中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026

Mastercard Inc

Q2 2026: held by 16 giants, composite weight 1.74%, consensus rank 6; this quarter 7 bought and 5 sold. Quarter-end price $513.60 (Jun 30, 2026).

Giants holding
16
previous quarter 15
Composite weight
1.74%
consensus rank 6
Quarter-end price
$513.60
Jun 30, 2026
Avg est. costest.
$306.72
vs quarter-end price +67%
I

Held by 16 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Chuck Akre20.0%1.99M$1.0BQ1 201066$71.10est.+622%Trimmed
Dev Kantesaria17.6%1.07M$547.5MQ4 201639$326.55est.start point+57%Trimmed
Guy Spier14.3%40.0K$20.5MQ4 201447$86.16est.start point+496%Held
Mark Massey9.3%764.5K$392.7MQ4 201447$404.22est.start point+27%Added
Tom Russo8.8%1.52M$781.9MQ3 200872$29.32est.+1652%Trimmed
C.T. Fitzpatrick7.9%503.0K$258.3MQ4 201063$322.27est.start point+59%Added
Bill Ackman5.6%2.12M$1.1BQ2 20261$506.63est.+1%New
Wally Weitz5.2%145.3K$74.7MQ4 201447$106.68est.+381%Trimmed
Terry Smith4.6%1.64M$841.3MQ2 20261$506.63est.+1%New
Jensen4.3%347.7K$178.6MQ3 201544$215.11est.+139%Trimmed
AKO Capital2.3%189.9K$97.6MQ4 20253$548.31est.−6%Added
Tom Gayner0.8%207.5K$106.6MQ3 201160$95.88est.+436%Held
Francois Rochon0.5%28.8K$14.8MQ1 201546$363.87est.start point+41%Added
Yacktman0.1%11.7K$6.0MQ1 202026$296.98est.+73%Held
Christopher Bloomstran0.0%658$338KQ1 20262$535.27est.−4%Held
Glenn Greenberg0.0%1.2K$602KQ3 20248$492.53est.+4%Added
II

Cost Map: 14 of 16 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$200.00$400.00Tom RussoChuck AkreGuy SpierTom GaynerWally WeitzJensenYacktmanC.T. FitzpatrickDev KantesariaFrancois RochonMark MasseyGlenn GreenbergBill AckmanTerry SmithChristopher Bloomst…AKO Capital
III

Quarter-End Price (Split-Adjusted)

From Q3 2006, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$200.00$400.00Q3 2006Q3 2008Q3 2010Q3 2012Q3 2014Q3 2016Q3 2018Q3 2020Q3 2022Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding051015Q3 2006Q3 2008Q3 2010Q3 2012Q3 2014Q3 2016Q3 2018Q3 2020Q3 2022Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter10505Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.5%1.0%1.5%Q3 2006Q3 2008Q3 2010Q3 2012Q3 2014Q3 2016Q3 2018Q3 2020Q3 2022Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Chuck Akre 20.0% · since Q1 2010

