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DIS - The Walt Disney Company

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 2024 it was held by 18 managers with an aggregate reported value of $6.94B, which is 0.59% of the combined portfolio.

As of Q1 2024, 18 tracked institutional managers held DIS (The Walt Disney Company) with an aggregate reported value of $6.94B0.59% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2024
Ticker
DIS

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

Holders

1Nelson Peltz - Trian Fund Management49.33%-32,337,856$3.96B
2ValueAct Capital - ValueAct Capital14.59%Add +6.5%5,418,631$663.02M
3Lindsell Train - Lindsell Train12.85%Reduce -9.0%5,056,482$611.78M
4First Eagle - First Eagle Investment Management1.13%Add +1.0%4,053,071$495.93M
5Bill Nygren - Oakmark Funds0.46%Reduce -2.3%2,315,243$283.29M
6Thomas Gayner - Markel Asset Management2.45%-2,031,665$248.59M
7Yacktman Asset Management - Yacktman Asset Management1.81%Reduce -0.1%1,646,882$201.51M
8Richard Pzena - Pzena Investment Management0.44%Reduce -40.3%1,046,343$128.03M
9Sarah Ketterer - Causeway Capital Management2.63%Reduce -25.4%822,867$100.74M
10Duan Yongping - H&H International Investment0.65%-749,700$91.73M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.45%Reduce -0.8%380,098$46.51M
12Dodge & Cox - Dodge & Cox0.02%Reduce -2.2%310,878$38.04M
13Francois Rochon - Giverny Capital1.16%Add +0.9%232,766$28.48M
14Christopher Bloomstran - Semper Augustus2.94%Reduce -34.5%131,211$16.05M
15Robert Olstein - Olstein Capital Management2.38%Reduce -14.4%119,000$14.56M
16Kahn Brothers Group - Kahn Brothers Group1.70%New93,932$11.49M
17Hillman Value Fund - Hillman Value Fund2.16%Reduce -5.6%55,008$6.73M
18Thomas Russo - Gardner Russo & Quinn0.01%Reduce -2.0%4,086$499.93K
Loading holder history for DIS