← Top Holdings

DISDISNEY WALT CO

CUSIP: 254687106

🔥 Bought by 8 superinvestors this quarter

22

Guru Owners

$2.57B

Total Value Held

26.7M

Total Shares

$1.28B
3.59%
$309.0M
9.85%
$227.0M
2.02%
$195.8M
1.64%
$129.9M
1.73%
$93.5M
3.13%
$63.1M
0.71%
$54.0M
0.66%
$51.7M
1.89%
$38.6M
0.68%
$36.5M
6.47%
$25.7M
0.01%
$23.1M
0.24%
$14.7M
1.76%
$14.6M
0.46%
$8.7M
0.03%
$2.4M
1.65%
$2.3M
0.01%
$759K
0.01%
$705K
0.01%
$508K
0.21%
$243K
0.00%

📊 Fundamentals

Market Cap$169.3B
P/E Ratio15.6x
Near market avg
Forward P/E13.0x
P/FCF45.1x
EPS (TTM)$6.26
Revenue (TTM)$97.3B
Profit Margin11.54%
Div Yield1.54%
Beta1.40

52-Week Range

$92.19
$123.71

Current: $97.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.6x trailing earnings → 13.0x forward · 11.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.44B$2.89B$4.33B$5.77BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2623 owners · $2.57B
INCREASEDAndreas Halvorsen$1.28B
REDUCEDLindsell Train$309.0M
INCREASEDDan Sundheim$227.0M
INCREASEDDonald Yacktman$129.9M
INCREASEDHarry Burn$93.5M
INCREASEDJohn Rogers$63.1M
INCREASEDSarah Ketterer$54.0M
REDUCEDFrancois Rochon$51.7M
INCREASEDMason Morfit$38.6M
REDUCEDKahn Brothers$36.5M
REDUCEDDodge & Cox$25.7M
REDUCEDMairs & Power$23.1M
INCREASEDChristopher Bloomstran$14.7M
INCREASEDFPA Queens Road$14.6M
INCREASEDHillman Value Fund$2.4M
NEWRay Dalio$2.3M
NEWSteven Romick$759K
INCREASEDLee Ainslie$705K
REDUCEDDan Sundheim$508K
INCREASEDTom Russo$243K
REDUCEDRobert Olstein$10K
SOLDLongleaf Partners
SOLDBill Nygren
Q4 '2523 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 '2523 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
REDUCEDDan Sundheim$607K
REDUCEDTom Russo$287K
INCREASEDBill Nygren$220K
Q2 '2521 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
REDUCEDDan Sundheim$668K
REDUCEDTom Russo$349K
REDUCEDBill Nygren$200K
SOLDMairs & Power
Q1 '2518 owners · $1.77B
REDUCEDLindsell Train$422.5M
REDUCEDDonald Yacktman$145.8M
NEWSarah Ketterer$94.1M
INCREASEDHarry Burn$92.0M
REDUCEDKahn Brothers$34.4M
REDUCEDMairs & Power$31.1M
REDUCEDDodge & Cox$29.3M
REDUCEDFrancois Rochon$24.4M
REDUCEDChristopher Bloomstran$13.8M
INCREASEDRobert Olstein$13.8M
INCREASEDFPA Queens Road$13.5M
NEWHillman Value Fund$4.0M
INCREASEDDan Sundheim$542K
INCREASEDBill Nygren$495K
REDUCEDTom Russo$290K
NEWRichard Pzena$251K
Q4 '2415 owners · $1.91B
REDUCEDMason Morfit$731.1M
REDUCEDLindsell Train$496.4M
REDUCEDDonald Yacktman$167.9M
REDUCEDHarry Burn$86.4M
REDUCEDKahn Brothers$39.3M
REDUCEDMairs & Power$36.6M
NEWDodge & Cox$33.6M
INCREASEDFrancois Rochon$27.6M
INCREASEDChristopher Bloomstran$15.6M
REDUCEDRobert Olstein$15.3M
NEWFPA Queens Road$14.7M
NEWBill Nygren$13.6M
NEWDan Sundheim$606K
REDUCEDTom Russo$398K

💰 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
3.9%current: 3.9%
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