DJCO Daily Journal Corp. (S.C.) - Common Stock
O Daily Journal Corp. (S.C.) - Common Stock Przegląd firmy z Wikipedii
Daily Journal Corporation is an American publishing company and technology company headquartered in Los Angeles, California. The company has offices in the California cities of Corona, Oakland, Riverside, Sacramento, San Diego, San Francisco, San Jose, and Santa Ana, as well as in Denver, Colorado; Logan, Utah; Phoenix, Arizona; and Melbourne, Australia. Since being led by Charles T. Munger, its newspapers have focused greatly on reporting about the U.S. legal system.
Czytaj więcej
Daily Journal Corporation is an American publishing company and technology company headquartered in Los Angeles, California. The company has offices in the California cities of Corona, Oakland, Riverside, Sacramento, San Diego, San Francisco, San Jose, and Santa Ana, as well as in Denver, Colorado; Logan, Utah; Phoenix, Arizona; and Melbourne, Australia. Since being led by Charles T. Munger, its newspapers have focused greatly on reporting about the U.S. legal system.
Governance
The Daily Journal Corporation has been publicly traded since 1987 on the NASDAQ under DJCO. Its chairman is Steven Myhill-Jones.
Publishing business
The original newspaper, The Daily Court Journal (Los Angeles), began publication in 1888. Charles T. Munger, who was also vice chairman of Berkshire Hathaway, purchased the paper in 1977; through a series of acquisitions and organic growth, Munger built it into a group of newspapers and websites that provide information on the legal industry, real estate and general business. The company publishes ten newspapers in California and Arizona. Its largest publications are the Los Angeles Daily Journal and the San Francisco Daily Journal.
The Daily Journal newspapers have won numerous awards for its journalism, with the Los Angeles Press Club in 2003 noting that the Los Angeles Daily Journal was "the most award-winning newspaper in Los Angeles with the sole exception of the Los Angeles Times."
Newspapers
Advertising and newspaper representative
The Daily Journal's publications carry commercial advertising, and most also contain public notice advertising. Commercial advertising consists of display and classified advertising and the employment advertising marketplace. Public notice advertising consists of many types of legal notices required by law to be published in an adjudicated newspaper of general circulation, including notices of death, fictitious business names, trustee sale notices, individual name changes and notices of governmental hearings. The major types of public notice advertisers are real estate–related businesses and trustees, governmental agencies, attorneys and businesses or individuals filing fictitious business name statements.
A fictitious business name web site, www.DBAstore.com, enables individuals to send their statements to the company for filing and publication. www.LegalAdStore.com, enables attorneys and individuals to send probate, civil, corporate, public sale and other types of public notices to the company. www.CaPublicnotices.com displays Public Notices for different communities throughout the state.
California Newspaper Service Bureau
"CNSB", a division of the company, is a statewide newspaper representative specializing since 1934 in public notice advertising. CNSB places public notices and other forms of advertising with adjudicated newspapers of general circulation elsewhere in the state beyond The Daily Journal.
Technology business
Journal Technologies, Inc. is a wholly owned subsidiary of the company. It consists of the combined operations of Sustain Technologies, Inc., established in the mid-1980s and acquired by the Daily Journal Corporation in 1999; New Dawn Technologies, Inc., acquired in 2012; and ISD Technologies, Inc., acquired in 2013.
Journal Technologies makes software for trial and appellate courts and agencies related to court systems, including prosecutorial agencies, public defenders, probation departments and pretrial offices, throughout the United States, Canada and Australia.
