SEC 13F Intelligence

Rheos Capital Works Inc. / DIS

Rheos Capital Works Inc.’s Disney Walt Co Position

Does Rheos Capital Works Inc. own Disney Walt Co (DIS)? Yes — 200.4K shares worth $19M (+1.29% of its 13F portfolio) as of Q1 2026.

Position Value
$19M
Q1 2026
Shares
200.4K
% of Portfolio
+1.29%
Quarters Held
22
currently held

Position History DIS

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’21: $24MQ2 ’21: $44MQ3 ’21: $20MQ3 ’21Q4 ’21: $18MQ1 ’22: $38MQ2 ’22: $9MQ2 ’22Q3 ’22: $9MQ4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $9MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $22MQ2 ’24: $17MQ3 ’24: $17MQ3 ’24Q4 ’24: $17MQ1 ’25: $39MQ2 ’25: $62MQ2 ’25Q3 ’25: $23MQ4 ’25: $23MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026200.4K$19M+1.29%
Q4 2025200.4K$23M+1.46%
Q3 2025200.4K$23M+1.28%
Q2 2025500.4K$62M+3.57%
Q1 2025395.4K$39M+3.18%
Q4 2024149.4K$17M+0.92%
Q3 2024175.9K$17M+0.88%
Q2 2024175.9K$17M+0.91%
Q1 2024175.9K$22M+1.03%
Q4 2023124.5K$11M+0.62%
Q3 2023114.5K$9M+0.56%
Q2 2023100.0K$9M+0.48%
Q1 2023100.0K$10M+0.56%
Q4 2022100.0K$9M+0.52%
Q3 2022100.0K$9M+0.64%
Q2 2022100.0K$9M+0.71%
Q1 2022276.4K$38M+1.82%
Q4 2021116.4K$18M+0.79%
Q3 2021116.4K$20M+1.01%
Q2 2021251.0K$44M+2.23%
Q1 2021131.0K$24M+1.60%
Q4 201927.8K$4M+0.41%

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