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

Visa Inc

Q2 2026: held by 19 giants, composite weight 1.82%, consensus rank 5; this quarter 5 bought and 8 sold. Quarter-end price $343.09 (Jun 30, 2026).

Giants holding
19
previous quarter 18
Composite weight
1.82%
consensus rank 5
Quarter-end price
$343.09
Jun 30, 2026
Avg est. costest.
$190.02
vs quarter-end price +81%
I

Held by 19 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
Chris Hohn19.8%30.49M$10.5BQ2 201929$265.10est.+29%Held
Mason Morfit14.1%2.32M$794.7MQ3 20248$324.55est.+6%Held
AKO Capital7.9%985.1K$338.0MQ4 201639$219.47est.start point+56%Trimmed
Chuck Akre7.5%1.11M$381.1MQ1 201258$66.34est.+417%Trimmed
Mark Massey6.8%836.5K$287.0MQ4 201447$260.78est.start point+32%Added
David Rolfe6.3%89.2K$30.6MQ4 200871$144.72est.+137%Added
Wally Weitz6.3%265.3K$91.0MQ3 201640$89.56est.+283%Held
Bill Ackman5.8%3.27M$1.1BQ2 20261$322.67est.+6%New
Terry Smith5.1%2.70M$926.4MQ4 201255$105.50est.start point+225%Trimmed
Dev Kantesaria5.1%463.0K$158.8MQ4 201639$179.21est.start point+91%Trimmed
C.T. Fitzpatrick4.8%463.3K$158.9MQ3 201160$174.28est.+97%Trimmed
Francois Rochon4.5%389.9K$133.8MQ1 201546$122.83est.start point+179%Trimmed
Seth Klarman4.4%701.4K$240.6MQ1 20262$326.48est.+5%Held
William von Mueffling4.3%83.6K$28.7MQ4 201543$94.21est.+264%Trimmed
Tom Gayner2.6%1.01M$347.9MQ4 201063$57.50est.+497%Held
Tom Russo0.3%87.3K$29.9MQ4 201063$49.08est.+599%Trimmed
Nick Train0.1%10.5K$3.6MQ2 202025$216.83est.+58%Added
Glenn Greenberg0.0%618$212KQ2 20261$322.67est.+6%New
Yacktman0.0%732$251KQ3 20248$268.71est.+28%Held
II

Cost Map: 19 of 19 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$100.00$200.00$300.00Tom RussoTom GaynerChuck AkreWally WeitzWilliam von Mueffli…Terry SmithFrancois RochonDavid RolfeC.T. FitzpatrickDev KantesariaNick TrainAKO CapitalMark MasseyChris HohnYacktmanBill AckmanGlenn GreenbergMason MorfitSeth Klarman
III

Quarter-End Price (Split-Adjusted)

From Q3 2008, 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$100.00$200.00$300.00Q3 2008Q3 2010Q3 2012Q3 2014Q3 2016Q3 2018Q3 2020Q3 2022Q2 2026
IV

More Giants or Fewer

Giants Holding

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

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter1510505Q3 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 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.

Chris Hohn 19.8% · since Q2 2019

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$150.00$200.00$250.00$300.00$350.00Q2 2019Q1 2020Q4 2020Q3 2021Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—30.49M19.8%$302.24 → $343.09—$265.10
Q1 2026Added+2.74M30.47M20.4%$350.71 → $302.24$326.48$265.10
Q4 2025Trimmed−333.1K27.72M18.1%$341.38 → $350.71$346.05$259.03
Q3 2025Added+8.99M28.06M18.2%$355.05 → $341.38$348.22$259.03
Q2 2025Added+2.43M19.07M13.4%$350.46 → $355.05$352.76$216.98
Q1 2025Trimmed−159.6K16.64M13.4%$316.04 → $350.46$333.25$197.15
Q3 2023Trimmed−989.0K16.80M14.0%$237.48 → $230.01$233.75$197.15
Q2 2023Trimmed−1.51M17.79M12.5%$225.46 → $237.48$231.47$197.15
Q1 2023Trimmed−645.0K19.29M14.9%$207.76 → $225.46$216.61$197.15
Q1 2022Trimmed−3.17M19.92M12.0%$216.71 → $221.77$219.24$197.15
Q4 2021Added+3.16M23.09M11.3%$222.75 → $216.71$219.73$197.15
Q3 2021Added+5.88M19.94M10.7%$233.82 → $222.75$228.28$193.58
Q3 2020Added+2.84M14.06M10.1%$193.17 → $199.97$196.57$179.06
Q2 2020Added+3.85M11.22M8.6%$161.12 → $193.17$177.14$174.62
Q1 2020Added+6.18M7.36M5.6%$187.90 → $161.12$174.51$173.30
Q3 2019Added+313.4K1.18M1.1%$173.55 → $172.01$172.78$166.96
Q2 2019New+870.1K870.1K0.8%$156.19 → $173.55$164.87$164.87
Mason Morfit 14.1% · since Q3 2024

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$250.00$275.00$300.00$325.00$350.00Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—2.32M14.1%$302.24 → $343.09—$324.55
Q1 2026Added+598.0K2.32M12.3%$350.71 → $302.24$326.48$324.55
Q4 2025Added+152.4K1.72M8.6%$341.38 → $350.71$346.05$323.87
Q3 2025Added+320.9K1.57M9.0%$355.05 → $341.38$348.22$321.72
Q2 2025Trimmed−68.0K1.24M7.9%$350.46 → $355.05$352.76$314.89
Q1 2025Added+939.4K1.31M10.0%$316.04 → $350.46$333.25$314.89
Q3 2024New+373.6K373.6K2.3%$262.47 → $274.95$268.71$268.71
AKO Capital 7.9% · since Q4 2016