Journal Technologies has established itself in the market with a browser-based case management system that is a configurable business processing engine as the centerpiece for document management and e-filing.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
DJCO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
DJCO Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 września 2026 | $-7.90 | — | — |
| 30 czerwca 2026 | $-7.90 | — | — |
| 31 grudnia 2025 | $30.61 | — | — |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | — |
| ALOY | — | — | -5.3% | -182.1% | -95.8% | 48.0% |
| PD | $897M | 5.7 | 5.4% | 35.2% | 79.8% | 85.0% |
| MITK | $446M | 51.4 | 4.4% | 4.9% | 3.8% | — |
| DSP | — | 33.4 | 19.0% | 2.4% | 12.3% | — |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| CCSI | $414M | 5.0 | -0.20% | 24.2% | -1330.5% | 79.8% |
| SPT | — | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| BTBT | $613M | -6.1 | 5.1% | -70.7% | -14.1% | — |
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $88M | $70M | $68M | $54M | $50M | $50M | $49M | $41M | $41M | $42M | $44M | $43M | |
| Operating Expenses | $78M | $66M | $61M | $52M | $48M | $51M | $67M | $55M | $55M | $48M | $47M | $46M | |
| Operating Income | $10M | $4M | $7M | $2M | $2M | $-1M | $-18M | $-14M | $-13M | $-7M | $-4M | $-2M | |
| Other Non-op | · | · | · | · | $69.0K | $3.0K | $38.0K | $37.0K | $34.0K | $61.0K | $65.0K | $97.0K | |
| Pretax Income | $150M | $104M | $28M | $-103M | $153M | $4M | $-31M | $-11M | $-8M | $-3M | $-310.0K | $141.0K | |
| Income Tax | $38M | $26M | $7M | $-27M | $40M | $185.0K | $-6M | $-20M | $-7M | $-2M | $-1M | $-490.0K | |
| Net Income | $112M | $78M | $21M | $-21M | $113M | $4M | $-25M | $8M | $-918.0K | $-1M | $810.0K | $631.0K | |
| EPS (Basic) | $81.41 | $56.73 | $15.58 | $-54.81 | $81.77 | · | · | · | · | · | · | · | |
| EPS (Diluted) | $81.41 | $56.73 | · | · | · | · | · | · | · | · | · | · | |
| Shares (Basic) | 1,377,426 | 1,377,026 | 1,377,026 | 1,379,655 | 1,380,746 | · | · | · | · | · | · | · | |
| Shares (Diluted) | 1,377,503 | 1,377,026 | · | · | · | · | · | · | · | · | · | · | |
| EBITDA | $10M | $4M | $7M | $2M | $3M | $-759.0K | $-18M | $-10M | $-8M | $-931.0K | $-3M | $650.0K |
Bilans 26
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $21M | $13M | $21M | $13M | $13M | $27M | $9M | $9M | $3M | $11M | $16M | $15M | |
| Short-term Investments | $493M | $359M | $303M | $276M | $348M | $179M | $195M | $212M | $229M | · | · | · | |
| Receivables | $21M | $19M | $19M | $17M | $10M | $7M | $7M | $5M | $5M | $5M | $6M | $9M | |
| Inventory | · | $15.0K | $72.0K | $56.0K | $43.0K | $36.0K | $40.0K | $46.0K | $40.0K | $41.0K | $48.0K | $51.0K | |
| Prepaid Expense | $959.0K | $660.0K | $380.0K | $451.0K | $557.0K | $613.0K | $508.0K | $512.0K | $798.0K | $800.0K | $684.0K | · | |
| Current Assets | $538M | $394M | $345M | $309M | $372M | $216M | $213M | $227M | $240M | $184M | $189M | $201M | |
| PP&E (Net) | $9M | $9M | $9M | $10M | $10M | $10M | $11M | $11M | $12M | $12M | $9M | $9M | |
| PP&E (Gross) | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $21M | $21M | $21M | $17M | $18M | |
| Accum. Depreciation | $11M | $11M | $10M | $10M | $10M | $9M | $10M | $10M | $9M | $9M | $8M | $9M | |
| Goodwill | · | · | · | · | · | · | · | $13M | $13M | $13M | $13M | $13M | |
