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136 of 137 reporting

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DIS

Disney Walt Co

Owners
31 of 136
Q4→Q1
1 new · 2 exit
Featured long
$3.7B

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Lindsell Train 9.9% −7.9%
  2. Corvex Management 8.3% +11.2%
  3. Kahn Brothers Group 6.5% −3.9%
  4. Andreas Halvorsen Viking Global Investors 3.6% +18.8%
  5. Harry Burn Sound Shore Management 3.1% +1.2%
  6. Robert Olstein Olstein Capital Management 2.2% −3.6%
  7. Dan Sundheim D1 Capital Partners 2.0% +6.3%
  8. Francois Rochon Giverny Capital 1.9% −1.5%
  9. Christopher Bloomstran Semper Augustus Investments Group 1.8% +4.7%
  10. Don Yacktman Yacktman Asset Management 1.7% +1.0%
  11. Hillman Capital Management 1.7% +0.2%
  12. Thomas Gayner Markel Group 1.6%
  13. Arnold Van Den Berg Van Den Berg Management I 1.5% −0.2%
  14. Farallon Capital Management 1.3% −41.8%
  15. Steven Check Check Capital Management 1.2% +0.4%
  16. Duan Yongping H&H International Investment 0.7% +112.3%
  17. John Rogers Ariel Investments 0.7% +17.3%
  18. Valueact Capital Valueact Holdings 0.7% −87.0%
  19. First Eagle Investment Management 0.7% +52.6%
  20. Sarah Ketterer Causeway Capital Management 0.7% +2.5%
  21. Murphy Pohlad Murphy Pohlad Asset Management 0.6% −1.9%
  22. Kentucky Trust Co. Kentucky Trust 0.4% +0.2%
  23. Davidson Kempner Capital Management 0.3% −20.0%
  24. Mairs & Power 0.2% −19.0%
  25. Richard Pzena Pzena Investment Management 0.03%
  26. Dodge & Cox 0.01% −1.3%
  27. George Soros Soros Fund Management 0.01% −98.5%
  28. First Pacific Advisors 0.01% New
  29. Lee Ainslie Maverick Capital 0.01% −99.0%
  30. Murray Stahl Horizon Kinetics Asset Management −0.2%
  31. Thomas Russo Gardner Russo & Quinn +0.3%

31 current · 2 exit · click a manager to enter their lot

long equity only · options excluded · as-of 31 Mar 2026 · missing managers stay out · 2025 Q4→2026 Q1 from filings