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−201.8K985.1K7.9%$302.24 → $343.09$322.67$219.47
Q1 2026Trimmed−251.0K1.19M7.0%$350.71 → $302.24$326.48$219.47
Q4 2025Trimmed−146.9K1.44M7.7%$341.38 → $350.71$346.05$219.47
Q3 2025Trimmed−58.5K1.58M7.7%$355.05 → $341.38$348.22$219.47
Q2 2025Trimmed−132.6K1.64M7.4%$350.46 → $355.05$352.76$219.47
Q1 2025Added+18.8K1.78M8.1%$316.04 → $350.46$333.25$219.47
Q4 2024Trimmed−33.6K1.76M7.7%$274.95 → $316.04$295.50$218.25
Q3 2024Added+460.8K1.79M6.4%$262.47 → $274.95$268.71$218.25
Q2 2024Added+60.5K1.33M4.8%$279.08 → $262.47$270.78$200.76
Q1 2024Trimmed−379.4K1.27M5.0%$260.35 → $279.08$269.72$197.43
Q4 2023Trimmed−247.5K1.65M6.1%$230.01 → $260.35$245.18$197.43
Q3 2023Trimmed−36.3K1.90M7.1%$237.48 → $230.01$233.75$197.43
Q2 2023Trimmed−102.5K1.93M6.9%$225.46 → $237.48$231.47$197.43
Q1 2023Trimmed−183.6K2.04M7.0%$207.76 → $225.46$216.61$197.43
Q4 2022Trimmed−224.7K2.22M7.4%$177.65 → $207.76$192.71$197.43
Q3 2022Added+20.9K2.44M7.2%$196.89 → $177.65$187.27$197.43
Q2 2022Added+1.11M2.42M6.7%$221.77 → $196.89$209.33$197.52
Q1 2022Added+733.4K1.31M3.1%$216.71 → $221.77$219.24$187.54
Q4 2021Trimmed−705.3K580.2K1.2%$222.75 → $216.71$219.73$147.48
Q3 2021Trimmed−700.5K1.29M3.0%$233.82 → $222.75$228.28$147.48
Q2 2021Added+13.9K1.99M5.2%$211.73 → $233.82$222.78$147.48
Q1 2021Trimmed−366.4K1.97M5.2%$218.73 → $211.73$215.23$146.95
Q4 2020Added+243.5K2.34M6.6%$199.97 → $218.73$209.35$146.95
Q3 2020Added+39.0K2.10M6.6%$193.17 → $199.97$196.57$139.70
Q2 2020Added+262.5K2.06M6.9%$161.12 → $193.17$177.14$138.62
Q1 2020Added+427.5K1.79M6.1%$187.90 → $161.12$174.51$132.98
Q4 2019Added+137.1K1.37M5.5%$172.01 → $187.90$179.95$119.98
Q3 2019Trimmed−36.5K1.23M5.1%$173.55 → $172.01$172.78$113.29
Q2 2019Added+55.7K1.27M5.6%$156.19 → $173.55$164.87$113.29
Q1 2019Added+309.2K1.21M5.7%$131.94 → $156.19$144.06$110.91
Q4 2018Added+216.2K900.6K5.4%$150.09 → $131.94$141.01$99.53
Q3 2018Trimmed−55.9K684.4K5.2%$132.45 → $150.09$141.27$86.43
Chuck Akre 7.5% · since Q1 2012

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q1 2012Q3 2013Q1 2015Q3 2016Q1 2018Q3 2019Q1 2021Q3 2022Q1 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−527.9K1.11M7.5%$302.24 → $343.09$322.67$66.34
Q1 2026Trimmed−1.04M1.64M8.1%$350.71 → $302.24$326.48$66.34
Q4 2025Trimmed−297.1K2.68M10.3%$341.38 → $350.71$346.05$66.34
Q3 2025Trimmed−201.5K2.97M10.1%$355.05 → $341.38$348.22$66.34
Q1 2025Trimmed−96.5K3.18M10.7%$316.04 → $350.46$333.25$66.34
Q1 2024Trimmed−237.0K3.27M7.6%$260.35 → $279.08$269.72$66.34
Q4 2023Trimmed−1.29M3.51M7.7%$230.01 → $260.35$245.18$66.34
Q3 2023Trimmed−121.2K4.80M10.1%$237.48 → $230.01$233.75$66.34
Q4 2022Trimmed−322.6K4.92M9.3%$177.65 → $207.76$192.71$66.34
Q1 2020Added+356.1K5.24M8.2%$187.90 → $161.12$174.51$66.34
Q1 2017Added+1.27M4.89M7.1%$78.02 → $88.87$83.44$58.46
Q2 2016Added+1.33M3.62M5.4%$76.48 → $74.17$75.32$49.72
Q1 2014Added+68.0K570.4K3.9%$222.68 → $215.86$219.27$139.38
Q2 2013Added+130.0K502.4K4.2%$169.84 → $182.75$176.29$128.57
Q2 2012Added+72.4K372.4K3.7%$118.00 → $123.63$120.81$111.91
Q1 2012New+300.0K300.0K3.6%$101.53 → $118.00$109.76$109.76
Mark Massey 6.8% · since Q4 2014

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2016Q3 2017Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+337.8K836.5K6.8%$302.24 → $343.09$322.67$260.78
Q1 2026Trimmed−18.0K498.7K3.7%$350.71 → $302.24$326.48$218.87
Q4 2025Trimmed−16.8K516.7K3.6%$341.38 → $350.71$346.05$218.87
Q2 2025Trimmed−315.0K535.4K3.5%$350.46 → $355.05$352.76$218.87
Q1 2025Trimmed−24.5K850.4K6.0%$316.04 → $350.46$333.25$218.87
Q4 2024Trimmed−243.5K874.9K5.6%$274.95 → $316.04$295.50$218.87
Q3 2024Trimmed−660.0K1.12M6.1%$262.47 → $274.95$268.71$218.87
Q1 2024Trimmed−48.8K1.78M10.7%$260.35 → $279.08$269.72$218.87
Q4 2023Trimmed−250.9K1.83M10.6%$230.01 → $260.35$245.18$218.87
Q3 2023Added+96.7K2.08M12.0%$237.48 → $230.01$233.75$218.87
Q2 2023Added+333.2K1.98M11.3%$225.46 → $237.48$231.47$218.14
Q1 2023Trimmed−26.0K1.65M10.2%$207.76 → $225.46$216.61$215.44
Q4 2022Trimmed−60.0K1.67M10.9%$177.65 → $207.76$192.71$215.44
Q3 2022Added+165.7K1.73M10.1%$196.89 → $177.65$187.27$215.44
Q2 2022Added+72.3K1.57M9.5%$221.77 → $196.89$209.33$218.42
Q4 2021Added+1.49M1.50M8.5%$222.75 → $216.71$219.73$218.86
Q2 2020Trimmed−200.0K8.5K0.1%$161.12 → $193.17$177.14$66.84
Q1 2020Trimmed−43.0K208.5K2.1%$187.90 → $161.12$174.51$66.84
Q3 2019Trimmed−31.0K251.5K3.7%$173.55 → $172.01$172.78$66.84
David Rolfe 6.3% · since Q4 2008