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q1 2010Q4 2011Q3 2013Q2 2015Q1 2017Q4 2018Q3 2020Q2 2022Q1 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−291.2K1.99M20.0%$499.66 → $513.60$506.63$71.10
Q1 2026Trimmed−724.2K2.28M18.6%$570.88 → $499.66$535.27$71.10
Q4 2025Trimmed−150.3K3.01M18.8%$568.81 → $570.88$569.84$71.10
Q3 2025Trimmed−139.7K3.16M17.9%$561.94 → $568.81$565.38$71.10
Q2 2025Trimmed−35.8K3.30M18.1%$548.12 → $561.94$555.03$71.10
Q1 2025Trimmed−372.7K3.33M17.6%$526.57 → $548.12$537.35$71.10
Q4 2024Trimmed−216.9K3.70M16.9%$493.80 → $526.57$510.19$71.10
Q3 2024Trimmed−118.8K3.92M16.1%$441.16 → $493.80$467.48$71.10
Q2 2024Trimmed−570.9K4.04M15.7%$481.57 → $441.16$461.37$71.10
Q1 2024Trimmed−451.5K4.61M18.4%$426.51 → $481.57$454.04$71.10
Q4 2023Trimmed−788.9K5.06M18.2%$395.91 → $426.51$411.21$71.10
Q2 2020Added+97.6K5.88M13.1%$241.56 → $295.70$268.63$71.10
Q1 2020Added+459.4K5.79M13.6%$298.59 → $241.56$270.07$67.77
Q1 2017Added+627.8K5.33M9.9%$103.25 → $112.47$107.86$50.32
Q3 2015Added+376.3K4.71M9.8%$93.48 → $90.12$91.80$42.64
Q2 2015Added+67.4K4.33M9.7%$86.39 → $93.48$89.93$38.37
Q2 2014Added+315.3K4.28M9.1%$74.70 → $73.47$74.09$37.55
Q2 2013Added+54.3K396.1K10.3%$541.13 → $574.50$557.82$346.45
Q3 2012Added+5.3K343.3K12.1%$430.11 → $451.48$440.79$312.90
Q2 2012Added+62.3K337.9K11.7%$420.54 → $430.11$425.32$310.88
Q1 2012Added+84.0K275.6K11.6%$372.82 → $420.54$396.68$285.01
Q4 2011Added+4.6K191.6K11.1%$317.16 → $372.82$344.99$236.06
Q3 2011Added+1.5K187.0K11.4%$301.34 → $317.16$309.25$233.38
Q2 2011Added+26.3K185.5K10.0%$251.72 → $301.34$276.53$232.76
Q1 2011Added+19.3K159.2K7.8%$224.11 → $251.72$237.91$225.53
Q4 2010Added+79.9K139.9K6.6%$224.00 → $224.11$224.05$223.82
Q3 2010Added+30.0K60.0K3.4%$199.53 → $224.00$211.77$223.50
Q2 2010Added+21.0K30.0K1.7%$254.00 → $199.53$226.77$235.23
Q1 2010New+9.0K9.0K0.7%$255.98 → $254.00$254.99$254.99
Dev Kantesaria 17.6% · since Q4 2016

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−421.6K1.07M17.6%$499.66 → $513.60$506.63$326.55
Q1 2023Trimmed−66.6K1.49M20.5%$347.73 → $363.41$355.57$326.55
Q4 2022Trimmed−18.8K1.56M22.0%$284.34 → $347.73$316.04$326.55
Q2 2022Added+32.6K1.57M22.2%$357.38 → $315.48$336.43$326.55
Q1 2022Added+101.2K1.54M21.0%$359.32 → $357.38$358.35$326.34
Q4 2021Added+59.6K1.44M19.6%$347.68 → $359.32$353.50$324.09
Q3 2021Added+28.3K1.38M19.1%$365.09 → $347.68$356.39$322.82
Q2 2021Added+10.7K1.35M19.2%$356.05 → $365.09$360.57$322.12
Q1 2021Added+665.5K1.34M22.6%$356.94 → $356.05$356.49$321.82
Q4 2020Added+232.0K676.6K22.4%$338.17 → $356.94$347.55$287.70
Q3 2020Added+3.5K444.6K16.3%$295.70 → $338.17$316.93$256.48
Q2 2020Added+265.5K441.1K15.9%$241.56 → $295.70$268.63$256.00
Q1 2020Added+90.8K175.7K9.0%$298.59 → $241.56$270.07$236.91
Q4 2019Added+8.0K84.8K4.9%$271.57 → $298.59$285.08$201.43
Q3 2019Added+41.1K76.8K4.7%$264.53 → $271.57$268.05$192.72
Q4 2018Added+1.0K35.8K2.6%$222.61 → $188.65$205.63$106.11
Guy Spier 14.3% · since Q4 2014

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2016Q3 2017Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—40.0K14.3%$499.66 → $513.60—$86.16
Q4 2025Trimmed−25.8K40.0K15.5%$568.81 → $570.88$569.84$86.16
Mark Massey 9.3% · since Q4 2014

