← Top Holdings

DISDISNEY WALT CO

CUSIP: 254687106

Communication Services

🔥 Bought by 6 superinvestors this quarter

24

Guru Owners

$3.20B

Total Value Held

33.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	10750586	$1.03B	0.86%	$96.25	Q2 2026
Andreas Halvorsen	Viking Global Investors	7158406	$689.0M	1.96%	$96.25	Q2 2026
Dan Sundheim	D1 Capital Partners	2874400	$276.7M	0.80%	$96.25	Q2 2026
Lindsell Train	Lindsell Train	2607846	$251.0M	9.55%	$96.25	Q2 2026
Tom Gayner	Markel Group	2031665	$195.5M	1.49%	$96.25	Q2 2026
Duan Yongping	H&H International Investment	1706600	$164.3M	0.86%	$96.25	Q2 2026
Donald Yacktman	Yacktman Asset Management	1375972	$132.4M	1.64%	$96.25	Q2 2026
Harry Burn	Sound Shore Management	967830	$93.2M	2.87%	$96.25	Q2 2026
Richard Pzena	Pzena Investment Management	883495	$85.0M	0.25%	$96.25	Q2 2026
John Rogers	Ariel Investments	635446	$61.2M	0.61%	$96.25	Q2 2026
Francois Rochon	Giverny Capital	515567	$49.6M	1.67%	$96.25	Q2 2026
Sarah Ketterer	Causeway Capital Management	360600	$34.7M	0.38%	$96.25	Q2 2026
Kahn Brothers	Kahn Brothers Group	359092	$34.6M	5.46%	$96.25	Q2 2026
Dodge & Cox	Dodge & Cox	261007	$25.1M	0.01%	$96.25	Q2 2026
Mairs & Power	Mairs & Power	173626	$16.7M	0.15%	$96.25	Q2 2026
Christopher Bloomstran	Semper Augustus Investments	160653	$15.5M	1.75%	$96.25	Q2 2026
FPA Queens Road	Bragg Financial Advisors	157482	$15.2M	0.41%	$96.25	Q2 2026
Robert Olstein	Olstein Capital Management	104000	$10.0M	2.19%	$96.38	Q1 2026
Ray Dalio	Bridgewater Associates	49331	$4.7M	0.02%	$96.25	Q2 2026
Tweedy Browne	Tweedy Browne Company	44975	$4.3M	0.33%	$96.25	Q2 2026
Hillman Value Fund	Hillman Capital Management	25385	$2.4M	1.77%	$96.25	Q2 2026
Wally Obermeyer	Obermeyer Wealth Partners	11095	$1.1M	0.04%	$96.25	Q2 2026
Dan Sundheim (Mine & Arao)	Mine & Arao Wealth Creation & Management	5272	$507K	0.18%	$96.24	Q2 2026
Tom Russo	Gardner Russo & Gardner	2492	$240K	0.00%	$96.25	Q2 2026

$1.03B

0.86%

Andreas Halvorsen

$689.0M

1.96%

$276.7M

0.80%

$251.0M

9.55%

$195.5M

1.49%

$164.3M

0.86%

Donald Yacktman

$132.4M

1.64%

$93.2M

2.87%

$85.0M

0.25%

$61.2M

0.61%

Francois Rochon

$49.6M

1.67%

$34.7M

0.38%

$34.6M

5.46%

$25.1M

0.01%

$16.7M

0.15%

Christopher Bloomstran

$15.5M

1.75%

FPA Queens Road

$15.2M

0.41%

$10.0M

2.19%

$4.7M

0.02%

$4.3M

0.33%

Hillman Value Fund

$2.4M

1.77%

Wally Obermeyer

$1.1M

0.04%

Dan Sundheim (Mine & Arao)

$507K

0.18%

$240K

0.00%

Who owns DIS? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2623 owners · $3.19B