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q4 2008Q4 2010Q4 2012Q4 2014Q4 2016Q4 2018Q4 2020Q4 2022Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+6.2K89.2K6.3%$302.24 → $343.09$322.67$144.72
Q1 2026Trimmed−4.1K83.0K5.2%$350.71 → $302.24$326.48$131.48
Q4 2025Trimmed−2.0K87.2K5.7%$341.38 → $350.71$346.05$131.48
Q3 2025Added+3.5K89.1K5.6%$355.05 → $341.38$348.22$131.48
Q2 2025Trimmed−4.1K85.6K5.7%$350.46 → $355.05$352.76$122.58
Q1 2025Trimmed−31.5K89.7K6.4%$316.04 → $350.46$333.25$122.58
Q4 2024Trimmed−5.4K121.2K7.5%$274.95 → $316.04$295.50$122.58
Q3 2024Trimmed−1.7K126.6K7.1%$262.47 → $274.95$268.71$122.58
Q2 2024Trimmed−3.0K128.4K6.8%$279.08 → $262.47$270.78$122.58
Q1 2024Trimmed−1.8K131.4K7.4%$260.35 → $279.08$269.72$122.58
Q4 2023Added+14.4K133.2K7.7%$230.01 → $260.35$245.18$122.58
Q3 2023Trimmed−57.8K118.8K6.5%$237.48 → $230.01$233.75$107.74
Q2 2023Trimmed−10.4K176.7K6.8%$225.46 → $237.48$231.47$107.74
Q1 2023Trimmed−3.0K187.1K7.2%$207.76 → $225.46$216.61$107.74
Q4 2022Trimmed−1.2K190.1K7.3%$177.65 → $207.76$192.71$107.74
Q3 2022Trimmed−5.3K191.2K6.4%$196.89 → $177.65$187.27$107.74
Q2 2022Trimmed−21.9K196.5K6.7%$221.77 → $196.89$209.33$107.74
Q1 2022Added+11.0K218.5K6.8%$216.71 → $221.77$219.24$107.74
Q4 2021Added+68.3K207.5K6.0%$222.75 → $216.71$219.73$101.82
Q3 2021Trimmed−1.4K139.2K4.4%$233.82 → $222.75$228.28$43.93
Q2 2021Trimmed−6.3K140.5K4.8%$211.73 → $233.82$222.78$43.93
Q1 2021Trimmed−53.3K146.9K4.8%$218.73 → $211.73$215.23$43.93
Q4 2020Trimmed−11.9K200.2K6.5%$199.97 → $218.73$209.35$43.93
Q3 2020Trimmed−11.6K212.1K6.7%$193.17 → $199.97$196.57$43.93
Q2 2020Trimmed−17.8K223.7K7.3%$161.12 → $193.17$177.14$43.93
Q1 2020Trimmed−163.7K241.6K7.4%$187.90 → $161.12$174.51$43.93
Q4 2019Trimmed−166.7K405.3K7.7%$172.01 → $187.90$179.95$43.93
Q3 2019Trimmed−35.7K571.9K8.7%$173.55 → $172.01$172.78$43.93
Q2 2019Trimmed−86.4K607.6K8.9%$156.19 → $173.55$164.87$43.93
Q1 2019Trimmed−189.3K694.0K7.9%$131.94 → $156.19$144.06$43.93
Q4 2018Trimmed−98.1K883.3K7.7%$150.09 → $131.94$141.01$43.93
Q3 2018Trimmed−102.7K981.4K7.4%$132.45 → $150.09$141.27$43.93
Q2 2018Trimmed−154.4K1.08M7.3%$119.62 → $132.45$126.03$43.93
Q1 2018Trimmed−183.6K1.24M6.8%$114.02 → $119.62$116.82$43.93
Q4 2017Trimmed−416.6K1.42M6.6%$105.24 → $114.02$109.63$43.93
Q3 2017Trimmed−389.2K1.84M6.6%$93.78 → $105.24$99.51$43.93
Q2 2017Trimmed−639.2K2.23M6.4%$88.87 → $93.78$91.32$43.93
Q1 2017Trimmed−386.4K2.87M6.6%$78.02 → $88.87$83.44$43.93
Q4 2016Added+46.5K3.25M6.2%$82.70 → $78.02$80.36$43.93
Q3 2016Added+216.0K3.21M5.6%$74.17 → $82.70$78.43$43.41
Q2 2016Trimmed−89.4K2.99M4.5%$76.48 → $74.17$75.32$40.88
Q1 2016Trimmed−113.4K3.08M4.3%$77.55 → $76.48$77.01$40.88
Q4 2015Trimmed−585.2K3.19M4.3%$69.66 → $77.55$73.61$40.88
Q3 2015Trimmed−516.4K3.78M3.8%$67.15 → $69.66$68.41$40.88
Q2 2015Trimmed−121.5K4.30M3.9%$65.41 → $67.15$66.28$40.88
Q1 2015Trimmed−42.5K4.42M3.9%$262.20 → $65.41$65.48$40.88
Q4 2014Added+102.9K1.11M3.9%$213.37 → $262.20$237.78$163.50
Q3 2014Added+64.2K1.01M3.5%$210.71 → $213.37$212.04$155.95
Q2 2014Added+337.2K947.7K3.5%$215.86 → $210.71$213.28$152.15
Q1 2014Trimmed−289.3K610.5K2.4%$222.68 → $215.86$219.27$118.38
Q4 2013Added+36.9K899.8K4.2%$191.10 → $222.68$206.89$118.38
Q3 2013Added+75.3K862.9K4.0%$182.75 → $191.10$186.92$114.60
Q2 2013Added+89.7K787.6K4.2%$169.84 → $182.75$176.29$107.68
Q1 2013Added+151.3K698.0K4.1%$151.58 → $169.84$160.71$98.87
Q4 2012Added+20.8K546.6K3.8%$134.28 → $151.58$142.93$81.75
Q3 2012Added+47.7K525.9K4.5%$123.63 → $134.28$128.95$79.33
Q2 2012Trimmed−118.8K478.2K4.5%$118.00 → $123.63$120.81$74.38
Q1 2012Added+30.4K596.9K5.7%$101.53 → $118.00$109.76$74.38
Q4 2011Added+27.5K566.5K7.0%$85.72 → $101.53$93.62$72.48
Q3 2011Trimmed−135.1K539.0K6.7%$84.26 → $85.72$84.99$71.40
Q2 2011Added+36.7K674.1K7.7%$73.62 → $84.26$78.94$71.40
Q1 2011Added+88.0K637.3K6.9%$70.38 → $73.62$72.00$70.96
Q4 2010Added+22.7K549.3K6.7%$74.26 → $70.38$72.32$70.80
Q3 2010Added+170.4K526.6K8.0%$70.75 → $74.26$72.50$70.73
Q2 2010Added+114.7K356.2K5.8%$91.03 → $70.75$80.89$69.88
Q1 2010Trimmed−7.4K241.5K4.9%$87.46 → $91.03$89.24$64.65
Q4 2009Added+79.7K248.9K5.4%$69.11 → $87.46$78.28$64.65
Q3 2009Added+30.3K169.2K3.2%$62.26 → $69.11$65.68$58.23
Q2 2009Added+843138.9K2.9%$55.60 → $62.26$58.93$56.61
Q1 2009Added+15.6K138.1K2.9%$52.45 → $55.60$54.02$56.59
Q4 2008New+122.5K122.5K2.5%$61.39 → $52.45$56.92$56.92
Wally Weitz 6.3% · since Q3 2016

