SEC 13F Intelligence

Tremblant Capital Group / DIS

Tremblant Capital Group’s Disney Walt Co Position

Does Tremblant Capital Group own Disney Walt Co (DIS)? Yes263.2K shares worth $25M (+0.82% of its 13F portfolio) as of Q1 2026, down from 375.8K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
263.2K
% of Portfolio
+0.82%
Quarters Held
18
currently held

Position History DIS

Reported value by quarter
Q1 ’20: $34MQ1 ’20Q3 ’20: $121MQ4 ’20: $148MQ1 ’21: $128MQ1 ’21Q2 ’21: $66MQ3 ’21: $41MQ4 ’21: $127MQ4 ’21Q1 ’22: $99MQ4 ’23: $16MQ1 ’24: $45MQ1 ’24Q2 ’24: $34MQ3 ’24: $33MQ4 ’24: $30MQ4 ’24Q1 ’25: $40MQ2 ’25: $50MQ3 ’25: $43MQ3 ’25Q4 ’25: $43MQ1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026263.2K$25M+0.82%
Q4 2025375.8K$43M+1.09%
Q3 2025375.0K$43M+4.43%
Q2 2025400.2K$50M+4.79%
Q1 2025407.1K$40M+4.51%
Q4 2024267.0K$30M+3.08%
Q3 2024339.9K$33M+3.60%
Q2 2024346.9K$34M+3.73%
Q1 2024370.5K$45M+4.89%
Q4 2023172.0K$16M+1.75%
Q1 2022725.1K$99M+3.54%
Q4 2021822.6K$127M+4.57%
Q3 2021243.0K$41M+1.30%
Q2 2021372.7K$66M+1.78%
Q1 2021693.2K$128M+3.72%
Q4 2020819.5K$148M+4.19%
Q3 2020974.0K$121M+4.57%
Q1 2020357.0K$34M+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tremblant Capital Group’s full portfolio or all institutional holders of DIS.