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$DIS:NYSE · DISNEY WALT CO

Sector: consumermedia

Conviction from: S&P

A diversified media and entertainment company operating film and TV studios, streaming services, cable and broadcast networks, and theme parks and resorts.

7 tracked filer(s) hold this · 2 opened, 1 added, 4 trimmed in 31-MAR-2026

Aggregate 13FScore 57 — mean of 7 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
59 North Capital Management, LP (auto-surfaced)52New buy2,151,112$207,324,1756.2%
Bridgewater55New buy23,860$2,299,6270.0%
H&H International Investment, LLC (auto-surfaced)68Added +112%1,511,800$145,707,2840.7%
Keith Meister / Corvex69Trimmed -12%2,160,581$208,236,7978.3%
François Rochon / Giverny68Trimmed -1%536,514$51,709,2191.9%
Mason Morfit / ValueAct53Trimmed -87%400,231$38,574,2640.7%
George Soros / Soros Fund Mgmt31Trimmed -99%10,518$1,013,7250.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

6 disclosed trade(s) by 5 filer(s).

Trade dateWhoTypeAmount
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-02-10Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-01-09Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-01-08John Boozman senateBUY$1,001 - $15,000PTR
2025-12-30Nancy Pelosi CA11SELL$1,000,001 - $5,000,000PTR
2025-11-03Julia Letlow LA05BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

16 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,004 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,004 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,000,001 - $5,000,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.