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2016Q3 2017Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—265.3K6.3%$302.24 → $343.09—$89.56
Q1 2026Trimmed−5.2K265.3K5.6%$350.71 → $302.24$326.48$89.56
Q3 2025Trimmed−27.5K270.6K5.0%$355.05 → $341.38$348.22$89.56
Q2 2025Trimmed−26.1K298.1K5.7%$350.46 → $355.05$352.76$89.56
Q1 2025Trimmed−22.5K324.2K6.0%$316.04 → $350.46$333.25$89.56
Q4 2024Trimmed−12.5K346.7K5.7%$274.95 → $316.04$295.50$89.56
Q2 2024Trimmed−5.0K359.2K4.9%$279.08 → $262.47$270.78$89.56
Q4 2023Trimmed−10.0K364.2K5.0%$230.01 → $260.35$245.18$89.56
Q1 2023Trimmed−10.0K375.6K4.9%$207.76 → $225.46$216.61$89.56
Q4 2022Trimmed−30.0K385.6K4.6%$177.65 → $207.76$192.71$89.56
Q3 2022Trimmed−20.0K415.6K4.4%$196.89 → $177.65$187.27$89.56
Q2 2022Trimmed−10.0K435.6K4.5%$221.77 → $196.89$209.33$89.56
Q4 2021Added+16.6K444.1K3.9%$222.75 → $216.71$219.73$89.56
Q3 2021Added+12.0K427.5K4.0%$233.82 → $222.75$228.28$84.50
Q3 2020Trimmed−12.5K415.8K3.9%$193.17 → $199.97$196.57$80.35
Q2 2020Trimmed−50.0K428.3K4.1%$161.12 → $193.17$177.14$80.35
Q1 2020Trimmed−10.0K478.3K4.1%$187.90 → $161.12$174.51$80.35
Q4 2019Trimmed−43.2K488.3K3.6%$172.01 → $187.90$179.95$80.35
Q3 2019Trimmed−52.9K531.5K3.8%$173.55 → $172.01$172.78$80.35
Q2 2019Trimmed−25.8K584.5K4.1%$156.19 → $173.55$164.87$80.35
Q1 2019Trimmed−23.9K610.3K4.0%$131.94 → $156.19$144.06$80.35
Q4 2018Trimmed−10.4K634.2K3.9%$150.09 → $131.94$141.01$80.35
Q3 2018Trimmed−132.9K644.6K4.0%$132.45 → $150.09$141.27$80.35
Q2 2018Trimmed−5.4K777.5K4.4%$119.62 → $132.45$126.03$80.35
Q1 2018Trimmed−6.9K782.9K4.1%$114.02 → $119.62$116.82$80.35
Q4 2017Trimmed−8.0K789.8K3.9%$105.24 → $114.02$109.63$80.35
Q2 2017Trimmed−15.5K799.8K3.3%$88.87 → $93.78$91.32$80.35
Q1 2017Trimmed−45.0K815.3K3.0%$78.02 → $88.87$83.44$80.35
Q4 2016Added+855.1K860.3K2.7%$82.70 → $78.02$80.36$80.35
Q3 2016New+5.2K5.2K0.0%$74.17 → $82.70$78.43$78.43
Bill Ackman 5.8% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+3.27M3.27M5.8%$302.24 → $343.09$322.67$322.67
Terry Smith 5.1% · since Q4 2012

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2014Q4 2015Q1 2017Q2 2018Q3 2019Q4 2020Q1 2022Q2 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.43M2.70M5.1%$302.24 → $343.09$322.67$105.50
Q1 2026Trimmed−484.7K4.13M7.2%$350.71 → $302.24$326.48$105.50
Q4 2025Trimmed−489.8K4.61M7.2%$341.38 → $350.71$346.05$105.50
Q3 2025Trimmed−62.0K5.10M6.6%$355.05 → $341.38$348.22$105.50
Q2 2025Trimmed−378.4K5.17M6.0%$350.46 → $355.05$352.76$105.50
Q1 2025Trimmed−620.2K5.54M6.7%$316.04 → $350.46$333.25$105.50
Q4 2024Trimmed−1.20M6.16M6.3%$274.95 → $316.04$295.50$105.50
Q1 2024Trimmed−46.0K7.39M6.2%$260.35 → $279.08$269.72$105.50
Q2 2023Added+368.7K7.46M5.8%$225.46 → $237.48$231.47$105.50
Q2 2022Added+218.4K7.09M4.9%$221.77 → $196.89$209.33$98.95
Q4 2021Added+278.2K6.89M3.6%$222.75 → $216.71$219.73$95.44
Q3 2021Added+58.7K6.61M4.1%$233.82 → $222.75$228.28$90.20
Q2 2021Added+56.5K6.55M4.2%$211.73 → $233.82$222.78$88.97
Q1 2021Added+370.1K6.49M4.4%$218.73 → $211.73$215.23$87.80
Q2 2020Added+52.2K6.15M5.2%$161.12 → $193.17$177.14$80.10
Q1 2020Trimmed−316.9K6.10M5.5%$187.90 → $161.12$174.51$79.27
Q3 2019Added+322.1K6.45M5.7%$173.55 → $172.01$172.78$79.27
Q2 2019Added+334.1K6.12M5.5%$156.19 → $173.55$164.87$74.35
Q1 2019Added+64.0K5.79M5.1%$131.94 → $156.19$144.06$69.12
Q4 2017Added+516.5K5.73M5.6%$105.24 → $114.02$109.63$68.29
Q2 2017Added+262.9K5.22M5.1%$88.87 → $93.78$91.32$64.19
Q3 2016Added+427.5K4.94M5.6%$74.17 → $82.70$78.43$62.75
Q2 2016Added+594.6K4.52M5.3%$76.48 → $74.17$75.32$61.27
Q1 2016Added+1.13M3.92M6.5%$77.55 → $76.48$77.01$59.14
Q4 2015Added+185.6K2.79M5.4%$69.66 → $77.55$73.61$51.89
Q3 2015Added+48.2K2.61M5.5%$67.15 → $69.66$68.41$50.35
Q1 2015Added+155.5K2.55M5.4%$262.20 → $65.41$65.48$50.01
Q3 2014Added+15.8K597.7K5.5%$210.71 → $213.37$212.04$196.00
Dev Kantesaria 5.1% · since Q4 2016