| Intangibles | · | · | · | · | · | · | · | · | $3M | $8M | $13M | $18M | |
| Total Assets | $548M | $404M | $355M | $319M | $383M | $239M | $237M | $264M | $281M | $225M | $228M | $244M | |
| Accounts Payable | $7M | $6M | $7M | $5M | $4M | $4M | $5M | $3M | $3M | $3M | $4M | $4M | |
| Accrued Liabilities | $13M | $9M | $9M | $7M | $6M | $5M | $5M | $4M | $3M | $3M | $3M | $3M | |
| Current Liabilities | $39M | $38M | $42M | $34M | $34M | $28M | $31M | $27M | $24M | $65M | $66M | $73M | |
| Capital Leases | · | $37.0K | $44.0K | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | $37M | $42M | $65M | · | · | · | |
| Total Liabilities | $157M | $125M | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | $47.0K | · | |
| Common Stock | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | |
| Paid-in Capital | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $389M | $277M | $199M | $177M | $253M | $140M | $136M | $45M | $57M | $58M | $59M | $58M | |
| AOCI | $0 | · | · | · | · | · | · | $116M | $101M | $66M | $68M | $76M | |
| Stockholders' Equity | $391M | $279M | $200M | $179M | $255M | $142M | $138M | $163M | $160M | $125M | $129M | $136M | |
| Liabilities + Equity | $548M | $404M | $355M | $319M | $383M | $239M | $237M | $264M | $281M | $225M | $228M | $244M | |
| Shares Outstanding | 1,377,426 | 1,805,053 | · | 1,377,026 | · | · | · | · | · | · | · | · |
Przepływy pieniężne 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $257.0K | $267.0K | $279.0K | $379.0K | $480.0K | $524.0K | $589.0K | $4M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $140.0K | $202.0K | · | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $35M | $22M | $5M | $-31M | $32M | $590.0K | $-6M | $-19M | $-5M | $-2M | $-1M | $-2M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | $3M | $5M | $5M | $5M | $5M | |
| Other Non-cash | $-134M | $-101M | $-12M | $101M | $-142M | $-3M | $33M | $5M | $-3M | $-2M | $8M | $5M | |
| Operating Cash Flow | $13M | $-89.0K | $15M | $-5M | $3M | $2M | $2M | $-2M | $-3M | $1M | $8M | $5M | |
| CapEx | $8.0K | $49.0K | $86.0K | $36.0K | $29.0K | $184.0K | $165.0K | $212.0K | $253.0K | $4M | $565.0K | $435.0K | |
| Investing Cash Flow | $-8.0K | $41M | $-7M | $-37M | $-20M | $16M | $-165.0K | $8M | $-5M | $-8M | $-8M | · | |
| Financing Cash Flow | $-6M | $-48M | $-153.0K | $43M | $2M | $-126.0K | $-121.0K | $-115.0K | $-110.0K | $2M | · | · | |
| Net Change in Cash | $8M | $-7M | $8M | $829.0K | $-14M | $18M | $1M | $6M | $-8M | $-4M | $207.0K | $4M | |
| Taxes Paid | $2M | $5M | $806.0K | $11M | $2M | $-47.0K | $-121.0K | $-1M | $-3.0K | $-13.0K | $-959.0K | $28.0K | |
| Free Cash Flow | $13M | $-138.0K | $15M | $-5M | $3M | $2M | $1M | $-2M | $-3M | $-3M | $7M | $4M |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 5.8% | 9.8% | 3.7% | 4.4% | -2.6% | -37.5% | -34.5% | -31.8% | -16.0% | -8.0% | · | |
| Net Margin | 127.9% | 111.7% | 31.7% | -140.0% | 228.6% | 8.1% | -51.8% | 20.2% | -2.2% | -2.5% | 1.8% | · | |
| Pretax Margin | 171.1% | 149.1% | 41.5% | -189.9% | 309.9% | 8.5% | -64.7% | -27.9% | -19.5% | -7.2% | -0.70% | · | |
| EBITDA Margin | 11.2% | 6.2% | 10.2% | 4.4% | 5.3% | -1.5% | -36.2% | -25.5% | -18.3% | -2.2% | -6.6% | · | |
| ROA | 23.6% | 20.2% | 5.9% | -21.5% | 28.9% | 1.8% | -10.3% | 3.1% | -0.34% | -0.47% | 0.34% | 0.26% | |
