{
 "company": "Applied Materials",
 "ticker": "AMAT",
 "page": "https://www.moatshark.com/s/amat",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Cantillon Capital Management",
   "moatshark_slug": "cantillon-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 5.45,
   "value_usd": 36277248,
   "change": "REDUCE",
   "share_change_pct": -96.7,
   "quarters_held": 26
  },
  {
   "manager": "Matrix Asset Advisors",
   "moatshark_slug": "matrix-asset-advisors",
   "period": "2026-09-30",
   "portfolio_pct": 2.02,
   "value_usd": 24468034,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 6
  },
  {
   "manager": "Davis Selected Advisers",
   "moatshark_slug": "davis-selected-advisers",
   "period": "2026-06-30",
   "portfolio_pct": 0.32,
   "value_usd": 74073702,
   "change": "REDUCE",
   "share_change_pct": -91.4,
   "quarters_held": 53
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 0.2,
   "value_usd": 26281050,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 5
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.07,
   "value_usd": 7958061,
   "change": "REDUCE",
   "share_change_pct": -2.8,
   "quarters_held": 38
  },
  {
   "manager": "Brave Warrior Advisors",
   "moatshark_slug": "brave-warrior-advisors",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 694803,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 3
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 1406235,
   "change": "REDUCE",
   "share_change_pct": -11.6,
   "quarters_held": 5
  }
 ]
}