{
 "company": "Netflix",
 "ticker": "NFLX",
 "page": "https://www.moatshark.com/s/nflx",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Greenlea Lane Capital",
   "moatshark_slug": "greenlea-lane-capital",
   "period": "2026-06-30",
   "portfolio_pct": 5.41,
   "value_usd": 19694619,
   "change": "REDUCE",
   "share_change_pct": -1.3,
   "quarters_held": 2
  },
  {
   "manager": "Pershing Square",
   "moatshark_slug": "pershing-square",
   "period": "2026-06-30",
   "portfolio_pct": 4.8,
   "value_usd": 934016601,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Gardner Russo & Quinn",
   "moatshark_slug": "gardner-russo-quinn",
   "period": "2026-06-30",
   "portfolio_pct": 4.57,
   "value_usd": 407700283,
   "change": "ADD",
   "share_change_pct": 1.8,
   "quarters_held": 17
  },
  {
   "manager": "Fundsmith",
   "moatshark_slug": "fundsmith",
   "period": "2026-06-30",
   "portfolio_pct": 3.66,
   "value_usd": 499110633,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 1.04,
   "value_usd": 786466911,
   "change": "ADD",
   "share_change_pct": 11.7,
   "quarters_held": 36
  },
  {
   "manager": "Weitz Investment Management",
   "moatshark_slug": "weitz-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.73,
   "value_usd": 10510080,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.04,
   "value_usd": 4865159,
   "change": "REDUCE",
   "share_change_pct": -18.2,
   "quarters_held": 22
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 2856000,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 212772,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "manager": "First Pacific Advisors (FPA)",
   "moatshark_slug": "first-pacific-advisors-fpa",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 1170960,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 26
  },
  {
   "manager": "Ruane, Cunniff & Goldfarb (Sequoia)",
   "moatshark_slug": "ruane-cunniff-goldfarb-sequoia",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 577697,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 23
  },
  {
   "manager": "Horizon Kinetics",
   "moatshark_slug": "horizon-kinetics",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  }
 ]
}