{
 "company": "Walt Disney",
 "ticker": "DIS",
 "page": "https://www.moatshark.com/s/dis",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Lindsell Train",
   "moatshark_slug": "lindsell-train",
   "period": "2026-06-30",
   "portfolio_pct": 9.55,
   "value_usd": 251005178,
   "change": "REDUCE",
   "share_change_pct": -18.7,
   "quarters_held": 53
  },
  {
   "manager": "Kahn Brothers",
   "moatshark_slug": "kahn-brothers",
   "period": "2026-06-30",
   "portfolio_pct": 5.46,
   "value_usd": 34562605,
   "change": "REDUCE",
   "share_change_pct": -5.2,
   "quarters_held": 10
  },
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 1.75,
   "value_usd": 15462848,
   "change": "ADD",
   "share_change_pct": 5.3,
   "quarters_held": 33
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 1.67,
   "value_usd": 49623324,
   "change": "REDUCE",
   "share_change_pct": -3.9,
   "quarters_held": 46
  },
  {
   "manager": "Yacktman Asset Management",
   "moatshark_slug": "yacktman-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 1.64,
   "value_usd": 132437305,
   "change": "ADD",
   "share_change_pct": 2.1,
   "quarters_held": 30
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 1.49,
   "value_usd": 195547757,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "manager": "H&H International (Duan Yongping)",
   "moatshark_slug": "h-h-international-duan-yongping",
   "period": "2026-06-30",
   "portfolio_pct": 0.86,
   "value_usd": 164260250,
   "change": "ADD",
   "share_change_pct": 12.9,
   "quarters_held": 26
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.85,
   "value_usd": 517371936,
   "change": "ADD",
   "share_change_pct": 2.3,
   "quarters_held": 12
  },
  {
   "manager": "Tweedy, Browne",
   "moatshark_slug": "tweedy-browne",
   "period": "2026-06-30",
   "portfolio_pct": 0.33,
   "value_usd": 4328844,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.15,
   "value_usd": 16711502,
   "change": "REDUCE",
   "share_change_pct": -27.6,
   "quarters_held": 53
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 25121924,
   "change": "REDUCE",
   "share_change_pct": -2.2,
   "quarters_held": 53
  },
  {
   "manager": "First Pacific Advisors (FPA)",
   "moatshark_slug": "first-pacific-advisors-fpa",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Gardner Russo & Quinn",
   "moatshark_slug": "gardner-russo-quinn",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 239858,
   "change": "REDUCE",
   "share_change_pct": -1,
   "quarters_held": 53
  },
  {
   "manager": "Horizon Kinetics",
   "moatshark_slug": "horizon-kinetics",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 287788,
   "change": "REDUCE",
   "share_change_pct": -36.9,
   "quarters_held": 30
  },
  {
   "manager": "ValueAct",
   "moatshark_slug": "valueact",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 10
  }
 ]
}