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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 Q3 2023 it was held by 18 managers with an aggregate reported value of $4.3B, which is 0.41% of the combined portfolio.

As of Q3 2023, 18 tracked institutional managers held DIS (The Walt Disney Company) with an aggregate reported value of $4.3B0.41% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2023
Ticker
DIS

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

Holders

1Nelson Peltz - Trian Fund Management40.52%Add +411.6%32,868,307$2.66B
2Lindsell Train - Lindsell Train9.09%Reduce -0.8%5,585,690$452.8M
3First Eagle - First Eagle Investment Management0.84%New4,024,313$326.17M
4Bill Nygren - Oakmark Funds0.32%Add +3.1%2,057,346$166.75M
5Thomas Gayner - Markel Asset Management1.99%Add +0.5%2,029,665$164.5M
6Yacktman Asset Management - Yacktman Asset Management1.33%Reduce -0.2%1,661,542$134.67M
7Sarah Ketterer - Causeway Capital Management2.33%Add +30.2%1,088,542$88.23M
8Richard Pzena - Pzena Investment Management0.36%New1,035,416$83.92M
9Duan Yongping - H&H International Investment0.49%Reduce -13.7%799,700$64.82M
10Pat Dorsey - Dorsey Asset Management6.64%Reduce -3.3%627,314$50.84M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.35%Reduce -27.8%367,282$29.77M
12Dodge & Cox - Dodge & Cox0.02%Reduce -7.2%338,428$27.43M
13Francois Rochon - Giverny Capital1.02%Add +0.1%230,818$18.71M
14Robert Olstein - Olstein Capital Management1.93%Add +7.8%139,000$11.27M
15Christopher Bloomstran - Semper Augustus2.38%Add +0.2%122,252$9.91M
16Hillman Value Fund - Hillman Value Fund2.38%Add +16.7%76,166$6.17M
17Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust0.00%New16,800$1.36M
18Thomas Russo - Gardner Russo & Quinn0.00%Reduce -1.5%4,370$354.2K
Loading holder history for DIS