REDUCEDFirst Eagle$1.03B

INCREASEDAndreas Halvorsen$689.0M

INCREASEDDan Sundheim$276.7M

REDUCEDLindsell Train$251.0M

INCREASEDDuan Yongping$164.3M

INCREASEDDonald Yacktman$132.4M

REDUCEDHarry Burn$93.2M

REDUCEDRichard Pzena$85.0M

REDUCEDJohn Rogers$61.2M

REDUCEDFrancois Rochon$49.6M

REDUCEDSarah Ketterer$34.7M

REDUCEDKahn Brothers$34.6M

REDUCEDDodge & Cox$25.1M

REDUCEDMairs & Power$16.7M

INCREASEDChristopher Bloomstran$15.5M

INCREASEDFPA Queens Road$15.2M

INCREASEDRay Dalio$4.7M

NEWTweedy Browne$4.3M

INCREASEDHillman Value Fund$2.4M

INCREASEDWally Obermeyer$1.1M

REDUCEDTom Russo$240K

SOLDMason Morfit

SOLDRobert Olstein

SOLDSteven Romick

SOLDLee Ainslie

Q1 '2626 owners · $3.24B

INCREASEDAndreas Halvorsen$1.28B

INCREASEDFirst Eagle$506.4M

REDUCEDLindsell Train$309.0M

INCREASEDDan Sundheim$227.0M

REDUCEDDuan Yongping$145.7M

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

REDUCEDRobert Olstein$10.0M

INCREASEDHillman Value Fund$2.4M

NEWRay Dalio$2.3M

INCREASEDWally Obermeyer$1.0M

NEWSteven Romick$759K

INCREASEDLee Ainslie$705K

REDUCEDDan Sundheim (Mine & Arao)$508K

INCREASEDTom Russo$243K

SOLDLongleaf Partners

SOLDBill Nygren

Q4 '2526 owners · $3.71B

INCREASEDAndreas Halvorsen$1.27B

REDUCEDLindsell Train$396.1M

INCREASEDFirst Eagle$391.8M

REDUCEDMason Morfit$350.2M

INCREASEDDan Sundheim$252.0M

REDUCEDDonald Yacktman$151.8M

INCREASEDHarry Burn$109.1M

REDUCEDDuan Yongping$81.0M

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

REDUCEDWally Obermeyer$1.2M

REDUCEDBill Nygren$206K

SOLDBoykin Curry

Q3 '2527 owners · $3.75B

REDUCEDAndreas Halvorsen$1.20B

REDUCEDMason Morfit$502.9M

REDUCEDLindsell Train$426.6M

INCREASEDFirst Eagle$392.3M

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

INCREASEDMairs & 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

REDUCEDWally Obermeyer$1.5M

REDUCEDDan Sundheim (Mine & Arao)$607K

INCREASEDBoykin Curry$382K

REDUCEDTom Russo$287K

INCREASEDBill Nygren$220K

Q2 '2526 owners · $3.42B

NEWAndreas Halvorsen$725.2M

REDUCEDMason Morfit$630.9M

REDUCEDLindsell Train$506.9M

REDUCEDFirst Eagle$424.5M

NEWLee Ainslie$187.1M

REDUCEDDonald Yacktman$176.6M

REDUCEDHarry Burn$81.8M

REDUCEDSarah Ketterer$77.3M

INCREASEDKahn Brothers$48.7M

REDUCEDMairs & Power$38.6M

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

REDUCEDWally Obermeyer$1.8M

REDUCEDDan Sundheim (Mine & Arao)$668K

REDUCEDBoykin Curry$388K

REDUCEDTom Russo$349K

REDUCEDBill Nygren$200K

Q1 '2522 owners · $2.19B

REDUCEDLindsell Train$422.5M

INCREASEDFirst Eagle$343.1M

REDUCEDDonald Yacktman$145.8M

NEWSarah Ketterer$94.1M

INCREASEDHarry Burn$92.0M

REDUCEDDuan Yongping$71.4M

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

REDUCEDWally Obermeyer$1.4M

INCREASEDDan Sundheim (Mine & Arao)$542K

INCREASEDBill Nygren$495K

INCREASEDBoykin Curry$365K

REDUCEDTom Russo$290K

NEWRichard Pzena$251K

🏛️ Congressional Trades

DIS: Held by 24 superinvestors · 50 congress member trades

SELLMike KellyR

$1,001 - $15,0002026-07-17

SELLGilbert CisnerosD

$1,001 - $15,0002026-02-10

BUYGilbert CisnerosD

$1,001 - $15,0002026-01-09

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

$1,001 - $15,0002025-11-13

$1,001 - $15,0002025-11-03

BUYJulia LetlowR

$1,001 - $15,0002025-11-03

$100,001 - $250,0002025-10-27

$1,001 - $15,0002025-10-07

SELLValerie HoyleD

$1,001 - $15,0002025-09-23

SELLLaura FriedmanD

$1,001 - $15,0002025-08-26

SELLAdam SmithD

$1,001 - $15,0002025-08-08

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-01

SELLAugust Lee PflugerR

$1,001 - $15,0002025-07-01

SELLAugust PflugerR

$1,001 - $15,0002025-07-01

$50,001 - $100,0002025-06-26

$1,001 - $15,0002025-06-23