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2016Q3 2017Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+241.7K764.5K9.3%$499.66 → $513.60$506.63$404.22
Q1 2026Trimmed−19.0K522.8K6.3%$570.88 → $499.66$535.27$356.89
Q4 2025Trimmed−42.2K541.8K6.1%$568.81 → $570.88$569.84$356.89
Q4 2024Trimmed−33.8K586.3K6.2%$493.80 → $526.57$510.19$356.89
Q3 2024Added+353.0K620.0K6.0%$441.16 → $493.80$467.48$356.89
Q1 2024Trimmed−2.0K267.0K2.8%$426.51 → $481.57$454.04$210.69
Q4 2023Trimmed−11.5K269.0K2.6%$395.91 → $426.51$411.21$210.69
Q3 2023Trimmed−14.1K280.5K2.8%$393.30 → $395.91$394.61$210.69
Q1 2023Trimmed−6.5K294.5K2.9%$347.73 → $363.41$355.57$210.69
Q4 2022Trimmed−27.2K301.0K3.3%$284.34 → $347.73$316.04$210.69
Q3 2022Added+79.7K328.2K3.1%$315.48 → $284.34$299.91$210.69
Q2 2022Trimmed−2.8K248.4K2.4%$357.38 → $315.48$336.43$182.06
Q4 2021Added+75.0K251.2K2.4%$347.68 → $359.32$353.50$182.06
Q4 2020Trimmed−210.7K176.2K2.6%$338.17 → $356.94$347.55$109.11
Q3 2020Trimmed−25.0K386.9K6.2%$295.70 → $338.17$316.93$109.11
Q2 2020Added+50.0K411.9K6.2%$241.56 → $295.70$268.63$109.11
Q1 2020Trimmed−35.0K361.9K5.6%$298.59 → $241.56$270.07$87.07
Q1 2017Trimmed−5.4K398.3K6.6%$103.25 → $112.47$107.86$87.07
Tom Russo 8.8% · since Q3 2008

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2008Q2 2010Q3 2013Q2 2015Q1 2017Q4 2018Q3 2020Q2 2022Q1 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−32.7K1.52M8.8%$499.66 → $513.60$506.63$29.32
Q1 2026Trimmed−30.9K1.56M9.1%$570.88 → $499.66$535.27$29.32
Q4 2025Trimmed−34.3K1.59M9.8%$568.81 → $570.88$569.84$29.32
Q3 2025Trimmed−62.8K1.62M9.9%$561.94 → $568.81$565.38$29.32
Q2 2025Trimmed−33.3K1.68M10.1%$548.12 → $561.94$555.03$29.32
Q1 2025Trimmed−168.3K1.72M10.5%$526.57 → $548.12$537.35$29.32
Q4 2024Trimmed−126.6K1.88M11.2%$493.80 → $526.57$510.19$29.32
Q3 2024Trimmed−45.0K2.01M10.2%$441.16 → $493.80$467.48$29.32
Q2 2024Trimmed−43.9K2.06M9.6%$481.57 → $441.16$461.37$29.32
Q1 2024Trimmed−202.0K2.10M10.4%$426.51 → $481.57$454.04$29.32
Q4 2023Trimmed−80.7K2.30M10.0%$395.91 → $426.51$411.21$29.32
Q3 2023Trimmed−34.3K2.38M10.3%$393.30 → $395.91$394.61$29.32
Q2 2023Trimmed−57.6K2.42M9.4%$363.41 → $393.30$378.36$29.32
Q1 2023Trimmed−22.9K2.47M9.3%$347.73 → $363.41$355.57$29.32
Q4 2022Trimmed−164.1K2.50M9.6%$284.34 → $347.73$316.04$29.32
Q3 2022Trimmed−44.9K2.66M9.2%$315.48 → $284.34$299.91$29.32
Q2 2022Trimmed−91.4K2.71M9.6%$357.38 → $315.48$336.43$29.32
Q1 2022Trimmed−260.0K2.80M9.6%$359.32 → $357.38$358.35$29.32
