7% | +2.2% | +1.5% |
| Share count tripled (3x) | 2 | 50.0% | +10.4% | +6.3% | +4.1% |
| Heavy exit — 3+ tracked funds sold out together | 2 | 100.0% | +14.5% | +8.1% | +6.4% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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