大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 较上季 +1
持仓机构本季动作仓位价值占其组合风格
Akreⓘ减仓-44.37%$199M3.89%质量成长 / 三脚凳复利
Fundsmithⓘ新建$15M0.11%高质量成长 / 长期集中持有
机构如何谈论它ⓘ
2026-03-31Akre Capital Management看多Akre Focus ETF Q1 2026 Quarterly Commentary详情 →
2022-12-31Giverny Capital看空Giverny Capital Annual Letter to Partners 2022详情 →
2021-11-24Colossus (Invest Like the Best / Business Breakdowns)看多AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]详情 →
2021-04-14Colossus (Invest Like the Best / Business Breakdowns)中性Costco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]详情 →
2019-06-18Colossus (Invest Like the Best / Business Breakdowns)看多Chuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135]详情 →
2015-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2015详情 →
2014-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2014详情 →
2013-12-31Giverny Capital中性Giverny Capital Annual Letter to Partners 2013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 14.3% · 自由现金流持续为正
营收$17.8B
营收同比+6.4%
毛利率51.6%
净利率14.3%
净利润$2.54B
自由现金流$1.59B
经营现金流$2.76B
ROE—