| ROE | 30.9% | 29.4% | 10.5% | -37.5% | 44.2% | 3.2% | -17.5% | 5.1% | -0.64% | -0.82% | 0.61% | 0.51% | |
| ROIC | 1.8% | 1.1% | 2.5% | 0.82% | 0.62% | -0.87% | -10.6% | 6.2% | -0.94% | -1.9% | 7.1% | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 13.9 | 10.3 | 8.2 | 9.2 | 10.9 | 7.7 | 6.9 | 8.3 | 2.7 | 2.8 | 2.9 | 2.7 | |
| Quick Ratio | 13.8 | 10.2 | 8.1 | 9.1 | 10.9 | 7.6 | 6.9 | 8.3 | 0.1 | 0.2 | 0.3 | 0.3 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | · | |
| Receivables Turnover | 4.4 | 3.7 | 3.8 | 4.1 | 6.1 | 7.3 | 8.2 | 8.0 | 8.2 | 8.0 | 6.2 | · |
Stopy Wzrostu 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.4% | 3.3% | 25.4% | 8.2% | -0.03% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.5% | 11.9% | 10.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 43.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 43.6% | 264.1% | · | · | 2693.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | -11.6% | 74.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 94.4% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $88M | $70M | $68M | $54M | $50M | $50M | $49M | $41M | $41M | $42M | $44M | $43M | |
| Net Income TTM | $112M | $78M | $21M | $-21M | $113M | $4M | $-25M | $8M | $-918.0K | $-1M | $810.0K | $631.0K | |
| Market Cap | $840M | · | · | $353M | · | · | · | · | · | · | · | · | |
| P/E | 5.7 | 8.6 | · | · | · | · | · | · | · | · | · | · | |
| P/S | 9.6 | · | · | 6.5 | · | · | · | · | · | · | · | · | |
| P/B | 2.1 | · | · | 2.0 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 2.1 | · | · | 2.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 63.0 | · | · | -67.1 | · | · | · | · | · | · | · | · | |
| P / FCF | 63.0 | · | · | -66.7 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 17.5% | 11.6% | · | · | · | · | · | · | · | · | · | · |
Rachunek zysków i strat 12
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27M | $23M | $20M | $28M | $23M | $18M | $18M | $20M | $17M | $17M | $16M | $22M | $18M | $16M | $12M | $13M | |
| Operating Expenses | $22M | $20M | $19M | $24M | $20M | $17M | $17M | $18M | $16M | $16M | $15M | $18M | $15M | $15M | $13M | $15M | |
| Operating Income | $5M | $3M | $477.0K | $5M | $3M | $963.0K | $742.0K | $2M | $1M | $633.0K | $623.0K | $3M | $2M | $2M | $-716.0K | $-2M | |
| Other Non-op | $24.0K | $86.0K | $9.0K | · | $2.0K | $97.0K | $-9.0K | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $-16M | $-47M | $-10M | $56M | $18M | $61M | $15M | $36M | $32M | $21M | $16M | $-9M | $382.0K | $13M | $24M | $-14M | |
| Income Tax | $-5M | $-12M | $-2M | $14M | $4M | $17M | $4M | $9M | $8M | $5M | $3M | $-3M | $-295.0K | $4M | $6M | $-4M | |
| Net Income | $-11M | $-35M | $-8M | $42M | $14M | $45M | $11M | $27M | $23M | $15M | $13M | $-6M | $677.0K | $9M | $18M | $-10M | |
| EPS (Basic) | $-7.90 | $-25.14 | $-5.79 | $30.60 | $10.47 | $32.43 | $7.91 | $19.42 | $16.96 | $11.19 | $9.16 | $-4.71 | $0.49 | $6.85 | $12.95 | $-7.15 | |
| EPS (Diluted) | $-7.90 | $-25.14 | $-5.79 | $30.60 | $10.47 | $32.43 | $7.91 | · | · | · | · | · | · | · | · | · | |
| Shares (Basic) | 1,377,732 | 1,377,722 | 1,377,722 | -2,754,278 | 1,377,426 | 1,377,426 | 1,376,852 | -2,754,052 | 1,377,026 | 1,377,026 | 1,377,026 | -2,754,052 | 1,377,026 | 1,377,026 | 1,377,026 | 1,380,133 | |
