SEC 13F Intelligence

Night Owl Capital Management, LLC / DIS

Night Owl Capital Management, LLC’s Disney Walt Co Position

Does Night Owl Capital Management, LLC own Disney Walt Co (DIS)? Not currently — the last reported position was 129.8K shares worth $16M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q1 2024
Shares
129.8K
% of Portfolio
+2.41%
Quarters Held
3
position exited

Position History DIS

Reported value by quarter
Q3 ’23: $10MQ3 ’23Q4 ’23: $12MQ4 ’23Q1 ’24: $16MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024129.8K$16M+2.41%
Q4 2023128.5K$12M+2.32%
Q3 2023125.7K$10M+2.53%

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