Decision Timeline

DIS, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 38
Buy / add: 18
Trim / exit: 20

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Aug 24, 2026
55d lag
ADD+104.6%
First Eagle Investment Management · 0.9% of reported portfolio
Original SEC filing ↗
-8.9% vs SPY
28 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-46.2%
Viking Global Investors · 3.6% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
EXITEXIT
Jeffrey Ubben et al · 0.7% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 13, 2026
44d lag
TRIM-35.6%
Sarah Ketterer · 0.7% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 7, 2026
7d lag
EXITEXIT
Robert Olstein · 2.2% of reported portfolio
Original SEC filing ↗
+2.2% vs SPY
62 sessions after disclosure
direction not supported so far
Q1 2026
filed May 19, 2026
49d lag
ADD+112.3%
Duan Yongping · 0.7% of reported portfolio
Original SEC filing ↗
-0.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-87.0%
Jeffrey Ubben et al · 5.0% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Mason Hawkins · 1.6% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-99.0%
Lee Ainslie · 0.9% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
ADD+52.6%
First Eagle Investment Management · 0.7% of reported portfolio
Original SEC filing ↗
-0.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-29.9%
Jeffrey Ubben et al · 8.5% of reported portfolio
Original SEC filing ↗
-10.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-56.4%
Lee Ainslie · 2.5% of reported portfolio
Original SEC filing ↗
-11.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
ADD+109.1%
Francois Rochon · 2.1% of reported portfolio
Original SEC filing ↗
-11.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 10, 2026
41d lag
ADD+34.1%
Harry Burn · 3.5% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+78.7%
Viking Global Investors · 3.1% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+190.4%
John Rogers · 0.6% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-65.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-22.5%
Jeffrey Ubben et al · 14.1% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Lee Ainslie · 2.9% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Viking Global Investors · 2.1% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-28.6%
Hillman Capital Management · 2.0% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NEWNEW
Mason Hawkins · 1.8% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
TRIM-34.6%
Sarah Ketterer · 2.0% of reported portfolio
Original SEC filing ↗
-7.5% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
TRIM-29.2%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-8.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-40.8%
Hillman Capital Management · 2.8% of reported portfolio
Original SEC filing ↗
-6.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Duan Yongping · 0.6% of reported portfolio
Original SEC filing ↗
-6.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-50.9%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-6.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 6, 2025
36d lag
ADD+20.0%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
+0.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+1785.4%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-90.6%
Bill Nygren · 0.2% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 13, 2025
44d lag
TRIM-24.0%
Sarah Ketterer · 2.6% of reported portfolio
Original SEC filing ↗
+4.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 15, 2024
46d lag
ADD+21.7%
Jeffrey Ubben et al · 16.4% of reported portfolio
Original SEC filing ↗
-6.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+24.5%
Hillman Capital Management · 2.2% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-95.6%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
ADD+83.5%
Kahn Brothers Group · 6.7% of reported portfolio
Original SEC filing ↗
-2.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
EXITEXIT
Nelson Peltz · 6.4% of reported portfolio
Original SEC filing ↗
-2.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
ADD+52.6%
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
+5.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 31, 2024
31d lag
ADD+31.9%
Robert Olstein · 2.6% of reported portfolio
Original SEC filing ↗
+13.0% vs SPY
63 sessions after disclosure
direction supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.