大师持有数 · 近 4 季ⓘ
6
2025Q2 – 2026Q1 · 较上季 -1
持仓机构本季动作仓位价值占其组合风格
Markel持有$800M6.7%保险浮存金 / 长期价值
Givernyⓘ减仓-25.17%$181M6.64%长期成长价值
Punch Card持有$104M38.47%超集中 / 深度价值
Hoskingⓘ减仓-1.83%$73M2.63%反向价值 / 全球多元
Greenlea Lane减仓-5.97%$45M13.14%集中长期价值
Horizon Kineticsⓘ持有$18M0.2%逆向/实物资产
机构如何谈论它ⓘ
2026-05-01Southeastern Asset Management中性Research Perspectives – May 2026详情 →
2025-05-28Hosking Partners看多The Capital Cycle Way详情 →
2023-06-30Oakmark Funds中性The High Price of Low Volatility | U.S. Equity market commentary 2Q23详情 →
2023-01-17Horos Asset Management看多Letter to our co-investors 4Q22详情 →
2023-01-13Patient Capital Management看多“Every new beginning comes from some other beginning’s end.”详情 →
2022-12-31Southeastern Asset Management看多4Q22 Partners Fund Commentary详情 →
2021-12-31Giverny Capital中性Giverny Capital Annual Letter to Partners 2021详情 →
2018-06-30Oakmark Funds中性Bill Nygren Market Commentary | 2Q18详情 →
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 7% · 最新净利率 27.1% · 自由现金流持续为正
营收$247.2B
营收同比-1%
毛利率—
净利率27.1%
净利润$67.0B
自由现金流$25.0B
经营现金流$46.0B
ROE9.3%