SEC 13F Intelligence

Lone Peak Global Investors LLC / DIS

Lone Peak Global Investors LLC’s Disney Walt Co Position

Does Lone Peak Global Investors LLC own Disney Walt Co (DIS)? Yes — 218.0K shares worth $21M (+3.50% of its 13F portfolio) as of Q1 2026, up from 156.9K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
218.0K
% of Portfolio
+3.50%
Quarters Held
10
currently held

Position History DIS

Reported value by quarter
Q3 ’23: $8MQ3 ’23Q4 ’23: $12MQ1 ’24: $17MQ1 ’24Q3 ’24: $15MQ4 ’24: $17MQ4 ’24Q1 ’25: $15MQ2 ’25: $20MQ2 ’25Q3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026218.0K$21M+3.50%
Q4 2025156.9K$18M+3.03%
Q3 2025158.6K$18M+3.14%
Q2 2025158.4K$20M+3.75%
Q1 2025153.5K$15M+3.12%
Q4 2024154.3K$17M+3.56%
Q3 2024160.0K$15M+3.07%
Q1 2024136.5K$17M+4.24%
Q4 2023132.9K$12M+3.10%
Q3 2023102.2K$8M+2.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lone Peak Global Investors LLC’s full portfolio or all institutional holders of DIS.