Q4 2021Trimmed−97.7K3.06M9.8%$347.68 → $359.32$353.50$29.32
Q3 2021Trimmed−252.2K3.16M10.1%$365.09 → $347.68$356.39$29.32
Q2 2021Trimmed−166.2K3.41M10.5%$356.05 → $365.09$360.57$29.32
Q1 2021Trimmed−755.9K3.57M11.6%$356.94 → $356.05$356.49$29.32
Q4 2020Trimmed−561.4K4.33M14.0%$338.17 → $356.94$347.55$29.32
Q3 2020Trimmed−515.6K4.89M16.1%$295.70 → $338.17$316.93$29.32
Q2 2020Trimmed−570.5K5.41M16.2%$241.56 → $295.70$268.63$29.32
Q1 2020Trimmed−402.9K5.98M14.6%$298.59 → $241.56$270.07$29.32
Q4 2019Trimmed−291.7K6.38M14.6%$271.57 → $298.59$285.08$29.32
Q3 2019Trimmed−242.8K6.67M14.1%$264.53 → $271.57$268.05$29.32
Q2 2019Trimmed−521.7K6.91M13.9%$235.45 → $264.53$249.99$29.32
Q1 2019Trimmed−641.2K7.44M13.6%$188.65 → $235.45$212.05$29.32
Q4 2018Trimmed−273.6K8.08M12.7%$222.61 → $188.65$205.63$29.32
Q3 2018Trimmed−308.3K8.35M13.4%$196.52 → $222.61$209.57$29.32
Q2 2018Trimmed−287.0K8.66M12.4%$175.16 → $196.52$185.84$29.32
Q1 2018Trimmed−199.7K8.95M10.9%$151.36 → $175.16$163.26$29.32
Q4 2017Trimmed−355.5K9.15M9.5%$141.20 → $151.36$146.28$29.32
Q3 2017Trimmed−56.9K9.50M9.5%$121.45 → $141.20$131.32$29.32
Q1 2017Trimmed−77.7K9.53M8.3%$103.25 → $112.47$107.86$29.32
Q4 2016Trimmed−171.9K9.60M8.4%$101.77 → $103.25$102.51$29.32
Q4 2015Trimmed−229.3K9.70M8.1%$90.12 → $97.36$93.74$29.32
Q3 2015Trimmed−101.6K9.93M8.1%$93.48 → $90.12$91.80$29.32
Q3 2014Added+67.2K9.96M6.9%$73.47 → $73.92$73.69$29.32
Q2 2014Added+62.2K9.89M6.7%$74.70 → $73.47$74.09$29.02
Q1 2014Trimmed−79.9K9.83M7.1%$835.46 → $74.70$79.12$28.73
Q4 2013Trimmed−11.2K990.7K8.2%$672.78 → $835.46$754.12$287.32
Q3 2013Added+22.0K1.00M7.2%$574.50 → $672.78$623.64$287.32
Q2 2013Added+36.0K980.0K6.6%$541.13 → $574.50$557.82$279.78
Q3 2011Added+10.6K754.7K5.0%$301.34 → $317.16$309.25$225.05
Q2 2011Added+55.1K744.1K4.2%$251.72 → $301.34$276.53$223.85
Q1 2011Added+91.6K689.0K3.5%$224.11 → $251.72$237.91$219.64
Q4 2010Added+90.5K597.4K5.1%$224.00 → $224.11$224.05$216.84
Q3 2010Added+182.9K506.8K4.8%$199.53 → $224.00$211.77$215.55
Q2 2010Added+222.3K323.9K3.0%$254.00 → $199.53$226.77$217.68
Q1 2010Added+13.8K101.6K1.1%$255.98 → $254.00$254.99$197.82
Q4 2009Added+6.2K87.8K1.2%$202.15 → $255.98$229.06$188.81
Q3 2009Added+5.0K81.6K0.9%$167.31 → $202.15$184.73$185.74
Q2 2009Added+22.8K76.6K0.7%$167.48 → $167.31$167.39$185.81
Q1 2009Added+62053.8K0.6%$142.93 → $167.48$155.20$193.60
Q4 2008Added+23.8K53.2K0.4%$177.33 → $142.93$160.13$194.04
Q3 2008New+29.4K29.4K0.2%$265.52 → $177.33$221.42$221.42
C.T. Fitzpatrick 7.9% · since Q4 2010

