{
 "company": "Ge Vernova",
 "ticker": "GEV",
 "page": "https://www.moatshark.com/s/gev",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Fundsmith",
   "moatshark_slug": "fundsmith",
   "period": "2026-06-30",
   "portfolio_pct": 3.53,
   "value_usd": 481498748,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 1.99,
   "value_usd": 230991228,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Muhlenkamp & Company",
   "moatshark_slug": "muhlenkamp-company",
   "period": "2026-06-30",
   "portfolio_pct": 0.49,
   "value_usd": 1675350,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 4
  },
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 0.26,
   "value_usd": 2342671,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 9
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 0.08,
   "value_usd": 144356224,
   "change": "REDUCE",
   "share_change_pct": -4.9,
   "quarters_held": 9
  },
  {
   "manager": "Horizon Kinetics",
   "moatshark_slug": "horizon-kinetics",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 1671826,
   "change": "REDUCE",
   "share_change_pct": -1.1,
   "quarters_held": 9
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 993932,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 9
  }
 ]
}