| Shares (Diluted) | 1,377,732 | 1,377,722 | 1,377,722 | -2,754,201 | 1,377,426 | 1,377,426 | 1,376,852 | · | · | · | · | · | · | · | · | · | |
| EBITDA | $5M | $3M | $537.0K | · | $3M | $963.0K | $809.0K | · | $1M | $633.0K | $689.0K | · | $2M | $2M | $-641.0K | $-2M |
Bilans 22
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $31M | $21M | $17M | $21M | $19M | $12M | $15M | $13M | $10M | $11M | $14M | $21M | $20M | $14M | $15M | $9M | |
| Short-term Investments | $406M | $430M | $481M | $493M | $443M | $431M | $372M | $359M | $325M | $297M | $318M | $303M | $316M | $319M | $307M | $342M | |
| Receivables | $18M | $14M | $17M | $21M | $20M | $12M | $13M | $19M | $22M | $16M | $13M | $19M | $17M | $14M | $11M | $11M | |
| Inventory | · | · | · | · | $37.0K | $18.0K | $38.0K | · | $35.0K | $64.0K | $58.0K | $72.0K | $57.0K | $98.0K | $81.0K | $70.0K | |
| Prepaid Expense | $3M | $2M | $1M | $959.0K | $915.0K | $597.0K | $470.0K | $660.0K | $518.0K | $514.0K | $411.0K | $380.0K | $561.0K | $479.0K | $410.0K | $552.0K | |
| Current Assets | $464M | $472M | $518M | $539M | $486M | $459M | $403M | $394M | $361M | $326M | $348M | $345M | $357M | $349M | $337M | $368M | |
| PP&E (Net) | $6M | $5M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $10M | $10M | |
| PP&E (Gross) | · | · | · | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | |
| Accum. Depreciation | · | · | · | $11M | $11M | $11M | $11M | $11M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | |
| Total Assets | $472M | $480M | $529M | $548M | $495M | $468M | $413M | $404M | $370M | $336M | $357M | $355M | $366M | $359M | $346M | $385M | |
| Accounts Payable | $10M | $8M | $8M | $7M | $8M | $6M | $6M | $6M | $7M | $6M | $6M | $7M | $6M | $4M | $5M | $4M | |
| Accrued Liabilities | $9M | $6M | $5M | $13M | $9M | $6M | $6M | $9M | $8M | $6M | $5M | $9M | $5M | $5M | $4M | $5M | |
| Current Liabilities | $40M | $31M | $32M | $39M | $39M | $30M | $33M | $38M | $42M | $36M | $35M | $42M | $39M | $31M | $31M | $30M | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $44.0K | · | · | · | · | |
| Total Liabilities | $134M | $131M | $146M | $157M | · | · | · | $125M | · | · | · | · | · | · | · | · | |
| Common Stock | $14.0K | · | · | · | $14.0K | $14.0K | $14.0K | · | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | $14.0K | |
| Paid-in Capital | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $335M | $346M | $381M | $389M | $347M | $332M | $288M | $277M | $250M | $227M | $211M | $199M | $205M | $205M | $195M | $222M | |
| AOCI | $-26.0K | $-9.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $338M | $349M | $383M | $391M | $349M | $334M | $290M | $279M | $252M | $228M | $213M | $200M | $207M | $206M | $197M | $224M | |
| Liabilities + Equity | $472M | $480M | $529M | $548M | $495M | $468M | $413M | $404M | $370M | $336M | $357M | $355M | $366M | $359M | $346M | $385M | |
| Shares Outstanding | 1,377,752 | 1,377,426 | 1,805,149 | 1,805,053 | · | · | · | 1,805,053 | 1,377,026 | 1,377,026 | 1,377,026 | · | 1,377,026 | 1,377,026 | 1,377,026 | 1,377,026 |
Przepływy pieniężne 10
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $35.0K | $38.0K | $60.0K | $61.0K | $64.0K | $65.0K | $67.0K | $67.0K | $67.0K | $67.0K | $66.0K | $66.0K | $68.0K | $70.0K | $75.0K | $74.0K | |
