DIS
Walt Disney Co/the
20 of the 83 super-investors we track hold DIS, worth a combined $2.47B per their latest 13F filings. The largest position: Lindsell Train at 9.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 55 of 100 (how strongly the cohort backs it) — ranked #28 of 742 stocks. Conviction easing: 3 fewer super-investors hold it than in 2026Q1.
Why super-investors own DIS
DIS is held by 20 super-investors in our cohort, with a combined position value of $2.5B. The highest-conviction owner is Lindsell Train at 9.5% of their portfolio. Cohort ownership has shrunk from 23 to 19 over the last four quarters — net interest is fading. This quarter the cohort registered 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Should Disney’s Strong Q3, Record Parks Revenue and Streaming Profit Gains Require Action From Walt Disney (DIS) Investors?simplywall.st ·
- Disney Stock Rises 1.2% as Pokémon Deal Targets a $4.7 Billion Streaming BaseTechStock² ·
- Disney (DIS) Stock Looks Reasonable Following Executive Retirement Movessimplywall.st ·
- Can DIS Stock Maintain Momentum With Streaming Wins and Parks Growth?Zacks Investment Research ·
- Why Is DIS Stock Inching Higher Premarket Today?Stocktwits ·
- Disney CFO will answer questions live online at a September 9 conferenceStock Titan ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (20) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 2.0% | 14q | $689M | 7,158,406 |
| 2 | First Eagle Investment Management | 0.9% | 18q | $517M | 5,375,293 |
| 3 | Lindsell Train | 9.5% | 40q | $251M | 2,607,846 |
| 4 | Thomas Gayner | 1.5% | 40q | $196M | 2,031,665 |
| 5 | Duan Yongping | 0.9% | 25q | $164M | 1,706,600 |
| 6 | Yacktman Asset Management | 1.6% | 30q | $132M | 1,375,972 |
| 7 | Harry Burn | 2.9% | 9q | $93M | 967,830 |
| 8 | Joel Greenblatt | <0.1% | 36q | $86M | 893,804 |
| 9 | Richard Pzena | 0.3% | 12q | $85M | 883,495 |
| 10 | John Rogers | 0.6% | 5q | $61M | 635,446 |
| 11 | Francois Rochon | 1.7% | 40q | $50M | 515,567 |
| 12 | Kahn Brothers Group | 6.5% | 10q | $37M | 378,909 |
| 13 | Sarah Ketterer | 0.4% | 26q | $35M | 360,600 |
| 14 | Dodge & Cox Funds | <0.1% | 40q | $25M | 261,007 |
| 15 | Mairs & Power Funds | 0.2% | 40q | $17M | 173,626 |
| 16 | Christopher Bloomstran | 1.7% | 33q | $15M | 160,653 |
| 17 | Robert Olstein | 2.2% | 38q | $10M | 104,000 |
| 18 | Tweedy Browne | 0.3% | — 1q | $4M | 44,975 |
| 19 | Hillman Capital Management | 1.8% | 15q | $2M | 25,385 |
| 20 | Thomas Russo | <0.1% | 40q | $240K | 2,492 |
- 1Viking Global Investorsport2.0%val$689M7,158,406 sh·14q held
- 2First Eagle Investment Managementport0.9%val$517M5,375,293 sh·18q held
- 3Lindsell Trainport9.5%val$251M2,607,846 sh·40q held
- 4Thomas Gaynerport1.5%val$196M2,031,665 sh·40q held
- 5Duan Yongpingport0.9%val$164M1,706,600 sh·25q held
- 6Yacktman Asset Managementport1.6%val$132M1,375,972 sh·30q held
- 7Harry Burnport2.9%val$93M967,830 sh·9q held
- 8Joel Greenblattport<0.1%val$86M893,804 sh·36q held
- 9Richard Pzenaport0.3%val$85M883,495 sh·12q held
- 10John Rogersport0.6%val$61M635,446 sh·5q held
- 11Francois Rochonport1.7%val$50M515,567 sh·40q held
- 12Kahn Brothers Groupport6.5%val$37M378,909 sh·10q held
- 13Sarah Kettererport0.4%val$35M360,600 sh·26q held
- 14Dodge & Cox Fundsport<0.1%val$25M261,007 sh·40q held
- 15Mairs & Power Fundsport0.2%val$17M173,626 sh·40q held
- 16Christopher Bloomstranport1.7%val$15M160,653 sh·33q held
- 17Robert Olsteinport2.2%val$10M104,000 sh·38q held
- 18Tweedy Browneport0.3%val$4M44,975 sh·—1q held
- 19Hillman Capital Managementport1.8%val$2M25,385 sh·15q held
- 20Thomas Russoport<0.1%val$240K2,492 sh·40q held
Owners of DIS also hold
Congress is trading DIS
Congress tracker →- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Mike Kellysold$1,001 - $15,000 · 2026-07-17
- Rohit Khannabought$1,001 - $15,000 · 2026-04-13
- Rohit Khannabought$1,001 - $15,000 · 2026-03-30
- Rohit Khannasold$1,001 - $15,000 · 2026-02-24
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-02-10
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Jeffrey Ubben et al | EXIT | 0.7% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 254687106. Not investment advice.