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2012Q2 2014Q1 2016Q3 2017Q1 2019Q3 2020Q1 2022Q3 2023Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+119.8K503.0K7.9%$499.66 → $513.60$506.63$322.27
Q1 2026Trimmed−66.0K383.2K5.1%$570.88 → $499.66$535.27$264.63
Q4 2025Trimmed−17.0K449.2K4.7%$568.81 → $570.88$569.84$264.63
Q3 2025Added+28.3K466.2K4.8%$561.94 → $568.81$565.38$264.63
Q2 2025Trimmed−136.5K437.9K4.5%$548.12 → $561.94$555.03$245.18
Q1 2025Trimmed−80.8K574.3K5.9%$526.57 → $548.12$537.35$245.18
Q4 2024Added+11.5K655.1K5.8%$493.80 → $526.57$510.19$245.18
Q3 2024Trimmed−45.3K643.7K5.3%$441.16 → $493.80$467.48$240.45
Q2 2024Trimmed−14.2K689.0K4.6%$481.57 → $441.16$461.37$240.45
Q1 2024Trimmed−40.4K703.2K4.9%$426.51 → $481.57$454.04$240.45
Q4 2023Trimmed−70.7K743.6K4.7%$395.91 → $426.51$411.21$240.45
Q3 2023Trimmed−218.5K814.3K4.9%$393.30 → $395.91$394.61$240.45
Q2 2023Trimmed−58.7K1.03M5.1%$363.41 → $393.30$378.36$240.45
Q1 2023Trimmed−310.5K1.09M5.0%$347.73 → $363.41$355.57$240.45
Q4 2022Trimmed−283.9K1.40M6.5%$284.34 → $347.73$316.04$240.45
Q3 2022Trimmed−780.7K1.69M5.6%$315.48 → $284.34$299.91$240.45
Q2 2022Trimmed−758.9K2.47M7.6%$357.38 → $315.48$336.43$240.45
Q1 2022Trimmed−752.7K3.23M7.1%$359.32 → $357.38$358.35$240.45
Q4 2021Added+119.2K3.98M7.3%$347.68 → $359.32$353.50$240.45
Q3 2021Added+235.0K3.86M7.2%$365.09 → $347.68$356.39$236.96
Q2 2021Trimmed−53.2K3.62M7.2%$356.05 → $365.09$360.57$229.22
Q1 2021Added+391.5K3.68M7.7%$356.94 → $356.05$356.49$229.22
Q4 2020Added+390.2K3.29M7.6%$338.17 → $356.94$347.55$214.05
Q3 2020Trimmed−60.0K2.90M7.6%$295.70 → $338.17$316.93$196.07
Q2 2020Added+1.06M2.96M6.9%$241.56 → $295.70$268.63$196.07
Q1 2020Trimmed−299.3K1.90M4.8%$298.59 → $241.56$270.07$155.71
Q4 2019Added+441.2K2.20M5.0%$271.57 → $298.59$285.08$155.71
Q3 2019Added+162.6K1.76M4.0%$264.53 → $271.57$268.05$123.23
Q2 2019Trimmed−1.68M1.59M3.8%$235.45 → $264.53$249.99$108.47
Q1 2019Trimmed−393.8K3.28M6.7%$188.65 → $235.45$212.05$108.47
Q4 2018Added+1.01M3.67M6.4%$222.61 → $188.65$205.63$108.47
Q3 2018Trimmed−186.9K2.67M4.3%$196.52 → $222.61$209.57$71.83
Q2 2018Trimmed−324.0K2.85M4.3%$175.16 → $196.52$185.84$71.83
Q1 2018Trimmed−301.2K3.18M4.5%$151.36 → $175.16$163.26$71.83
Q4 2017Trimmed−400.0K3.48M4.3%$141.20 → $151.36$146.28$71.83
Q3 2017Trimmed−190.3K3.88M4.7%$121.45 → $141.20$131.32$71.83
Q2 2017Added+203.3K4.07M4.4%$112.47 → $121.45$116.96$71.83
Q1 2017Added+42.0K3.87M3.8%$103.25 → $112.47$107.86$69.46
Q4 2016Trimmed−94.7K3.82M3.5%$101.77 → $103.25$102.51$69.04
Q3 2016Trimmed−115.3K3.92M3.7%$88.06 → $101.77$94.91$69.04
Q1 2016Trimmed−42.3K4.04M3.4%$97.36 → $94.50$95.93$69.04
Q3 2015Added+370.9K4.07M3.6%$93.48 → $90.12$91.80$69.04
Q2 2015Added+267.3K3.70M3.3%$86.39 → $93.48$89.93$66.75
Q1 2015Trimmed−632.5K3.43M3.0%$86.16 → $86.39$86.27$64.95
Q4 2014Added+310.7K4.06M4.0%$73.92 → $86.16$80.04$64.95
Q2 2014Added+542.1K2.87M3.1%$74.70 → $73.47$74.09$60.62
Q1 2014Added+423.2K2.33M3.1%$835.46 → $74.70$79.12$57.48
Q4 2013Added+31.8K190.5K3.3%$672.78 → $835.46$754.12$526.76
Q3 2013Added+33.9K158.6K3.3%$574.50 → $672.78$623.64$481.12
Q1 2013Added+22.4K102.5K3.1%$491.28 → $541.13$516.21$417.33
Q4 2012Added+28.1K80.1K3.3%$451.48 → $491.28$471.38$389.70
Q3 2012Added+19.1K52.0K2.8%$430.11 → $451.48$440.79$345.53
Bill Ackman 5.6% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+2.12M2.12M5.6%$499.66 → $513.60$506.63$506.63
Wally Weitz 5.2% · since Q4 2014

