← Top Holdings

DISDISNEY WALT CO

CUSIP: 254687106

🔥 Bought by 8 superinvestors this quarter

22

Guru Owners

$3.24B

Total Value Held

28.4M

Total Shares

$1.27B
3.38%
$396.1M
10.05%
$350.2M
4.98%
$252.0M
2.35%
$231.1M
1.84%
$151.8M
2.12%
$109.1M
3.47%
$80.4M
0.86%
$63.4M
0.69%
$62.1M
0.85%
$61.9M
2.07%
$44.9M
7.97%
$36.1M
1.61%
$33.7M
0.32%
$30.8M
0.02%
$16.6M
1.91%
$16.4M
0.53%
$12.3M
2.52%
$10.3M
0.03%
$2.8M
1.76%
$286K
0.00%
$206K
0.00%

📊 Fundamentals

Market Cap$186.9B
P/E Ratio15.5x
Near market avg
Forward P/E14.4x
P/FCF58.9x
EPS (TTM)$6.79
Revenue (TTM)$95.7B
Profit Margin12.80%
Div Yield1.41%
Beta1.44

52-Week Range

$84.60
$124.69

Current: $105.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.5x trailing earnings → 14.4x forward · 12.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.44B$2.89B$4.33B$5.77BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '2522 owners · $3.24B
INCREASEDAndreas Halvorsen$1.27B
REDUCEDLindsell Train$396.1M
REDUCEDMason Morfit$350.2M
INCREASEDDan Sundheim$252.0M
REDUCEDDonald Yacktman$151.8M
INCREASEDHarry Burn$109.1M
INCREASEDLee Ainslie$80.4M
INCREASEDJohn Rogers$63.4M
REDUCEDSarah Ketterer$62.1M
INCREASEDFrancois Rochon$61.9M
REDUCEDKahn Brothers$44.9M
INCREASEDLongleaf Partners$36.1M
REDUCEDMairs & Power$33.7M
REDUCEDDodge & Cox$30.8M
INCREASEDChristopher Bloomstran$16.6M
INCREASEDFPA Queens Road$16.4M
REDUCEDRobert Olstein$12.3M
INCREASEDRichard Pzena$10.3M
REDUCEDHillman Value Fund$2.8M
REDUCEDBill Nygren$206K
Q3 '2522 owners · $3.27B
REDUCEDAndreas Halvorsen$1.20B
REDUCEDMason Morfit$502.9M
REDUCEDLindsell Train$426.6M
INCREASEDLee Ainslie$185.5M
REDUCEDDonald Yacktman$155.5M
NEWDan Sundheim$138.1M
INCREASEDHarry Burn$81.9M
REDUCEDSarah Ketterer$68.2M
INCREASEDJohn Rogers$57.2M
INCREASEDKahn Brothers$45.2M
NEWMairs & Power$35.9M
REDUCEDDodge & Cox$33.0M
REDUCEDLongleaf Partners$32.7M
REDUCEDFrancois Rochon$29.8M
INCREASEDChristopher Bloomstran$16.7M
REDUCEDFPA Queens Road$16.1M
REDUCEDRobert Olstein$12.5M
REDUCEDHillman Value Fund$3.1M
REDUCEDTom Russo$287K
INCREASEDBill Nygren$220K
Q2 '2520 owners · $2.87B
NEWAndreas Halvorsen$725.2M
REDUCEDMason Morfit$630.9M
REDUCEDLindsell Train$506.9M
NEWLee Ainslie$187.1M
REDUCEDDonald Yacktman$176.6M
REDUCEDHarry Burn$81.8M
REDUCEDSarah Ketterer$77.3M
INCREASEDKahn Brothers$48.7M
REDUCEDDodge & Cox$36.2M
NEWLongleaf Partners$36.0M
INCREASEDFrancois Rochon$32.3M
NEWJohn Rogers$21.4M
INCREASEDChristopher Bloomstran$17.9M
INCREASEDFPA Queens Road$17.8M
REDUCEDRobert Olstein$13.9M
REDUCEDHillman Value Fund$3.6M
REDUCEDTom Russo$349K
REDUCEDBill Nygren$200K
Q1 '2516 owners · $1.74B
REDUCEDLindsell Train$422.5M
REDUCEDDonald Yacktman$145.8M
NEWSarah Ketterer$94.1M
INCREASEDHarry Burn$92.0M
REDUCEDKahn Brothers$34.4M
REDUCEDDodge & Cox$29.3M
REDUCEDFrancois Rochon$24.4M
REDUCEDChristopher Bloomstran$13.8M
INCREASEDRobert Olstein$13.8M
NEWFPA Queens Road$13.5M
NEWHillman Value Fund$4.0M
INCREASEDBill Nygren$495K
REDUCEDTom Russo$290K
NEWRichard Pzena$251K
Q4 '2412 owners · $1.85B
REDUCEDMason Morfit$731.1M
REDUCEDLindsell Train$496.4M
REDUCEDDonald Yacktman$167.9M
REDUCEDHarry Burn$86.4M
REDUCEDKahn Brothers$39.3M
NEWDodge & Cox$33.6M
INCREASEDFrancois Rochon$27.6M
INCREASEDChristopher Bloomstran$15.6M
REDUCEDRobert Olstein$15.3M
NEWBill Nygren$13.6M
REDUCEDTom Russo$398K
Q3 '2410 owners · $1.77B
INCREASEDMason Morfit$718.0M
INCREASEDLindsell Train$524.4M
REDUCEDDonald Yacktman$148.1M
INCREASEDHarry Burn$91.5M
INCREASEDKahn Brothers$39.0M
INCREASEDFrancois Rochon$23.6M
INCREASEDRobert Olstein$15.1M
INCREASEDChristopher Bloomstran$13.4M
REDUCEDTom Russo$374K
SOLDNelson Peltz
SOLDDodge & Cox
SOLDRay Dalio

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 4.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.3%current: 3.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DIS: Held by 22 superinvestors · 50 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-09
BUYJohn BoozmanR
$1,001 - $15,0002026-01-08
SELLNancy PelosiD
$1,000,001 - $5,000,0002025-12-30
BUYRo KhannaD
$1,001 - $15,0002025-11-13
BUYJulia LetlowR
$1,001 - $15,0002025-11-03
BUYRo KhannaD
$1,001 - $15,0002025-11-03
BUYTony WiedR
$100,001 - $250,0002025-10-27
BUYRo KhannaD
$1,001 - $15,0002025-10-07
SELLLaura FriedmanD
$1,001 - $15,0002025-08-26
SELLAdam SmithD
$1,001 - $15,0002025-08-08
SELLRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-07-01
SELLAugust PflugerR
$1,001 - $15,0002025-07-01
SELLRo KhannaD
$50,001 - $100,0002025-06-26
BUYRo KhannaD
$1,001 - $15,0002025-06-23
SELLRo KhannaD
$15,001 - $50,0002025-06-10
BUYRo KhannaD
$1,001 - $15,0002025-05-28
BUYRo KhannaD
$15,001 - $50,0002025-05-19
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYJefferson ShreveR
$15,001 - $50,0002025-05-08
DIS Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker