Unisphere Establishment DIS — DISNEY WALT CO

Ownership history in Unisphere Establishment  ·  9 quarters on record

AI Ownership Summary

Unisphere Establishment reported DISNEY WALT CO (DIS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.59% in 2024 Q1. The latest visible filing shows DIS at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unisphere Establishment's position in DISNEY WALT CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.59% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIS stock page Unisphere Establishment fund profile Unisphere Establishment full holdings
How Unisphere Establishment held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 1,420,000 — 0% 1.21% $161.6M 2026-02-14 (Est.) $105.45
2025 Q3 ADDED — — — 1,420,000 +275,000 +24.0% 1.27% $162.6M 2025-11-14 $105.09
2025 Q2 UNCHANGED — — — 1,145,000 — 0% 1.14% $142.0M 2025-08-14 $115.53
2025 Q1 UNCHANGED — — — 1,145,000 — 0% 0.99% $113.0M 2025-05-15 $110.99
2024 Q4 REDUCED 51.3% -11.4% ✅ 1,145,000 -1,205,000 -51.3% 1.11% $127.5M 2025-02-14 $109.17
2024 Q3 REDUCED 22.0% +15.7% ❌ 2,350,000 -663,500 -22.0% 2.14% $226.0M 2024-11-14 $107.45
2024 Q2 ADDED — — — 3,013,500 +111,500 +3.8% 3.01% $299.2M 2024-08-14 $84.98
2024 Q1 ADDED — — — 2,902,000 +38,750 +1.4% 3.59% $355.1M 2024-05-13 $103.73
2023 Q4 INITIATED — — — 2,863,250 — — 2.67% $258.5M 2024-02-14 $109.35

🏢 Other funds also holding DIS

As of 2026 Q1 — sorted by position size

Granite Group Advisors, LLC 39.14% Oldfield Partners LLP 3Y 7Y 14.58% Lindsell Train Ltd 3Y 7Y 9.85% KAHN BROTHERS GROUP INC 3Y 7Y 6.47% TERRIL BROTHERS, INC. 3Y 7Y 6.45% Saratoga Research & Investment Management 3Y 7Y 6.17% Focused Investors LLC 3Y 7Y 5.77% HS Management Partners, LLC 3Y 7Y 5.56% Act Two Investors LLC 3Y 7Y 4.28% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.96%

FAQ About Unisphere Establishment and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unisphere Establishment reported owning DIS?

Unisphere Establishment reported DIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in Unisphere Establishment's portfolio?

The largest reported portfolio weight for DIS was 3.59% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when Unisphere Establishment reported 1,420,000 shares, equal to 1.21% of portfolio, with an estimated market value of $161.6M.

What does the chart on this DIS ownership page compare?

The chart compares Unisphere Establishment's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Unisphere Establishment time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, Unisphere Establishment correctly timed 2 out of 6 reported position changes (33%).

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