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−135.8K463.0K5.1%$302.24 → $343.09$322.67$179.21
Q1 2026Trimmed−317.7K598.8K5.4%$350.71 → $302.24$326.48$179.21
Q4 2023Added+7.0K912.0K6.7%$230.01 → $260.35$245.18$179.21
Q1 2023Trimmed−99.8K905.0K7.7%$207.76 → $225.46$216.61$178.69
Q4 2022Added+31.3K1.00M8.5%$177.65 → $207.76$192.71$178.69
Q1 2022Added+40.1K973.5K8.2%$216.71 → $221.77$219.24$178.24
Q4 2021Trimmed−81.9K933.4K7.7%$222.75 → $216.71$219.73$176.48
Q1 2021Added+477.2K1.02M10.2%$218.73 → $211.73$215.23$176.48
Q4 2020Added+55.2K538.1K10.9%$199.97 → $218.73$209.35$142.12
Q3 2019Added+14.0K482.9K18.5%$173.55 → $172.01$172.78$134.44
Q2 2019Added+19.0K468.9K19.3%$156.19 → $173.55$164.87$133.29
Q1 2019Added+357.9K449.9K18.6%$131.94 → $156.19$144.06$131.96
Q4 2018Added+10.0K92.0K4.6%$150.09 → $131.94$141.01$84.87
C.T. Fitzpatrick 4.8% · since Q3 2011