| Stock-based Comp | $43.0K | $45.0K | $36.0K | $28.0K | $23.0K | $65.0K | $24.0K | $202.0K | · | · | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | $6M | · | · | · | $-9M | · | · | · | $-14M | · | · | · | $-16M | · | |
| Operating Cash Flow | $11M | $4M | $-2M | $5M | $7M | $-569.0K | $2M | $3M | $2M | $-4M | $-1M | $7M | $7M | $-668.0K | $2M | $3M | |
| CapEx | $137.0K | $7.0K | $7.0K | $8.0K | $0 | $0 | $0 | $38.0K | $-12.0K | $18.0K | $5.0K | $0 | $12.0K | $38.0K | $36.0K | $11.0K | |
| Investing Cash Flow | $-137.0K | $-7.0K | $-7.0K | $-8.0K | $0 | $0 | $0 | $-34.0K | $12.0K | $41M | $-5.0K | $0 | $-12.0K | $-38.0K | $-7M | $370.0K | |
| Financing Cash Flow | $-42.0K | $-42.0K | $-2M | $-3M | $-41.0K | $-3M | $-41.0K | $-39.0K | $-2M | $-41M | $-5M | $-6M | $-37.0K | $-65.0K | $6M | $-37.0K | |
| Net Change in Cash | $11M | $4M | $-4M | $1M | $7M | $-3M | $2M | $3M | $-348.0K | $-4M | $-6M | $621.0K | $7M | $-771.0K | $1M | $4M | |
| Taxes Paid | $0 | $0 | $0 | $2M | $-72.0K | $52.0K | $0 | $2M | $1M | $537.0K | $1M | $718.0K | $36.0K | $52.0K | $0 | $7.0K | |
| Free Cash Flow | · | · | $-2M | · | · | · | $2M | · | · | · | $-1M | · | · | · | $2M | · |
Rentowność 7
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 19.5% | 13.2% | 2.4% | · | 13.8% | 5.3% | 4.2% | · | 6.2% | 3.8% | 3.9% | · | 13.1% | 10.1% | -5.8% | -16.8% | |
| Net Margin | -40.4% | -152.5% | -40.8% | · | 61.6% | 245.8% | 61.5% | · | 133.5% | 93.0% | 78.9% | · | 3.8% | 58.4% | 144.9% | -78.6% | |
| Pretax Margin | -59.3% | -206.9% | -51.7% | · | 77.9% | 337.1% | 84.1% | · | 182.0% | 124.4% | 98.4% | · | 2.2% | 82.1% | 194.5% | -107.8% | |
| EBITDA Margin | 19.5% | 13.2% | 2.8% | · | 13.8% | 5.3% | 4.6% | · | 6.2% | 3.8% | 4.3% | · | 13.1% | 10.1% | -5.2% | -16.8% | |
| ROA | -2.2% | -7.3% | -1.7% | · | 3.3% | 11.1% | 2.8% | · | 6.3% | 4.4% | 3.6% | · | 0.18% | 2.5% | 4.6% | -2.5% | |
| ROE | -3.2% | -10.1% | -2.4% | · | 4.8% | 15.9% | 4.3% | · | 10.2% | 7.1% | 6.2% | · | 0.31% | 4.3% | 7.8% | -4.1% | |
| ROIC | 1.1% | 0.63% | 0.10% | · | 0.73% | 0.21% | 0.19% | · | 0.32% | 0.21% | 0.23% | · | 2.0% | 0.56% | -0.27% | -0.68% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 11.6 | 15.4 | 16.3 | · | 12.4 | 15.1 | 12.3 | · | 8.6 | 9.0 | 10.0 | · | 9.2 | 11.2 | 10.8 | 12.2 | |
| Quick Ratio | 11.4 | 15.2 | 16.2 | · | 12.3 | 15.0 | 12.2 | · | 8.5 | 8.9 | 9.9 | · | 9.2 | 11.1 | 10.6 | 12.0 |
Efektywność 2
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables Turnover | 1.4 | 1.8 | 1.3 | · | 1.1 | 1.3 | 1.4 | · | 0.9 | 1.1 | 1.3 | · | 1.3 | 1.5 | 1.3 | 1.2 |
Wycena (TTM) 10
| Wskaźnik | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $93M | $84M | $79M | · | $77M | $70M | $68M | · | $68M | $66M | $62M | · | $59M | $52M | $48M | $49M | |
| Net Income TTM | $-39M | $16M | $62M | · | $93M | $94M | $62M | · | $52M | $38M | $41M | · | $18M | $-10M | $-13M | $12M | |
| Market Cap | $828M | $664M | $880M | · | · | · | · | · | $543M | $498M | $469M | · | $398M | $392M | $345M | $356M | |
| P/E | -21.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/S | 8.9 | 7.9 | 11.2 | · | · | · | · | · | 8.0 | 7.5 | 7.6 | · | 6.8 | 7.5 | 7.2 | 7.3 | |
| P/B | 2.5 | 1.9 | 2.3 | · | · | · | · | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 1.9 | 1.8 | 1.6 | |
| P / Tangible Book | 2.5 | 1.9 | 2.3 | · | · | · | · | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 1.9 | 1.8 | 1.6 | |
| P / Cash Flow | · | · | -453.9 | · | · | · | · | · | · | · | -403.9 | · | · | · | 143.9 | · | |
| P / FCF | · | · | -452.3 | · | · | · | · | · | · | · | -402.2 | · | · | · | 146.0 | · | |
| Earnings Yield | -4.7% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Przychody | $88M | $70M | — | — | — |
| Marża Operacyjna % | 10.9% | 5.8% | — | — | — |
| Zysk netto | $112M | $78M | — | — | — |
| Rozwodniony EPS | $81.41 | $56.73 | — | — | — |
Bilans
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 13.9 | 10.3 | — | — | — |
| Wskaźnik Szybkości | 13.8 | 10.2 | — | — | — |
Przepływy pieniężne
| 2025-09-30 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $13M | $-138.0K | — | — | — |
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 143 emitenci · $565.3M łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 23 (-6 vs poprzedni kw.) | 16 (+5 vs poprzedni kw.) | 40 (+6 vs poprzedni kw.) | 36 (-2 vs poprzedni kw.) | +81K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| RWWM, INC. | $212 998 611 | 354 295 | 37,68% | Akcje |
| VANGUARD GROUP INC | $45 886 539 | 94 161 | 8,12% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25 304 087 | 42 090 | 4,48% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $25 102 688 | 41 755 | 4,44% | Akcje |
| HighTower Advisors, LLC | $24 846 281 | 41 329 | 4,40% | Akcje |
| ADVISORY RESEARCH INC | $23 955 017 | 39 846 | 4,24% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $23 727 166 | 39 467 | 4,20% | Akcje |
| AltraVue Capital, LLC | $22 626 988 | 37 637 | 4,00% | Akcje |
| STATE STREET CORP | $21 313 989 | 35 453 | 3,77% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $17 339 636 | 28 838 | 3,07% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $15 733 142 | 26 170 | 2,78% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $9 072 558 | 15 091 | 1,61% | Akcje |
| Legato Capital Management LLC | $6 420 108 | 10 679 | 1,14% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $6 108 090 | 10 160 | 1,08% | Akcje |
| D. E. Shaw & Co., Inc. | $6 105 084 | 10 155 | 1,08% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 289 270 | 8 798 | 0,94% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $4 291 294 | 7 138 | 0,76% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $4 219 151 | 7 018 | 0,75% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $3 855 431 | 6 413 | 0,68% | Akcje |
| Wilmington Savings Fund Society, FSB | $3 847 616 | 6 400 | 0,68% | Akcje |
| XTX Topco Ltd | $3 688 902 | 6 136 | 0,65% | Akcje |
| Rockefeller Capital Management L.P. | $3 661 247 | 6 090 | 0,65% | Akcje |
| Caprock Group, LLC | $3 352 235 | 5 576 | 0,59% | Akcje |
| Quantinno Capital Management LP | $3 155 646 | 5 249 | 0,56% | Akcje |
| Corient Private Wealth LP | $2 597 142 | 4 320 | 0,46% | Akcje |
| GOLDMAN SACHS GROUP INC | $2 570 403 | 4 276 | 0,45% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $2 173 302 | 3 615 | 0,38% | Akcje |
| CITIGROUP INC | $1 703 171 | 2 833 | 0,30% | Akcje |
| CWA Asset Management Group, LLC | $1 598 564 | 2 659 | 0,28% | Akcje |
| Swiss National Bank | $1 576 320 | 2 622 | 0,28% | Akcje |
| Bank of New York Mellon Corp | $1 365 302 | 2 271 | 0,24% | Akcje |
| EVERETT HARRIS & CO /CA/ | $1 262 499 | 2 100 | 0,22% | Akcje |