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q4 2014Q1 2016Q2 2017Q3 2018Q4 2019Q1 2021Q2 2022Q3 2023Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.6K145.3K5.2%$499.66 → $513.60$506.63$106.68
Q1 2026Trimmed−8.9K147.0K5.1%$570.88 → $499.66$535.27$106.68
Q3 2025Trimmed−9.2K155.9K4.8%$561.94 → $568.81$565.38$106.68
Q2 2025Trimmed−14.0K165.1K5.0%$548.12 → $561.94$555.03$106.68
Q1 2025Trimmed−8.0K179.1K5.2%$526.57 → $548.12$537.35$106.68
Q4 2024Trimmed−16.3K187.1K5.1%$493.80 → $526.57$510.19$106.68
Q4 2023Trimmed−10.0K203.3K4.6%$395.91 → $426.51$411.21$106.68
Q1 2023Trimmed−10.0K214.1K4.5%$347.73 → $363.41$355.57$106.68
Q4 2022Trimmed−10.0K224.1K4.5%$284.34 → $347.73$316.04$106.68
Q2 2022Trimmed−25.0K234.1K3.9%$357.38 → $315.48$336.43$106.68
Q4 2021Added+11.3K257.9K3.8%$347.68 → $359.32$353.50$106.68
Q3 2021Added+5.8K246.6K3.6%$365.09 → $347.68$356.39$95.37
Q3 2020Trimmed−25.0K241.1K3.9%$295.70 → $338.17$316.93$89.14
Q2 2020Trimmed−27.5K266.1K3.9%$241.56 → $295.70$268.63$89.14
Q1 2020Trimmed−2.8K293.6K3.8%$298.59 → $241.56$270.07$89.14
Q4 2019Trimmed−40.5K296.3K3.5%$271.57 → $298.59$285.08$89.14
Q3 2019Trimmed−46.9K336.8K3.8%$264.53 → $271.57$268.05$89.14
Q2 2019Trimmed−23.9K383.8K4.1%$235.45 → $264.53$249.99$89.14
Q1 2019Trimmed−44.6K407.6K4.0%$188.65 → $235.45$212.05$89.14
Q4 2018Trimmed−5.3K452.2K4.0%$222.61 → $188.65$205.63$89.14
Q3 2018Trimmed−36.6K457.5K4.2%$196.52 → $222.61$209.57$89.14
Q2 2018Trimmed−36.1K494.1K4.2%$175.16 → $196.52$185.84$89.14
Q1 2018Trimmed−140.9K530.2K4.0%$151.36 → $175.16$163.26$89.14
Q4 2017Trimmed−38.5K671.1K4.3%$141.20 → $151.36$146.28$89.14
Q3 2017Trimmed−34.0K709.6K4.2%$121.45 → $141.20$131.32$89.14
Q1 2017Trimmed−45.8K745.1K3.5%$103.25 → $112.47$107.86$89.14
Q4 2016Trimmed−6.1K790.9K3.3%$101.77 → $103.25$102.51$89.14
Q3 2016Added+69.0K797.0K3.1%$88.06 → $101.77$94.91$89.14
Q2 2016Added+60.4K728.1K2.4%$94.50 → $88.06$91.28$88.60
Q1 2016Added+271.8K667.6K2.2%$97.36 → $94.50$95.93$88.35
Q4 2015Added+26.3K395.9K1.3%$90.12 → $97.36$93.74$83.15
Q3 2015Added+54.4K369.5K1.0%$93.48 → $90.12$91.80$82.40
Q2 2015Added+10.3K315.1K0.8%$86.39 → $93.48$89.93$80.77
Q1 2015Added+20.7K304.8K0.7%$86.16 → $86.39$86.27$80.46
Q4 2014New+284.1K284.1K0.7%$73.92 → $86.16$80.04$80.04
