Institutional Holders (2026 Q1)
737 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEO. Verified SEC 13F-HR filings.
QUARTER:
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Transmarket Holdings LP | 7.70% | 122,191 | $10.5M |
| 2 | Abc Arbitrage SA | 5.01% | 506,836 | $37.7M |
| 3 | Monaco Asset Management SAM | 3.41% | 248,674 | $18.5M |
| 4 | Equity Investment Corp | 2.14% | 1,468,228 | $109.3M |
| 5 | DRH Investments, Inc. | 2.09% | 34,599 | $2.6M |
| 6 | Foundation Resource Management Inc | 2.01% | 240,164 | $17.9M |
| 7 | Burkett Asset Management Ltd | 1.76% | 24,030 | $1.8M |
| 8 | Cambiar Investors LLC | 1.70% | 493,349 | $36.7M |
| 9 | Saratoga Research & Investment Management | 1.60% | 378,141 | $28.2M |
| 10 | Skba Capital Management LLC | 1.59% | 155,520 | $11.6M |
| 11 | Confluence Investment Management LLC | 1.56% | 1,353,434 | $100.8M |
| 12 | R.H. Investment Group, LLC | 1.56% | 26,246 | $2.0M |
| 13 | Poehling Capital Management, INC. | 1.52% | 97,075 | $7.2M |
| 14 | SALT Holding Corp. | 1.43% | 31,855 | $2.4M |
| 15 | Hillman Capital Management, Inc. | 1.42% | 27,507 | $2.0M |
| 16 | Eldred Rock Partners, LLC | 1.38% | 72,709 | $5.4M |
| 17 | Allied Investment Advisors, LLC | 1.21% | 113,421 | $8.4M |
| 18 | Infusive Asset Management Inc. | 1.19% | 33,055 | $2.5M |
| 19 | Orbis Allan Gray Ltd | 1.16% | 3,700,094 | $275.5M |
| 20 | Townsend & Associates, Inc | 1.12% | 162,436 | $13.0M |
| 21 | Lorne Steinberg Wealth Management Inc. | 1.01% | 57,500 | $4.3M |
| 22 | Live Oak Private Wealth LLC | 0.99% | 95,352 | $7.1M |
| 23 | Kerrisdale Advisers, LLC | 0.97% | 34,233 | $2.5M |
| 24 | Grandfield & Dodd, LLC | 0.95% | 226,232 | $16.8M |
| 25 | Chiron Capital Management, LLC | 0.90% | 11,806 | $879K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|