{
 "company": "Booking Holdings",
 "ticker": "BKNG",
 "page": "https://www.moatshark.com/s/bkng",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Dorsey Asset Management",
   "moatshark_slug": "dorsey-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 8.46,
   "value_usd": 132164960,
   "change": "ADD",
   "share_change_pct": 80.4,
   "quarters_held": 6
  },
  {
   "manager": "Wedgewood Partners",
   "moatshark_slug": "wedgewood-partners",
   "period": "2026-06-30",
   "portfolio_pct": 4.91,
   "value_usd": 23768405,
   "change": "REDUCE",
   "share_change_pct": -3.3,
   "quarters_held": 12
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 3.13,
   "value_usd": 93159631,
   "change": "REDUCE",
   "share_change_pct": -1,
   "quarters_held": 10
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 2.38,
   "value_usd": 4551705968,
   "change": "ADD",
   "share_change_pct": 2.4,
   "quarters_held": 34
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 1.44,
   "value_usd": 876315960,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Troy Asset Management",
   "moatshark_slug": "troy-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 1.15,
   "value_usd": 41217287,
   "change": "ADD",
   "share_change_pct": 21.4,
   "quarters_held": 34
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0.37,
   "value_usd": 277609306,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "AKO Capital",
   "moatshark_slug": "ako-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 25
  }
 ]
}