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DIS - DISNEY WALT CO

This page shows which of the focused investors we track hold DIS and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2015 it was held by 13 managers with an aggregate reported value of $842.35M, which is 0.11% of the combined portfolio.

As of Q1 2015, 13 tracked institutional managers held DIS (DISNEY WALT CO) with an aggregate reported value of $842.35M0.11% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2015
Ticker
DIS

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Vulcan Value Partners - Vulcan Value Partners2.48%Add +0.8%2,372,764$248.88M
2Thomas Gayner - Markel Asset Management4.09%Add +0.8%1,541,500$161.69M
3Lindsell Train - Lindsell Train12.32%Reduce -1.9%1,435,869$149.41M
4Mairs & Power Growth Fund - Mairs & Power Growth Fund1.36%Reduce -0.2%943,494$98.96M
5Sarah Ketterer - Causeway Capital Management1.75%Reduce -12.5%479,074$67.04M
6John Armitage - Egerton Capital0.89%New616,728$64.69M
7Francois Rochon - Giverny Capital7.49%New326,079$34.2M
8Dodge & Cox - Dodge & Cox0.01%Reduce -2.0%66,469$6.97M
9Ruane Cunniff LP - Ruane Cunniff LP0.03%-57,374$6.02M
10Bill Nygren - Oakmark Funds0.01%Reduce -69.3%31,355$3.29M
11Thomas Russo - Gardner Russo & Quinn0.00%Reduce -26.5%4,850$509K
12Torray Funds - Torray Funds0.05%New4,038$424K
13Christopher Davis - Davis Advisors 0.00%Reduce -2.4%2,577$270K
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