DIS fund manager activity
WALT DISNEY CO/THE · US. Reported by 51 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Added | 654,369 | $63,068,084 | 0.71% | May 14, 2026 |
| Sarah Ketterer - Causeway Capital Management | Added | 559,882 | $53,961,450 | 0.66% | May 14, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 66,356 | $6,395,391 | 1.47% | May 15, 2026 |
| Steven Check - Check Capital Management | Added | 438,533 | $42,265,845 | 2.61% | May 4, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 2,355,100 | $226,984,538 | 2.02% | May 15, 2026 |
| Dodge & Cox Funds | Trimmed | 266,866 | $25,720,545 | 0.01% | May 14, 2026 |
| First Eagle Investment Management | Added | 5,254,083 | $506,388,477 | 0.86% | May 14, 2026 |
| First Pacific Advisors | New | 7,872 | $758,703 | 0.01% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 37,408 | $3,605,498 | 0.00% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 88,586 | $8,537,919 | 0.02% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Added | 2,517 | $242,592 | 0.00% | May 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 536,514 | $51,709,219 | 1.89% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 342,917 | $33,050,340 | 0.10% | May 15, 2026 |
| Duan Yongping - H&H International Investment | Added | 1,511,800 | $145,707,284 | 0.73% | May 19, 2026 |
| Hillman Capital Management | Added | 24,599 | $2,370,852 | 1.65% | May 15, 2026 |
| Kahn Brothers Group | Trimmed | 378,909 | $36,519,249 | 6.47% | May 8, 2026 |
| Lindsell Train | Trimmed | 3,206,407 | $309,033,507 | 9.85% | Apr 24, 2026 |
| Mairs & Power Funds | Trimmed | 239,846 | $23,116,357 | 0.24% | May 14, 2026 |
| Thomas Gayner - Markel Group | No change | 2,031,665 | $195,811,874 | 1.64% | May 1, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 7,317 | $705,212 | 0.01% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | Sold out | — | — | 0.00% | May 15, 2026 |
| Robert Olstein - Olstein Capital Management | Trimmed | 104,000 | $10,024 | 2.19% | Apr 21, 2026 |
| Richard Pzena - Pzena Investment Management | No change | 90,219 | $8,695,307 | 0.03% | Apr 24, 2026 |
| Christopher Bloomstran - Semper Augustus | Added | 152,583 | $14,705,946 | 1.76% | May 15, 2026 |
| Harry Burn - Sound Shore | Added | 970,436 | $93,530,622 | 3.13% | May 7, 2026 |
| Mason Hawkins - Southeastern Asset Management | Sold out | — | — | 0.00% | May 15, 2026 |
| ValueAct Capital | Trimmed | 400,231 | $38,574,264 | 0.68% | May 15, 2026 |
| Viking Global Investors | Added | 13,298,462 | $1,281,705,768 | 3.59% | May 15, 2026 |
| Yacktman Asset Management | Added | 1,347,536 | $129,875,519 | 1.73% | May 1, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Added | 557,647 | $63,443,499 | 0.69% | Feb 13, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 546,064 | $62,125,705 | 0.85% | Feb 13, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 66,511 | $7,566,956 | 1.73% | Feb 17, 2026 |
| Steven Check - Check Capital Management | Added | 436,641 | $49,676,694 | 2.97% | Feb 6, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 2,215,000 | $252,000,550 | 2.35% | Feb 17, 2026 |
| Dodge & Cox Funds | Trimmed | 270,339 | $30,756,468 | 0.02% | Feb 13, 2026 |
| First Eagle Investment Management | Added | 3,443,391 | $391,754,554 | 0.69% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 55,125 | $6,271,634 | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 10,668 | $1,213,698 | 0.00% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 2,510 | $285,528 | 0.00% | Feb 12, 2026 |
| Francois Rochon - Giverny Capital | Added | 544,419 | $61,938,550 | 2.07% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 435,304 | $49,524,536 | 0.18% | Feb 17, 2026 |
| Duan Yongping - H&H International Investment | Trimmed | 712,000 | $81,004,240 | 0.46% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 24,539 | $2,791,802 | 1.76% | Feb 17, 2026 |
| Kahn Brothers Group | Trimmed | 394,369 | $44,867,361 | 7.95% | Feb 12, 2026 |
| Lindsell Train | Trimmed | 3,481,830 | $396,127,799 | 10.0% | Feb 11, 2026 |
| Mairs & Power Funds | Trimmed | 296,183 | $33,696,740 | 0.32% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 2,031,665 | $231,142,527 | 1.84% | Feb 6, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 706,959 | $80,430,725 | 0.86% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 1,810 | $205,924 | 0.00% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | Trimmed | 107,864 | $12,272 | 2.52% | Feb 3, 2026 |
| Richard Pzena - Pzena Investment Management | Added | 90,219 | $10,264,216 | 0.03% | Feb 6, 2026 |
| Christopher Bloomstran - Semper Augustus | Added | 145,782 | $16,585,563 | 1.91% | Feb 17, 2026 |
| Harry Burn - Sound Shore | Added | 958,711 | $109,072,550 | 3.47% | Feb 10, 2026 |
| Mason Hawkins - Southeastern Asset Management | Added | 317,175 | $36,085,000 | 1.61% | Feb 13, 2026 |
| ValueAct Capital | Trimmed | 3,077,931 | $350,176,210 | 4.98% | Feb 17, 2026 |
| Viking Global Investors | Added | 11,193,504 | $1,273,484,950 | 3.38% | Feb 17, 2026 |
| Yacktman Asset Management | Trimmed | 1,333,916 | $151,759,623 | 2.12% | Feb 3, 2026 |