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q3 2012Q2 2014Q1 2016Q3 2017Q1 2019Q3 2020Q1 2022Q3 2023Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−176.2K463.3K4.8%$302.24 → $343.09$322.67$174.28
Q1 2026Trimmed−88.2K639.5K5.1%$350.71 → $302.24$326.48$174.28
Q4 2025Trimmed−23.8K727.7K4.7%$341.38 → $350.71$346.05$174.28
Q3 2025Added+83.1K751.5K4.7%$355.05 → $341.38$348.22$174.28
Q2 2025Trimmed−233.6K668.4K4.3%$350.46 → $355.05$352.76$152.65
Q1 2025Trimmed−101.5K902.0K5.9%$316.04 → $350.46$333.25$152.65
Q4 2024Added+50.2K1.00M5.3%$274.95 → $316.04$295.50$152.65
Q3 2024Trimmed−67.1K953.3K4.4%$262.47 → $274.95$268.71$145.12
Q2 2024Trimmed−28.3K1.02M4.1%$279.08 → $262.47$270.78$145.12
Q1 2024Trimmed−45.4K1.05M4.3%$260.35 → $279.08$269.72$145.12
Q4 2023Trimmed−214.2K1.09M4.2%$230.01 → $260.35$245.18$145.12
Q3 2023Trimmed−211.1K1.31M4.6%$237.48 → $230.01$233.75$145.12
Q2 2023Trimmed−65.6K1.52M4.5%$225.46 → $237.48$231.47$145.12
Q1 2023Trimmed−156.4K1.59M4.5%$207.76 → $225.46$216.61$145.12
Q4 2022Trimmed−422.4K1.74M4.9%$177.65 → $207.76$192.71$145.12
Q3 2022Trimmed−272.0K2.16M4.5%$196.89 → $177.65$187.27$145.12
Q2 2022Trimmed−937.1K2.44M4.7%$221.77 → $196.89$209.33$145.12
Q1 2022Trimmed−876.6K3.37M4.6%$216.71 → $221.77$219.24$145.12
Q4 2021Added+828.3K4.25M4.7%$222.75 → $216.71$219.73$145.12
Q3 2021Trimmed−828.1K3.42M4.1%$233.82 → $222.75$228.28$127.06
Q2 2021Trimmed−235.5K4.25M5.4%$211.73 → $233.82$222.78$127.06
Q1 2021Added+1.23M4.48M5.6%$218.73 → $211.73$215.23$127.06
Q4 2020Added+141.7K3.26M4.6%$199.97 → $218.73$209.35$93.88
Q3 2020Trimmed−63.3K3.12M4.8%$193.17 → $199.97$196.57$88.63
Q2 2020Added+466.6K3.18M4.8%$161.12 → $193.17$177.14$88.63
Q1 2020Added+82.6K2.71M4.5%$187.90 → $161.12$174.51$73.41
Q4 2019Added+165.6K2.63M3.8%$172.01 → $187.90$179.95$70.23
Q3 2019Added+136.0K2.47M3.6%$173.55 → $172.01$172.78$62.86
Q2 2019Trimmed−797.5K2.33M3.6%$156.19 → $173.55$164.87$56.45
Q1 2019Trimmed−305.5K3.13M4.2%$131.94 → $156.19$144.06$56.45
Q4 2018Added+24.2K3.43M4.2%$150.09 → $131.94$141.01$56.45
Q3 2018Trimmed−393.9K3.41M3.7%$132.45 → $150.09$141.27$55.84
Q2 2018Trimmed−644.7K3.80M3.9%$119.62 → $132.45$126.03$55.84
Q1 2018Trimmed−326.8K4.45M4.3%$114.02 → $119.62$116.82$55.84
Q4 2017Trimmed−342.1K4.77M4.5%$105.24 → $114.02$109.63$55.84
Q3 2017Trimmed−212.5K5.12M4.6%$93.78 → $105.24$99.51$55.84
Q2 2017Added+596.7K5.33M4.5%$88.87 → $93.78$91.32$55.84
Q1 2017Trimmed−108.2K4.73M3.6%$78.02 → $88.87$83.44$51.37
Q4 2016Added+79.7K4.84M3.4%$82.70 → $78.02$80.36$51.37
Q3 2016Trimmed−206.4K4.76M3.6%$74.17 → $82.70$78.43$50.88
Q2 2016Trimmed−56.1K4.97M3.6%$76.48 → $74.17$75.32$50.88
Q1 2016Trimmed−63.3K5.02M3.5%$77.55 → $76.48$77.01$50.88
Q4 2015Trimmed−143.0K5.09M3.7%$69.66 → $77.55$73.61$50.88
Q3 2015Added+374.4K5.23M3.5%$67.15 → $69.66$68.41$50.88
Q2 2015Added+317.0K4.85M3.1%$65.41 → $67.15$66.28$49.53
Q1 2015Trimmed−1.01M4.54M3.0%$262.20 → $65.41$65.48$48.36
Q4 2014Added+70.8K1.39M4.1%$213.37 → $262.20$237.78$193.45
Q2 2014Added+573.2K1.19M3.7%$215.86 → $210.71$213.28$188.86
Q1 2014Added+101.1K617.0K2.4%$222.68 → $215.86$219.27$166.17
Q4 2013Added+115.7K515.9K2.4%$191.10 → $222.68$206.89$155.77
Q3 2013Added+111.3K400.2K2.3%$182.75 → $191.10$186.92$140.99
Q1 2013Added+45.7K253.1K2.4%$151.58 → $169.84$160.71$115.79
Q4 2012Trimmed−32.0K207.3K2.6%$134.28 → $151.58$142.93$105.88
Q3 2012Added+78.8K239.3K3.8%$123.63 → $134.28$128.95$105.88
Francois Rochon 4.5% · since Q1 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q4 2016Q4 2017Q4 2018Q4 2019Q4 2020Q4 2021Q4 2022Q4 2023Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−6.5K389.9K4.5%$302.24 → $343.09$322.67$122.83
Q1 2026Trimmed−11.0K396.4K4.4%$350.71 → $302.24$326.48$122.83
Q3 2025Added+4.2K405.5K4.7%$355.05 → $341.38$348.22$122.83
Q2 2025Added+7.7K401.3K4.9%$350.46 → $355.05$352.76$120.46
Q1 2025Trimmed−2.2K393.5K5.1%$316.04 → $350.46$333.25$115.88
Q4 2024Added+4.0K395.7K4.6%$274.95 → $316.04$295.50$115.88
Q3 2024Added+4.8K391.8K4.1%$262.47 → $274.95$268.71$114.07
Q2 2024Added+4.8K387.0K4.3%$279.08 → $262.47$270.78$112.15
Q1 2024Added+5.1K382.2K4.3%$260.35 → $279.08$269.72$110.18
Q4 2023Added+5.7K377.1K4.6%$230.01 → $260.35$245.18$108.01
Q2 2023Added+18.4K371.5K4.6%$225.46 → $237.48$231.47$105.90
Q1 2023Trimmed−5.3K353.1K4.8%$207.76 → $225.46$216.61$99.34
Q3 2022Added+8.6K360.2K4.3%$196.89 → $177.65$187.27$99.34
Q2 2022Added+8.6K351.6K4.6%$221.77 → $196.89$209.33$97.20
Q1 2022Added+5.5K343.1K4.3%$216.71 → $221.77$219.24$94.40
Q4 2021Added+6.5K337.6K3.9%$222.75 → $216.71$219.73$92.38
Q3 2021Trimmed−1.9K331.1K4.4%$233.82 → $222.75$228.28$89.87
Q2 2021Added+16.8K333.0K4.7%$211.73 → $233.82$222.78$89.87
Q1 2021Added+11.0K316.2K4.5%$218.73 → $211.73$215.23$82.82
Q4 2020Added+4.0K305.2K5.1%$199.97 → $218.73$209.35$78.04
Q2 2020Added+6.4K300.1K5.8%$161.12 → $193.17$177.14$76.29
Q1 2020Trimmed−20.8K293.8K6.0%$187.90 → $161.12$174.51$74.11
Q4 2019Added+5.0K314.6K5.3%$172.01 → $187.90$179.95$74.11
Q2 2019Added+7.3K309.8K5.4%$156.19 → $173.55$164.87$72.39
Q1 2019Added+4.7K302.5K5.4%$131.94 → $156.19$144.06$70.17
Q4 2018Trimmed−4.8K297.8K5.2%$150.09 → $131.94$141.01$68.99
Q3 2018Trimmed−41.2K302.6K5.1%$132.45 → $150.09$141.27$68.99
Q2 2018Added+5.7K343.8K5.9%$119.62 → $132.45$126.03$68.99
Q1 2018Added+3.4K338.1K5.4%$114.02 → $119.62$116.82$68.03
Q4 2017Trimmed−4.3K334.7K5.2%$105.24 → $114.02$109.63$67.54
Q2 2017Added+3.5K337.8K5.1%$88.87 → $93.78$91.32$67.54
Q1 2017Added+23.1K334.3K4.9%$78.02 → $88.87$83.44$67.29
Q4 2016Added+2.8K311.2K4.1%$82.70 → $78.02$80.36$66.09
Seth Klarman 4.4% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$300.00$320.00$340.00Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—701.4K4.4%$302.24 → $343.09—$326.48
Q1 2026New+701.4K701.4K4.1%$350.71 → $302.24$326.48$326.48
William von Mueffling 4.3% · since Q4 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q4 2015Q1 2017Q2 2018Q3 2019Q4 2020Q1 2022Q2 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.63M83.6K4.3%$302.24 → $343.09$322.67$94.21
Q1 2026Trimmed−231.3K1.72M3.5%$350.71 → $302.24$326.48$94.21
Q4 2025Added+14.6K1.95M3.7%$341.38 → $350.71$346.05$94.21
Q3 2025Trimmed−21.3K1.93M3.6%$355.05 → $341.38$348.22$92.30
Q2 2025Trimmed−56.8K1.96M4.0%$350.46 → $355.05$352.76$92.30
Q1 2025Trimmed−62.2K2.01M4.6%$316.04 → $350.46$333.25$92.30
Q4 2024Added+11.0K2.08M4.0%$274.95 → $316.04$295.50$92.30
Q3 2024Trimmed−61.5K2.06M3.5%$262.47 → $274.95$268.71$91.22
Q2 2024Trimmed−108.4K2.13M3.7%$279.08 → $262.47$270.78$91.22
Q1 2024Trimmed−44.7K2.23M3.9%$260.35 → $279.08$269.72$91.22
Q4 2023Trimmed−55.7K2.28M4.0%$230.01 → $260.35$245.18$91.22
Q2 2023Added+140.1K2.34M3.9%$225.46 → $237.48$231.47$91.22
Q1 2023Trimmed−40.2K2.20M4.0%$207.76 → $225.46$216.61$82.30
Q4 2022Trimmed−37.7K2.24M3.9%$177.65 → $207.76$192.71$82.30
Q3 2022Trimmed−19.9K2.28M3.7%$196.89 → $177.65$187.27$82.30
Q1 2022Added+65.5K2.31M3.7%$216.71 → $221.77$219.24$82.30
Q4 2021Trimmed−166.4K2.25M3.2%$222.75 → $216.71$219.73$78.31
Q3 2021Trimmed−41.3K2.41M3.7%$233.82 → $222.75$228.28$78.31
Q2 2021Trimmed−30.6K2.45M3.9%$211.73 → $233.82$222.78$78.31
Q1 2021Trimmed−88.6K2.49M3.8%$218.73 → $211.73$215.23$78.31
Q3 2020Trimmed−29.8K2.58M4.3%$193.17 → $199.97$196.57$78.31
Q2 2020Added+24.2K2.61M4.4%$161.12 → $193.17$177.14$78.31
Q4 2019Trimmed−55.4K2.59M4.5%$172.01 → $187.90$179.95$77.39
Q3 2019Trimmed−16.6K2.65M4.4%$173.55 → $172.01$172.78$77.39
Q2 2019Trimmed−56.6K2.67M4.7%$156.19 → $173.55$164.87$77.39
Q4 2018Added+19.0K2.73M4.4%$150.09 → $131.94$141.01$77.39
Q3 2018Trimmed−179.3K2.71M4.6%$132.45 → $150.09$141.27$76.94
Q2 2018Trimmed−81.7K2.89M4.1%$119.62 → $132.45$126.03$76.94
Q1 2018Trimmed−57.5K2.98M4.0%$114.02 → $119.62$116.82$76.94
Q4 2017Trimmed−215.4K3.03M4.1%$105.24 → $114.02$109.63$76.94
Q3 2017Trimmed−90.2K3.25M4.0%$93.78 → $105.24$99.51$76.94
Q2 2017Trimmed−146.2K3.34M3.9%$88.87 → $93.78$91.32$76.94
Q1 2017Added+450.1K3.48M4.0%$78.02 → $88.87$83.44$76.94
Q4 2016Trimmed−97.7K3.03M3.3%$82.70 → $78.02$80.36$75.98
Q3 2016Added+862.1K3.13M3.7%$74.17 → $82.70$78.43$75.98
Q2 2016Trimmed−61.0K2.27M2.8%$76.48 → $74.17$75.32$75.04
Q1 2016Added+982.4K2.33M3.1%$77.55 → $76.48$77.01$75.04
Q4 2015New+1.35M1.35M2.0%$69.66 → $77.55$73.61$73.61
Tom Gayner 2.6% · since Q4 2010

