SEC 13F Intelligence

Honeycomb Asset Management LP / DIS

Honeycomb Asset Management LP’s Disney Walt Co Position

Does Honeycomb Asset Management LP own Disney Walt Co (DIS)? Not currently — the last reported position was 150.0K shares worth $18M in Q1 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$18M
Q1 2024
Shares
150.0K
% of Portfolio
+2.90%
Quarters Held
9
position exited

Position History DIS

Reported value by quarter
Q1 ’19: $78MQ1 ’19Q3 ’19: $20MQ2 ’20: $8MQ2 ’20Q1 ’22: $32MQ3 ’22: $19MQ3 ’22Q4 ’22: $20MQ1 ’23: $20MQ1 ’23Q3 ’23: $16MQ1 ’24: $18MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024150.0K$18M+2.90%
Q3 2023200.0K$16M+3.81%
Q1 2023200.0K$20M+4.13%
Q4 2022230.3K$20M+5.31%
Q3 2022200.0K$19M+2.51%
Q1 2022230.0K$32M+4.05%
Q2 202075.0K$8M+0.99%
Q3 2019150.0K$20M+2.51%
Q1 2019700.0K$78M+5.00%

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