Terry Smith 4.6% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+1.64M1.64M4.6%$499.66 → $513.60$506.63$506.63
Jensen 4.3% · since Q3 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2015Q4 2016Q1 2018Q2 2019Q3 2020Q4 2021Q1 2023Q2 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−143.2K347.7K4.3%$499.66 → $513.60$506.63$215.11
Q1 2026Added+8.2K490.9K4.8%$570.88 → $499.66$535.27$215.11
Q4 2025Trimmed−98.8K482.7K4.3%$568.81 → $570.88$569.84$209.68
Q3 2025Trimmed−39.4K581.5K4.1%$561.94 → $568.81$565.38$209.68
Q2 2025Trimmed−67.9K621.0K4.1%$548.12 → $561.94$555.03$209.68
Q1 2025Trimmed−252.7K688.9K4.2%$526.57 → $548.12$537.35$209.68
Q4 2024Trimmed−13.0K941.6K4.5%$493.80 → $526.57$510.19$209.68
Q3 2024Trimmed−55.6K954.6K3.9%$441.16 → $493.80$467.48$209.68
Q2 2024Trimmed−39.2K1.01M3.6%$481.57 → $441.16$461.37$209.68
Q4 2023Trimmed−23.9K1.05M3.4%$395.91 → $426.51$411.21$209.68
Q3 2023Added+29.3K1.08M3.4%$393.30 → $395.91$394.61$209.68
Q2 2023Added+10.8K1.05M3.0%$363.41 → $393.30$378.36$204.52
Q1 2023Trimmed−35.6K1.04M2.9%$347.73 → $363.41$355.57$202.70
Q4 2022Added+53.8K1.07M2.9%$284.34 → $347.73$316.04$202.70
Q2 2022Added+32.0K1.02M2.7%$357.38 → $315.48$336.43$196.72
Q1 2022Added+99.8K990.8K2.6%$359.32 → $357.38$358.35$192.21
Q4 2021Added+156.3K891.1K2.3%$347.68 → $359.32$353.50$173.61
Q3 2021Trimmed−49.3K734.8K2.0%$365.09 → $347.68$356.39$135.34
Q2 2021Trimmed−17.1K784.0K2.2%$356.05 → $365.09$360.57$135.34
Q1 2021Trimmed−37.5K801.2K2.3%$356.94 → $356.05$356.49$135.34
Q1 2020Added+201.4K832.2K2.3%$298.59 → $241.56$270.07$135.34
Q4 2019Trimmed−32.3K630.8K1.9%$271.57 → $298.59$285.08$92.33
Q3 2019Trimmed−116.5K663.1K1.9%$264.53 → $271.57$268.05$92.33
Q2 2019Trimmed−163.0K779.6K2.4%$235.45 → $264.53$249.99$92.33
Q2 2018Trimmed−366.1K942.6K2.5%$175.16 → $196.52$185.84$92.33
Q1 2018Trimmed−210.1K1.31M3.0%$151.36 → $175.16$163.26$92.33
Q3 2017Trimmed−9.2K1.52M2.9%$121.45 → $141.20$131.32$92.33
Q2 2017Trimmed−39.8K1.53M2.5%$112.47 → $121.45$116.96$92.33
Q3 2016Trimmed−11.7K1.57M2.4%$88.06 → $101.77$94.91$92.33
Q2 2016Trimmed−26.0K1.58M2.2%$94.50 → $88.06$91.28$92.33
Q1 2016Added+59.9K1.61M2.4%$97.36 → $94.50$95.93$92.33
Q4 2015Added+309.1K1.55M2.5%$90.12 → $97.36$93.74$92.19
Q3 2015New+1.24M1.24M2.0%$93.48 → $90.12$91.80$91.80
AKO Capital 2.3% · since Q4 2025

