Walt Disney Co. (DIS)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.964%
Hold Price * :$93.41
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2024
≡ Hillman Value Fund Reduce 5.45% 3,000 0.15
≡ Robert Olstein - Olstein Capital Management Reduce 14.39% 20,000 0.40
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
≡ Francois Rochon - Giverny Capital Reduce 0.03% 61 0.00
≡ First Eagle Investment Management Reduce 0.27% 10,823 0.00
≡ Lindsell Train Reduce 0.55% 31,000 0.05
≡ Yacktman Asset Management Reduce 0.76% 12,686 0.01
≡ Nelson Peltz - Trian Fund Management Reduce 1.61% 530,451 0.68
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.55% 199 0.00
≡ Hillman Value Fund Reduce 24.66% 18,000 0.73
≡ Pat Dorsey - Dorsey Asset Management Sell 100.00% 627,314 6.64
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 16,800 0.00
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
≡ Yacktman Asset Management Reduce 0.16% 2,643 0.00
≡ Lindsell Train Reduce 0.85% 48,000 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.47% 65 0.00
≡ Pat Dorsey - Dorsey Asset Management Reduce 3.31% 21,502 0.23
≡ David Rolfe - Wedgewood Partners Sell 100.00% 3,300 0.05
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
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.45% 20 0.00
≡ Pat Dorsey - Dorsey Asset Management Reduce 9.81% 70,608 0.83
≡ Torray Funds Sell 100.00% 119,815 2.15
≡ David Tepper - Appaloosa Management Sell 100.00% 300,000 1.62
≡ Mairs & Power Growth Fund Sell 100.00% 420,000 0.92
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
≡ Yacktman Asset Management Reduce 0.02% 351 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.28% 104 0.00
≡ Pat Dorsey - Dorsey Asset Management Reduce 3.62% 27,045 0.31
≡ Nelson Peltz - Trian Fund Management Reduce 34.48% 3,113,116 8.31
≡ Daniel Loeb - Third Point Sell 100.00% 950,000 1.38
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
≡ Yacktman Asset Management Reduce 0.15% 2,566 0.00
≡ Lindsell Train Reduce 0.30% 16,400 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.86% 233 0.00
≡ David Rolfe - Wedgewood Partners Reduce 7.58% 250 0.00
≡ Daniel Loeb - Third Point Reduce 32.14% 450,000 0.65
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
≡ Yacktman Asset Management Reduce 0.12% 1,985 0.00
≡ Lindsell Train Reduce 0.73% 39,800 0.08
≡ Mairs & Power Growth Fund Reduce 7.69% 35,000 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 7.92% 412 0.00
≡ Viking Global Investors Sell 100.00% 1,741,500 0.75
≡ David Tepper - Appaloosa Management Sell 100.00% 50,000 0.30
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
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.91% 48 0.00
≡ Robert Olstein - Olstein Capital Management Reduce 5.06% 4,000 0.06
≡ Yacktman Asset Management Reduce 5.72% 101,158 0.10
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
≡ Yacktman Asset Management Reduce 0.33% 5,789 0.01

* "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.