Walt Disney Co. (DIS)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.96%
Hold Price * :$92.42
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Richard Pzena - Hancock Classic Value Add 517.41% 285,159 1.63
Christopher Bloomstran - Semper Augustus Add 63.85% 78,059 1.48
Thomas Gayner - Markel Asset Management Add 0.10% 2,000 0.00
ValueAct Capital Buy 5,086,331 9.19
Q3  2023
Nelson Peltz - Trian Fund Management Add 411.56% 26,443,257 32.60
Hillman Value Fund Add 21.67% 13,000 0.52
Robert Olstein - Olstein Capital Management Add 7.75% 10,000 0.14
Thomas Gayner - Markel Asset Management Add 0.45% 9,000 0.01
Christopher Bloomstran - Semper Augustus Add 0.19% 229 0.00
Francois Rochon - Giverny Capital Add 0.11% 262 0.00
First Eagle Investment Management Buy 4,024,313 0.86
Richard Pzena - Hancock Classic Value Buy 55,113 0.30
Bill & Melinda Gates Foundation Trust Buy 16,800 0.00
Q2  2023
Robert Olstein - Olstein Capital Management Add 10.26% 12,000 0.17
Nelson Peltz - Trian Fund Management Add 8.59% 508,366 1.17
David Rolfe - Wedgewood Partners Add 8.20% 250 0.00
Christopher Bloomstran - Semper Augustus Add 6.96% 7,937 0.17
Francois Rochon - Giverny Capital Add 0.68% 1,568 0.01
Thomas Gayner - Markel Asset Management Add 0.10% 2,000 0.00
Yacktman Asset Management Add 0.10% 1,728 0.00
Lindsell Train Add 0.04% 2,200 0.00
Q1  2023
Lindsell Train Add 3.69% 200,600 0.35
Francois Rochon - Giverny Capital Add 1.32% 2,978 0.02
Christopher Bloomstran - Semper Augustus Add 0.86% 976 0.02
Thomas Gayner - Markel Asset Management Add 0.65% 13,000 0.02
Torray Funds Add 0.12% 144 0.00
Q4  2022
Christopher Bloomstran - Semper Augustus Add 67.90% 45,743 1.08
Robert Olstein - Olstein Capital Management Add 37.65% 32,000 0.43
Torray Funds Add 17.17% 17,540 0.27
Pat Dorsey - Dorsey Asset Management Add 0.72% 5,364 0.07
Thomas Gayner - Markel Asset Management Add 0.70% 14,000 0.02
Francois Rochon - Giverny Capital Add 0.33% 752 0.00
Nelson Peltz - Trian Fund Management Buy 9,029,800 16.10
Hillman Value Fund Buy 60,000 2.80
David Tepper - Appaloosa Management Buy 300,000 1.93
Q3  2022
David Rolfe - Wedgewood Partners Add 43.48% 1,000 0.02
Daniel Loeb - Third Point Add 40.00% 400,000 0.69
Robert Olstein - Olstein Capital Management Add 13.33% 10,000 0.16
Christopher Bloomstran - Semper Augustus Add 2.11% 1,392 0.04
Thomas Gayner - Markel Asset Management Add 1.27% 25,000 0.03
Francois Rochon - Giverny Capital Add 1.02% 2,282 0.01
Pat Dorsey - Dorsey Asset Management Add 0.13% 941 0.01
Q2  2022
Torray Funds Add 51.24% 34,600 0.63
Christopher Bloomstran - Semper Augustus Add 34.35% 16,868 0.47
David Rolfe - Wedgewood Partners Add 16.46% 325 0.01
Francois Rochon - Giverny Capital Add 6.40% 13,417 0.08
Thomas Gayner - Markel Asset Management Add 2.29% 44,000 0.06
Lindsell Train Add 1.70% 91,500 0.17
