Walt Disney Co. (DIS)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:13
Ownership rank:15
% of all portfolios:0.666%
Hold Price * :$96.19
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q3  2024
≡ Christopher Bloomstran - Semper Augustus Add 2.00% 2,731 0.04
≡ Francois Rochon - Giverny Capital Add 5.27% 12,286 0.05
≡ Lindsell Train Add 11.47% 561,130 1.22
≡ ValueAct Capital Add 21.70% 1,331,200 2.93
≡ Hillman Value Fund Add 25.00% 13,000 0.57
≡ Robert Olstein - Olstein Capital Management Add 31.93% 38,000 0.62
≡ Harry Burn - Sound Shore Add 52.63% 328,039 1.03
≡ Kahn Brothers Group Add 83.54% 184,542 3.06
≡ Yacktman Asset Management Reduce 5.83% 95,338 0.09
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.92% 201 0.00
≡ First Eagle Investment Management Reduce 0.05% 2,102 0.00
≡ Nelson Peltz - Trian Fund Management Sell 100.00% 2,645,583 6.41
Q2  2024
≡ Francois Rochon - Giverny Capital Add 0.21% 496 0.00
≡ Christopher Bloomstran - Semper Augustus Add 4.18% 5,482 0.10
≡ ValueAct Capital Add 13.20% 715,000 2.00
≡ Kahn Brothers Group Add 135.17% 126,971 2.12
≡ Harry Burn - Sound Shore Buy 623,252 2.06
≡ Nelson Peltz - Trian Fund Management Reduce 91.82% 29,692,273 71.94
≡ Richard Pzena - Hancock Classic Value Reduce 24.40% 83,036 0.71
≡ Lindsell Train Reduce 3.29% 166,200 0.39
≡ Yacktman Asset Management Reduce 0.69% 11,373 0.01
≡ First Eagle Investment Management Reduce 0.32% 12,954 0.00
Q1  2024
≡ Francois Rochon - Giverny Capital Add 0.87% 2,009 0.01
≡ First Eagle Investment Management Add 0.99% 39,581 0.01
≡ ValueAct Capital Add 6.53% 332,300 0.89
≡ Kahn Brothers Group Buy 93,932 1.70
≡ Christopher Bloomstran - Semper Augustus Reduce 34.50% 69,100 1.55
≡ Robert Olstein - Olstein Capital Management Reduce 14.39% 20,000 0.40
≡ Lindsell Train Reduce 8.97% 498,208 1.27
≡ Hillman Value Fund Reduce 5.45% 3,000 0.15
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.04% 85 0.00
≡ Yacktman Asset Management Reduce 0.12% 1,974 0.00
Q4  2023
≡ Thomas Gayner - Markel Group Add 0.10% 2,000 0.00
≡ Christopher Bloomstran - Semper Augustus Add 63.85% 78,059 1.48
≡ Richard Pzena - Hancock Classic Value Add 517.41% 285,159 1.63
≡ ValueAct Capital Buy 5,086,331 9.19
≡ Hillman Value Fund Reduce 24.66% 18,000 0.73
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.55% 199 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 1.61% 530,451 0.68
≡ Yacktman Asset Management Reduce 0.76% 12,686 0.01
≡ Lindsell Train Reduce 0.55% 31,000 0.05
≡ First Eagle Investment Management Reduce 0.27% 10,823 0.00
≡ Francois Rochon - Giverny Capital Reduce 0.03% 61 0.00
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 16,800 0.00
≡ Pat Dorsey - Dorsey Asset Management Sell 100.00% 627,314 6.64
Q3  2023
≡ Francois Rochon - Giverny Capital Add 0.11% 262 0.00
≡ Christopher Bloomstran - Semper Augustus Add 0.19% 229 0.00
≡ Thomas Gayner - Markel Group Add 0.45% 9,000 0.01
≡ Robert Olstein - Olstein Capital Management Add 7.75% 10,000 0.14