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q4 2010Q2 2012Q4 2013Q2 2015Q4 2016Q2 2018Q1 2020Q3 2021Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+9.6K1.01M2.6%$302.24 → $343.09$322.67$57.50
Q1 2026Added+5.0K1.00M2.5%$350.71 → $302.24$326.48$54.97
Q3 2019Added+11.2K949.5K2.5%$173.55 → $172.01$172.78$46.34
Q2 2019Added+6.5K938.3K2.5%$156.19 → $173.55$164.87$44.83
Q1 2019Added+6.0K931.8K2.4%$131.94 → $156.19$144.06$43.99
Q1 2018Added+6.1K920.4K2.1%$114.02 → $119.62$116.82$43.34
Q3 2017Added+10.0K914.3K1.9%$93.78 → $105.24$99.51$42.85
Q2 2017Added+13.0K904.3K1.8%$88.87 → $93.78$91.32$42.23
Q1 2017Added+9.0K891.3K1.8%$78.02 → $88.87$83.44$41.51
Q4 2016Added+11.5K882.3K1.7%$82.70 → $78.02$80.36$41.08
Q3 2016Added+9.1K870.8K1.9%$74.17 → $82.70$78.43$40.56
Q2 2016Added+7.0K861.7K1.7%$76.48 → $74.17$75.32$40.16
Q4 2015Added+17.5K851.5K1.8%$69.66 → $77.55$73.61$39.88
Q3 2015Added+15.0K834.0K1.5%$67.15 → $69.66$68.41$39.17
Q2 2015Added+11.0K819.0K1.4%$65.41 → $67.15$66.28$38.63
Q1 2015Added+46.0K808.0K1.3%$262.20 → $65.41$65.48$38.26
Q4 2014Added+12.0K190.5K1.3%$213.37 → $262.20$237.78$146.45
Q3 2014Added+14.0K178.5K1.1%$210.71 → $213.37$212.04$140.31
Q2 2014Added+17.0K164.5K1.0%$215.86 → $210.71$213.28$134.21
Q1 2014Added+10.9K147.5K1.0%$222.68 → $215.86$219.27$125.09
Q4 2013Added+14.0K136.6K1.0%$191.10 → $222.68$206.89$117.58
Q3 2013Added+3.0K122.6K0.8%$182.75 → $191.10$186.92$107.38
Q2 2013Added+8.5K119.6K0.8%$169.84 → $182.75$176.29$105.38
Q1 2013Added+10.0K111.1K0.7%$151.58 → $169.84$160.71$99.96
Q3 2012Added+5.0K101.1K0.6%$123.63 → $134.28$128.95$93.95
Q1 2012Added+12.0K96.1K0.5%$101.53 → $118.00$109.76$92.13
Q4 2011Added+51.0K84.1K0.5%$85.72 → $101.53$93.62$89.61
Q3 2011Added+29.0K33.1K0.2%$84.26 → $85.72$84.99$83.42
Q4 2010New+4.1K4.1K0.0%$74.26 → $70.38$72.32$72.32
Tom Russo 0.3% · since Q4 2010

