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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 Q4 2020 it was held by 21 managers with an aggregate reported value of $4.85B, which is 0.45% of the combined portfolio.

As of Q4 2020, 21 tracked institutional managers held DIS (DISNEY WALT CO) with an aggregate reported value of $4.85B0.45% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2020
Ticker
DIS

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

Holders

1Lindsell Train - Lindsell Train14.33%Reduce -7.5%5,445,740$986.66M
2Daniel Loeb - Third Point6.70%Reduce -9.4%4,800,000$869.66M
3Viking Global Investors - Viking Global Investors2.13%New4,271,505$773.91M
4Ruane Cunniff LP - Ruane Cunniff LP5.35%Reduce -0.9%2,767,727$501.46M
5Yacktman Asset Management - Yacktman Asset Management5.28%Reduce -23.0%2,356,885$427.02M
6Thomas Gayner - Markel Asset Management5.03%Add +0.1%1,863,585$337.65M
7Mairs & Power Growth Fund - Mairs & Power Growth Fund2.26%Reduce -29.5%1,123,690$203.59M
8Duan Yongping - H&H International Investment2.68%Reduce -54.1%1,036,900$187.87M
9David Tepper - Appaloosa Management2.02%Reduce -15.3%745,000$134.98M
10Stanley Druckenmiller - Duquesne Family Office LLC3.34%Add +295.1%684,335$123.99M
11Sarah Ketterer - Causeway Capital Management1.87%Reduce -16.9%548,341$99.35M
12Dodge & Cox - Dodge & Cox0.07%Reduce -10.3%505,449$91.58M
13Bill Nygren - Oakmark Funds0.08%Add +1.2%240,462$43.57M
14Francois Rochon - Giverny Capital2.62%Add +4.0%188,443$34.14M
15Torray Funds - Torray Funds2.75%Add +0.0%92,032$16.67M
16Robert Olstein - Olstein Capital Management1.59%Add +1.9%55,000$9.97M
17Christopher Bloomstran - Semper Augustus3.06%Reduce -49.4%38,660$7M
18Steven Check - Check Capital Management0.37%Reduce -22.6%20,103$3.64M
19Thomas Russo - Gardner Russo & Quinn0.01%Reduce -0.0%5,202$943K
20First Pacific Advisors - First Pacific Advisors0.01%Reduce -28.9%4,340$786K
21David Katz - Matrix Asset Advisors0.03%New1,140$207K
Loading holder history for DIS