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$480.00$500.00$520.00$540.00$560.00Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+34.3K189.9K2.3%$499.66 → $513.60$506.63$548.31
Q1 2026Added+55.5K155.6K1.5%$570.88 → $499.66$535.27$557.52
Q4 2025New+100.1K100.1K0.9%$568.81 → $570.88$569.84$569.84
Tom Gayner 0.8% · since Q3 2011

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2011Q1 2013Q3 2014Q1 2016Q3 2017Q1 2019Q4 2020Q2 2022Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—207.5K0.8%$499.66 → $513.60—$95.88
Q1 2020Added+1.5K207.4K0.9%$298.59 → $241.56$270.07$95.88
Q3 2019Added+7.8K202.4K0.8%$264.53 → $271.57$268.05$91.35
Q2 2019Added+6.5K194.6K0.8%$235.45 → $264.53$249.99$84.27
Q1 2019Added+6.0K188.1K0.7%$188.65 → $235.45$212.05$78.54
Q3 2017Added+10.0K182.1K0.5%$121.45 → $141.20$131.32$74.14
Q2 2017Added+13.0K172.1K0.4%$112.47 → $121.45$116.96$70.82
Q1 2017Added+8.0K159.1K0.4%$103.25 → $112.47$107.86$67.05
Q2 2016Added+7.0K150.6K0.3%$94.50 → $88.06$91.28$64.89
Q1 2016Added+1.1K143.6K0.4%$97.36 → $94.50$95.93$63.60
Q4 2015Added+13.5K142.5K0.4%$90.12 → $97.36$93.74$63.35
Q3 2015Added+12.0K129.0K0.3%$93.48 → $90.12$91.80$60.17
Q2 2015Added+11.0K117.0K0.3%$86.39 → $93.48$89.93$56.92
Q1 2015Added+13.0K106.0K0.2%$86.16 → $86.39$86.27$53.50
Q4 2014Added+13.0K93.0K0.2%$73.92 → $86.16$80.04$48.92
Q1 2013Added+5.0K8.0K0.2%$491.28 → $541.13$516.21$438.60
Q3 2011New+3.0K3.0K0.1%$301.34 → $317.16$309.25$309.25
Francois Rochon 0.5% · since Q1 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q4 2016Q4 2017Q4 2018Q4 2019Q4 2020Q4 2021Q4 2022Q4 2023Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+75028.8K0.5%$499.66 → $513.60$506.63$363.87
Q1 2026Trimmed−69328.1K0.5%$570.88 → $499.66$535.27$360.05
Q4 2025Added+1.0K28.8K0.5%$568.81 → $570.88$569.84$360.05
Q2 2025Added+79827.8K0.5%$548.12 → $561.94$555.03$352.22
Q1 2025Added+76827.0K0.5%$526.57 → $548.12$537.35$346.24
Q4 2024Added+72926.3K0.5%$493.80 → $526.57$510.19$340.65
Q3 2024Added+2.0K25.5K0.5%$441.16 → $493.80$467.48$335.81
Q2 2024Added+70323.5K0.4%$481.57 → $441.16$461.37$324.50
Q1 2024Added+1.4K22.8K0.4%$426.51 → $481.57$454.04$320.28
Q4 2023Added+63021.4K0.4%$395.91 → $426.51$411.21$311.33
Q3 2023Added+1.5K20.8K0.4%$393.30 → $395.91$394.61$308.30
Q2 2023Added+47219.3K0.4%$363.41 → $393.30$378.36$301.81
Q1 2023Added+1.4K18.8K0.4%$347.73 → $363.41$355.57$299.89
Q4 2022Added+1.9K17.4K0.4%$284.34 → $347.73$316.04$295.28
Q3 2022Added+49715.5K0.3%$315.48 → $284.34$299.91$292.75
Q1 2022Added+40815.0K0.3%$359.32 → $357.38$358.35$292.51
Q4 2021Added+1.3K14.5K0.3%$347.68 → $359.32$353.50$290.67
Q3 2021Added+4.0K13.2K0.3%$365.09 → $347.68$356.39$284.25
Q2 2021Trimmed−8399.2K0.2%$356.05 → $365.09$360.57$252.33
Q1 2021Added+34410.0K0.2%$356.94 → $356.05$356.49$252.33
Q4 2020Added+1.4K9.6K0.3%$338.17 → $356.94$347.55$248.61
Q3 2020Added+1158.3K0.3%$295.70 → $338.17$316.93$232.11
Q2 2020Added+6.2K8.2K0.2%$241.56 → $295.70$268.63$230.91
Q4 2019Trimmed−981.9K0.1%$271.57 → $298.59$285.08$110.23
Q1 2019Trimmed−352.0K0.1%$188.65 → $235.45$212.05$110.23
Q3 2018Trimmed−1.1K2.1K0.1%$196.52 → $222.61$209.57$110.23
Q2 2018Trimmed−553.1K0.1%$175.16 → $196.52$185.84$110.23
Q3 2017Added+1.7K3.2K0.1%$121.45 → $141.20$131.32$110.23
Yacktman 0.1% · since Q1 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$200.00$300.00$400.00$500.00Q1 2020Q4 2020Q3 2021Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—11.7K0.1%$499.66 → $513.60—$296.98
Q2 2025Added+54011.7K0.1%$548.12 → $561.94$555.03$296.98
Q1 2023Added+1.1K11.1K0.0%$347.73 → $363.41$355.57$284.46
Q1 2022Added+70010.0K0.0%$359.32 → $357.38$358.35$276.27
Q1 2020New+9.3K9.3K0.0%$298.59 → $241.56$270.07$270.07
Christopher Bloomstran 0.0% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$490.00$500.00$510.00$520.00$530.00Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—6580.0%$499.66 → $513.60—$535.27
Q1 2026New+6586580.0%$570.88 → $499.66$535.27$535.27
Glenn Greenberg 0.0% · since Q3 2024

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$450.00$500.00$550.00Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+7501.2K0.0%$499.66 → $513.60$506.63$492.53
Q3 2024New+4224220.0%$441.16 → $493.80$467.48$467.48
VI

Giants Who Sold Out in the Last 8 Quarters