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$100.00$200.00$300.00Q4 2010Q4 2013Q2 2015Q4 2016Q2 2018Q4 2019Q2 2021Q4 2022Q2 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−6.6K87.3K0.3%$302.24 → $343.09$322.67$49.08
Q1 2026Trimmed−15.0K93.8K0.3%$350.71 → $302.24$326.48$49.08
Q4 2025Trimmed−13.4K108.8K0.4%$341.38 → $350.71$346.05$49.08
Q3 2025Trimmed−4.7K122.3K0.4%$355.05 → $341.38$348.22$49.08
Q2 2025Trimmed−3.8K126.9K0.5%$350.46 → $355.05$352.76$49.08
Q1 2025Trimmed−74.0K130.7K0.5%$316.04 → $350.46$333.25$49.08
Q4 2024Trimmed−60.8K204.7K0.7%$274.95 → $316.04$295.50$49.08
Q3 2024Trimmed−17.3K265.5K0.7%$262.47 → $274.95$268.71$49.08
Q2 2024Trimmed−12.9K282.7K0.8%$279.08 → $262.47$270.78$49.08
Q1 2024Trimmed−27.3K295.6K0.8%$260.35 → $279.08$269.72$49.08
Q4 2023Trimmed−8.4K322.9K0.9%$230.01 → $260.35$245.18$49.08
Q3 2023Trimmed−2.7K331.3K0.8%$237.48 → $230.01$233.75$49.08
Q2 2023Trimmed−7.1K334.0K0.8%$225.46 → $237.48$231.47$49.08
Q1 2023Trimmed−5.6K341.1K0.8%$207.76 → $225.46$216.61$49.08
Q4 2022Trimmed−16.5K346.7K0.8%$177.65 → $207.76$192.71$49.08
Q3 2022Trimmed−5.4K363.2K0.8%$196.89 → $177.65$187.27$49.08
Q2 2022Trimmed−10.6K368.6K0.8%$221.77 → $196.89$209.33$49.08
Q1 2022Trimmed−2.9K379.2K0.8%$216.71 → $221.77$219.24$49.08
Q4 2021Trimmed−20.6K382.2K0.7%$222.75 → $216.71$219.73$49.08
Q3 2021Trimmed−3.6K402.8K0.8%$233.82 → $222.75$228.28$49.08
Q2 2021Trimmed−8.7K406.4K0.8%$211.73 → $233.82$222.78$49.08
Q1 2021Trimmed−35.1K415.1K0.8%$218.73 → $211.73$215.23$49.08
Q4 2020Trimmed−22.7K450.2K0.9%$199.97 → $218.73$209.35$49.08
Q3 2020Trimmed−11.9K472.9K0.9%$193.17 → $199.97$196.57$49.08
Q2 2020Trimmed−28.3K484.8K1.0%$161.12 → $193.17$177.14$49.08
Q1 2020Added+18.1K513.1K0.8%$187.90 → $161.12$174.51$49.08
Q4 2019Trimmed−7.6K495.0K0.7%$172.01 → $187.90$179.95$44.49
Q3 2019Trimmed−10.4K502.6K0.7%$173.55 → $172.01$172.78$44.49
Q2 2019Trimmed−7.2K513.0K0.7%$156.19 → $173.55$164.87$44.49
Q1 2019Trimmed−64.3K520.2K0.6%$131.94 → $156.19$144.06$44.49
Q4 2018Trimmed−32.1K584.5K0.6%$150.09 → $131.94$141.01$44.49
Q3 2018Trimmed−7.4K616.6K0.7%$132.45 → $150.09$141.27$44.49
Q2 2018Added+54.4K624.0K0.6%$119.62 → $132.45$126.03$44.49
Q1 2018Trimmed−4.8K569.6K0.5%$114.02 → $119.62$116.82$36.70
Q4 2017Added+7.3K574.4K0.5%$105.24 → $114.02$109.63$36.70
Q3 2017Added+4.9K567.1K0.4%$93.78 → $105.24$99.51$35.75
Q2 2017Added+12.0K562.2K0.4%$88.87 → $93.78$91.32$35.20
Q1 2017Added+10.1K550.2K0.4%$78.02 → $88.87$83.44$33.98
Q4 2015Added+18.0K542.0K0.4%$69.66 → $77.55$73.61$33.05
Q3 2015Trimmed−19.2K523.9K0.3%$67.15 → $69.66$68.41$31.65
Q2 2015Added+84.4K543.1K0.3%$65.41 → $67.15$66.28$31.65
Q4 2014Added+1.8K114.6K0.3%$213.37 → $262.20$237.78$101.14
Q3 2014Added+665112.8K0.2%$210.71 → $213.37$212.04$98.95
Q2 2014Added+1.5K112.2K0.2%$215.86 → $210.71$213.28$98.28
Q1 2014Added+2.2K110.7K0.2%$222.68 → $215.86$219.27$96.75
Q4 2013Added+2.0K108.5K0.2%$191.10 → $222.68$206.89$94.27
Q3 2013Trimmed−2.5K106.5K0.2%$182.75 → $191.10$186.92$92.13
Q2 2013Added+3.4K108.9K0.2%$169.84 → $182.75$176.29$92.13
Q2 2011Added+20.5K69.9K0.1%$73.62 → $84.26$78.94$74.15
Q1 2011Added+24.3K49.4K0.1%$70.38 → $73.62$72.00$72.16
Q4 2010New+25.1K25.1K0.1%$74.26 → $70.38$72.32$72.32
Nick Train 0.1% · since Q2 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$150.00$200.00$250.00$300.00$350.00Q2 2020Q1 2021Q4 2021Q3 2022Q2 2023Q1 2024Q4 2024Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+20010.5K0.1%$302.24 → $343.09$322.67$216.83
Q1 2026Added+30010.3K0.1%$350.71 → $302.24$326.48$214.78
Q2 2025Trimmed−1.2K10.0K0.1%$350.46 → $355.05$352.76$211.43
Q3 2024Added+3.5K11.2K0.1%$262.47 → $274.95$268.71$211.43
Q4 2023Added+4007.7K0.0%$230.01 → $260.35$245.18$185.39
Q2 2023Added+5007.3K0.0%$225.46 → $237.48$231.47$182.11
Q3 2022Added+9006.8K0.0%$196.89 → $177.65$187.27$178.49
Q2 2020New+5.9K5.9K0.0%$161.12 → $193.17$177.14$177.14
Glenn Greenberg 0.0% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+6186180.0%$302.24 → $343.09$322.67$322.67
Yacktman 0.0% · since Q3 2024

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$250.00$275.00$300.00$325.00$350.00Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—7320.0%$302.24 → $343.09—$268.71
Q3 2024New+7327320.0%$262.47 → $274.95$268.71$268.71
VI

Giants Who Sold Out in the Last 8 Quarters