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DIS: insider buying, 13F holders, analyst moves
Disney Walt Co
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SEC Form 13F · Q2 2026
14 of our 100 managers hold DIS
Combined reported value $3.19B; 4 sold out since Q1 2026.
Holders among our 100 managers: 12 in Q3 2023, 14 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Sanders Capital | $1.33B | 1.33% | New |
| Viking Global Investors | $689.0M | 1.96% | Trimmed |
| D1 Capital Partners | $276.7M | 0.80% | Added |
| Lindsell Train | $251.0M | 9.55% | Trimmed |
| Corvex | $208.0M | 6.46% | Unchanged |
| Markel Group | $195.5M | 1.49% | Unchanged |
| Yacktman Asset | $132.4M | 1.64% | Added |
| Giverny Capital | $49.6M | 1.67% | Trimmed |
| Kahn Brothers Group | $34.6M | 5.46% | Trimmed |
| Semper Augustus Investments Group | $15.5M | 1.75% | Added |
| Tudor Investment | $10.6M | 0.04% | Trimmed |
| Tweedy, Browne | $4.3M | 0.33% | New |
| Soros Fund Management | $1.0M | 0.01% | Unchanged |
| Gardner Russo & Quinn | $240K | 0.00% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.