6 hedge funds and family offices disclose a DE position in their latest SEC 13F filing — combined $784.3M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 877,900 | $556.9M | 4.24% | 2026-06-30 |
| 2 | Cathie Wood | ARK Investment Management LLC | 399,074 | $224.8M | 1.75% | 2026-03-31 |
| 3 | Robert Vinall | RV Capital AG | 5,001 | $2.3M | 0.54% | 2025-12-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 602 | $280K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 100 | $47K | 0.01% | 2025-12-31 |
| 6 | Olstein Capital Management | Olstein Capital Management LP | 7,500 | $3K | 0.72% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold DE. The largest disclosed position is Tom Gayner at $556.9M (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying DE, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
6 hedge funds and family offices disclose a DE position in their latest SEC 13F filing — combined $784.3M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 877,900 | $556.9M | 4.24% | 2026-06-30 |
| 2 | Cathie Wood | ARK Investment Management LLC | 399,074 | $224.8M | 1.75% | 2026-03-31 |
| 3 | Robert Vinall | RV Capital AG | 5,001 | $2.3M | 0.54% | 2025-12-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 602 | $280K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 100 | $47K | 0.01% | 2025-12-31 |
| 6 | Olstein Capital Management | Olstein Capital Management LP | 7,500 | $3K | 0.72% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold DE. The largest disclosed position is Tom Gayner at $556.9M (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying DE, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