≡ Hillman Value Fund Add 21.67% 13,000 0.52
≡ Nelson Peltz - Trian Fund Management Add 411.56% 26,443,257 32.60
≡ Bill & Melinda Gates Foundation Trust Buy 16,800 0.00
≡ Richard Pzena - Hancock Classic Value Buy 55,113 0.30
≡ First Eagle Investment Management Buy 4,024,313 0.86
≡ Pat Dorsey - Dorsey Asset Management Reduce 3.31% 21,502 0.23
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.47% 65 0.00
≡ Lindsell Train Reduce 0.85% 48,000 0.08
≡ Yacktman Asset Management Reduce 0.16% 2,643 0.00
≡ David Rolfe - Wedgewood Partners Sell 100.00% 3,300 0.05
Q2  2023
≡ Lindsell Train Add 0.04% 2,200 0.00
≡ Thomas Gayner - Markel Group Add 0.10% 2,000 0.00
≡ Yacktman Asset Management Add 0.10% 1,728 0.00
≡ Francois Rochon - Giverny Capital Add 0.68% 1,568 0.01
≡ Christopher Bloomstran - Semper Augustus Add 6.96% 7,937 0.17
≡ David Rolfe - Wedgewood Partners Add 8.20% 250 0.00
≡ Nelson Peltz - Trian Fund Management Add 8.59% 508,366 1.17
≡ Robert Olstein - Olstein Capital Management Add 10.26% 12,000 0.17
≡ Pat Dorsey - Dorsey Asset Management Reduce 9.81% 70,608 0.83
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.45% 20 0.00
≡ Mairs & Power Growth Fund Sell 100.00% 420,000 0.92
≡ David Tepper - Appaloosa Management Sell 100.00% 300,000 1.62
≡ Torray Funds Sell 100.00% 119,815 2.15
Q1  2023
≡ Torray Funds Add 0.12% 144 0.00
≡ Thomas Gayner - Markel Group Add 0.65% 13,000 0.02
≡ Christopher Bloomstran - Semper Augustus Add 0.86% 976 0.02
≡ Francois Rochon - Giverny Capital Add 1.32% 2,978 0.02
≡ Lindsell Train Add 3.69% 200,600 0.35
≡ Nelson Peltz - Trian Fund Management Reduce 34.48% 3,113,116 8.31
≡ Pat Dorsey - Dorsey Asset Management Reduce 3.62% 27,045 0.31
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.28% 104 0.00
≡ Yacktman Asset Management Reduce 0.02% 351 0.00
≡ Daniel Loeb - Third Point Sell 100.00% 950,000 1.38
Q4  2022
≡ Francois Rochon - Giverny Capital Add 0.33% 752 0.00
≡ Thomas Gayner - Markel Group Add 0.70% 14,000 0.02
≡ Pat Dorsey - Dorsey Asset Management Add 0.72% 5,364 0.07
≡ Torray Funds Add 17.17% 17,540 0.27
≡ Robert Olstein - Olstein Capital Management Add 37.65% 32,000 0.43
≡ Christopher Bloomstran - Semper Augustus Add 67.90% 45,743 1.08
≡ David Tepper - Appaloosa Management Buy 300,000 1.93
≡ Hillman Value Fund Buy 60,000 2.80
≡ Nelson Peltz - Trian Fund Management Buy 9,029,800 16.10
≡ Daniel Loeb - Third Point Reduce 32.14% 450,000 0.65
≡ David Rolfe - Wedgewood Partners Reduce 7.58% 250 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.86% 233 0.00
≡ Lindsell Train Reduce 0.30% 16,400 0.03
≡ Yacktman Asset Management Reduce 0.15% 2,566 0.00
Q3  2022
≡ Pat Dorsey - Dorsey Asset Management Add 0.13% 941 0.01
≡ Francois Rochon - Giverny Capital Add 1.02% 2,282 0.01
≡ Thomas Gayner - Markel Group Add 1.27% 25,000 0.03
≡ Christopher Bloomstran - Semper Augustus Add 2.11% 1,392 0.04

* "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.