大师持有数 · 近 5 季ⓘ
3
2025Q2 – 2026Q2 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Harris (Oakmark)加仓+12.53%$1.1B1.44%深度价值 / 逆向长持
Patient Capitalⓘ减仓-1.5%$47M1.53%逆向成长价值 / 时间套利
Marathon减仓-18.26%$23M0.95%资本周期 / 反向价值
机构如何谈论它ⓘ
2026-01-27Patient Capital Management看多4Q25 Quarterly Webinar详情 →
2026-01-16Patient Capital Management看多4Q25 Portfolio Activity and Attribution详情 →
2025-12-31Giverny Capital看空Giverny Capital Annual Letter to Partners 2025详情 →
2025-12-31Southeastern Asset Management中性4Q25 Partners Fund Commentary详情 →
2025-12-31Southeastern Asset Management中性4Q25 Global Fund Commentary详情 →
2025-12-31Oakmark Funds看多Oakmark Fund: Fourth Quarter 2025详情 →
2025-02-05Colossus (Invest Like the Best / Business Breakdowns)中性Jack Henry: VMS King - [Business Breakdowns, EP.206]详情 →
2025-01-12Patient Capital Management中性4Q24 Portfolio Activity and Attribution详情 →
财报电话会ⓘ
财务速览ⓘ
财务速览接入中 — 该标的暂未同步 10-K 数据