Pat Dorsey - Dorsey Asset Management Add 0.07% 554 0.01
Daniel Loeb - Third Point Buy 1,000,000 2.23
Viking Global Investors Buy 1,741,500 0.75
David Tepper - Appaloosa Management Buy 50,000 0.30
Q1  2022
Christopher Bloomstran - Semper Augustus Add 28.95% 11,026 0.38
Robert Olstein - Olstein Capital Management Add 16.18% 11,000 0.19
Pat Dorsey - Dorsey Asset Management Add 7.93% 54,349 0.72
Thomas Gayner - Markel Asset Management Add 2.26% 42,500 0.07
Torray Funds Add 0.47% 315 0.01
Francois Rochon - Giverny Capital Add 0.19% 397 0.00
David Rolfe - Wedgewood Partners Buy 1,975 0.04
Q4  2021
Robert Olstein - Olstein Capital Management Add 23.64% 13,000 0.24
Francois Rochon - Giverny Capital Add 4.42% 8,862 0.07
Christopher Bloomstran - Semper Augustus Add 1.39% 522 0.03
Lindsell Train Add 0.96% 52,750 0.12
Thomas Gayner - Markel Asset Management Add 0.86% 16,000 0.03
Thomas Russo - Gardner Russo & Quinn Add 0.57% 30 0.00
Q3  2021
Pat Dorsey - Dorsey Asset Management Add 9.61% 68,182 1.01
Torray Funds Add 0.13% 100 0.00
Q2  2021
Lindsell Train Add 7.52% 391,250 0.89
Francois Rochon - Giverny Capital Add 7.30% 13,717 0.15
Robert Olstein - Olstein Capital Management Add 5.77% 3,000 0.07
Thomas Russo - Gardner Russo & Quinn Add 0.38% 20 0.00
Christopher Bloomstran - Semper Augustus Add 0.33% 126 0.01
Torray Funds Add 0.17% 134 0.00
Thomas Gayner - Markel Asset Management Add 0.01% 220 0.00
Pat Dorsey - Dorsey Asset Management Buy 709,571 9.40
Q1  2021
Thomas Gayner - Markel Asset Management Add 0.02% 360 0.00
Lee Ainslie - Maverick Capital Buy 8,934 0.02
Q4  2020
Francois Rochon - Giverny Capital Add 4.00% 7,255 0.10
Robert Olstein - Olstein Capital Management Add 1.85% 1,000 0.03
Thomas Gayner - Markel Asset Management Add 0.06% 1,205 0.00
Torray Funds Add 0.04% 35 0.00
Viking Global Investors Buy 4,271,505 2.13
David Katz - Matrix Asset Advisors Buy 1,140 0.03
Q3  2020
Torray Funds Add 17.26% 13,542 0.31
Yacktman Asset Management Add 4.84% 141,122 0.26
Thomas Russo - Gardner Russo & Quinn Add 1.76% 90 0.00
Lee Ainslie - Maverick Capital Buy 5,916 0.01
Q2  2020
Daniel Loeb - Third Point Add 285.96% 4,075,000 6.24
Thomas Russo - Gardner Russo & Quinn Add 18.82% 810 0.00
Lindsell Train Add 7.29% 420,412 0.78
Francois Rochon - Giverny Capital Add 1.40% 2,573 0.03
Christopher Bloomstran - Semper Augustus Add 0.79% 600 0.04
Ruane, Cunniff & Goldfarb - Sequoia Fund Buy 999,712 3.14
David Tepper - Appaloosa Management Buy 1,200,000 2.32
Torray Funds Buy 78,455 1.65
Q1  2020
Christopher Bloomstran - Semper Augustus Add 249.23% 54,360 3.31
Robert Olstein - Olstein Capital Management Add 18.46% 11,000 0.23
Lindsell Train Add 3.93% 218,000 0.45
Thomas Gayner - Markel Asset Management Add 0.43% 7,950 0.01
Daniel Loeb - Third Point Buy 1,425,000 2.20

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.