← Super investors
ORCL
Oracle Corp
13 super-investor ownerscombined $2.67Blargest position 5.1%
1 ADD1 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 4
Peak: 5
Owners (13) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.6% | 40q | $1.24B | 8,435,178 |
| 2 | Polen Capital Management | 5.1% | 29q | $739M | 5,024,257 |
| 3 | Joel Greenblatt | 0.2% | 40q | $339M | 2,302,838 |
| 4 | William Von Mueffling | 1.3% | 9q | $189M | 1,283,185 |
| 5 | Bill Nygren | 0.1% | 40q | $109M | 740,525 |
| 6 | Jensen Investment Management | 0.3% | 40q | $18M | 120,790 |
| 7 | Christopher Davis | 0.1% | 40q | $12M | 80,414 |
| 8 | Wallace Weitz | 0.6% | 40q | $8M | 55,000 |
| 9 | Mairs & Power Funds | <0.1% | 40q | $5M | 30,718 |
| 10 | John Rogers | <0.1% | 40q | $2M | 16,367 |
| 11 | Hillman Capital Management | 1.6% | — 1q | $2M | 16,109 |
| 12 | Lindsell Train | <0.1% | 24q | $1M | 9,000 |
| 13 | Thomas Russo | <0.1% | 33q | $530K | 3,600 |
Sort↑
- 1First Eagle Investment Management1.6%$1.24B8,435,178 sh·40q held
- 2Polen Capital Management5.1%$739M5,024,257 sh·29q held
- 3Joel Greenblatt0.2%$339M2,302,838 sh·40q held
- 4William Von Mueffling1.3%$189M1,283,185 sh·9q held
- 5Bill Nygren0.1%$109M740,525 sh·40q held
- 6Jensen Investment Management0.3%$18M120,790 sh·40q held
- 7Christopher Davis0.1%$12M80,414 sh·40q held
- 8Wallace Weitz0.6%$8M55,000 sh·40q held
- 9Mairs & Power Funds<0.1%$5M30,718 sh·40q held
- 10John Rogers<0.1%$2M16,367 sh·40q held
- 11Hillman Capital Management1.6%$2M16,109 sh·—1q held
- 12Lindsell Train<0.1%$1M9,000 sh·24q held
- 13Thomas Russo<0.1%$530K3,600 sh·33q held
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 0.6% | -21% | $8M | May 14, 2026 |
| William Von Mueffling | ADD | 1.3% | +49% | $189M | May 7, 2026 |
Long US equity 13F-HR filings only. CUSIP 68389X105. Not investment advice.