Disagreement Dossier · Q2 2026

Why great investors disagree on UBER.

Uber Technologies Inc

3 tracked managers bought or added while 5 trimmed or exited in Q2 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.

Buying: 3
Selling: 5
Disagreement: 85
Later evidence: Sellers lead so far

Compare the changes and SEC sources ↓

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The buy side

Pat Dorsey62%
8.1% current reported weight · 6.2% before → 8.1% after · filed 2026-08-14
-9.0% vs SPY · 34 sessions
SEC source ↗
David Tepper22%
7.4% current reported weight · 7.7% before → 7.4% after · filed 2026-08-14
-9.0% vs SPY · 34 sessions
SEC source ↗
Terry SmithNEW
4.7% current reported weight · 0.0% before → 4.7% after · filed 2026-08-14
-9.0% vs SPY · 34 sessions
SEC source ↗

The sell side

Joel Greenblatt42%
0.1% prior reported weight · 0.1% before → 0.1% after · filed 2026-09-02
-10.1% vs SPY · 21 sessions
SEC source ↗
Polen Capital Management80%
1.5% prior reported weight · 1.5% before → 0.4% after · filed 2026-08-04
-0.3% vs SPY · 42 sessions
SEC source ↗
William Von Mueffling95%
2.5% prior reported weight · 2.5% before → 2.6% after · filed 2026-07-29
-7.2% vs SPY · 46 sessions
SEC source ↗
John Armitage50%
3.7% prior reported weight · 3.7% before → 1.6% after · filed 2026-07-21
-6.4% vs SPY · 52 sessions
SEC source ↗
Robert OlsteinEXIT
0.8% prior reported weight · 0.8% before → 0.0% after · filed 2026-07-07
-11.0% vs SPY · 62 sessions
SEC source ↗

Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.

Eight-quarter decision map

How the disagreement evolved

Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.

Quarter

Bought or added

Trimmed or exited

Q2 2026
Split
Bought or added
- Pat DorseyADD 62%
- David TepperADD 22%
- Terry SmithNEW
Trimmed or exited
- Joel GreenblattTRIM 42%
- Polen Capital ManagementTRIM 80%
- William Von MuefflingTRIM 95%
- John ArmitageTRIM 50%
- Robert OlsteinEXIT
Q1 2026
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q4 2025
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q3 2025
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q2 2025
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q1 2025
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q4 2024
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells
Q3 2024
One-sided
Bought or added
No material buys
Trimmed or exited
No material sells

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The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.