大师持有数 · 近 4 季ⓘ
2
2025Q2 – 2026Q1 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Baillie Giffordⓘ减仓-5.64%$189M0.19%长期成长 / 全球配置
Patient Capitalⓘ减仓-5.38%$67M2.46%逆向成长价值 / 时间套利
机构如何谈论它ⓘ
2026-07-10Patient Capital Management看多Finding Patience in... an Early 2000s Hip-Hop Song?详情 →
2026-01-16Patient Capital Management看多4Q25 Portfolio Activity and Attribution详情 →
2025-04-09Patient Capital Management看多1Q25 Portfolio Activity and Attribution详情 →
2024-07-11Patient Capital Management看多“It was the best of times, it was the worst of times…”详情 →
2024-07-10Patient Capital Management看多2Q24 Portfolio Activity and Attribution详情 →
2024-04-11Patient Capital Management看多A Differentiated View on Diversification详情 →
2024-01-17Patient Capital Management看多"The big money is not in the buying and selling, but in the waiting.” - Charlie Munger详情 →
2024-01-17Patient Capital Management看多4Q23 Portfolio Activity and Attribution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 -1% · 最新净利率 19.6% · 自由现金流持续为正
营收$4.34B
营收同比-0.7%
毛利率66.1%
净利率19.6%
净利润$0.85B
自由现金流$0.93B
经营现金流$1.08B
ROE31.2%