| MARSHALL WACE, LLP | $1 222 220 | 2 033 | 0,22% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 139 856 | 1 896 | 0,20% | Akcje |
| RHUMBLINE ADVISERS | $1 055 077 | 1 755 | 0,19% | Akcje |
| BROWN ADVISORY INC | $961 904 | 1 600 | 0,17% | Akcje |
| Brevan Howard Capital Management LP | $960 702 | 1 598 | 0,17% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $937 255 | 1 559 | 0,17% | Akcje |
| JANE STREET GROUP, LLC | $845 874 | 1 407 | 0,15% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $823 630 | 1 370 | 0,15% | Akcje |
| Allspring Global Investments Holdings, LLC | $816 416 | 1 358 | 0,14% | Akcje |
| Point72 Asset Management, L.P. | $778 541 | 1 295 | 0,14% | Akcje |
| Headlands Technologies LLC | $768 321 | 1 278 | 0,14% | Akcje |
| CITADEL ADVISORS LLC | $729 243 | 1 213 | 0,13% | Akcje |
| WELLS FARGO & COMPANY/MN | $699 785 | 1 164 | 0,12% | Akcje |
| FRANKLIN RESOURCES INC | $696 779 | 1 159 | 0,12% | Akcje |
| Entropy Technologies, LP | $637 261 | 1 060 | 0,11% | Akcje |
| Centiva Capital, LP | $628 244 | 1 045 | 0,11% | Akcje |
| ANGELES WEALTH MANAGEMENT, LLC | $627 642 | 1 044 | 0,11% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $627 042 | 1 300 | 0,11% | Akcje |
| BlackRock, Inc. | $601 791 | 1 001 | 0,11% | Akcje |
| Engineers Gate Manager LP | $582 553 | 969 | 0,10% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $581 952 | 968 | 0,10% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $581 351 | 967 | 0,10% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $571 091 | 1 184 | 0,10% | Akcje |
| Capital Advantage, Inc. | $569 327 | 947 | 0,10% | Akcje |
| Balyasny Asset Management L.P. | $505 000 | 840 | 0,09% | Akcje |
| SHAYNE & JACOBS, LLC | $498 387 | 829 | 0,09% | Akcje |
| MetLife Investment Management, LLC | $477 345 | 794 | 0,08% | Akcje |
| Gotham Asset Management, LLC | $473 738 | 788 | 0,08% | Akcje |
| Cubist Systematic Strategies, LLC | $465 518 | 1 001 | 0,08% | Akcje |
| AMERIPRISE FINANCIAL INC | $431 053 | 717 | 0,08% | Akcje |
| Mraz, Amerine & Associates, Inc. | $414 220 | 689 | 0,07% | Akcje |
| Aquatic Capital Management LLC | $400 393 | 666 | 0,07% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $385 964 | 642 | 0,07% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $373 940 | 622 | 0,07% | Akcje |
| Susquehanna Portfolio Strategies, LLC | $367 928 | 612 | 0,07% | Akcje |
| JPMORGAN CHASE & CO | $332 170 | 560 | 0,06% | Akcje |
| Jain Global LLC | $331 256 | 551 | 0,06% | Akcje |
| Invesco Ltd. | $321 637 | 535 | 0,06% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $303 000 | 504 | 0,05% | Akcje |
| JANUS HENDERSON GROUP PLC | $289 062 | 600 | 0,05% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $253 702 | 422 | 0,04% | Akcje |
| Schonfeld Strategic Advisors LLC | $248 891 | 414 | 0,04% | Akcje |
| Cross Staff Investments Inc | $240 476 | 400 | 0,04% | Akcje |
| Vanguard Global Advisers, LLC | $235 065 | 391 | 0,04% | Akcje |
| ARIZONA STATE RETIREMENT SYSTEM | $217 030 | 361 | 0,04% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $209 214 | 348 | 0,04% | Akcje |
| FMR LLC | $206 809 | 344 | 0,04% | Akcje |
| EQUITABLE TRUST CO | $200 196 | 333 | 0,04% | Akcje |
| Vanguard Investments Australia, Ltd. | $182 762 | 304 | 0,03% | Akcje |
| KLP KAPITALFORVALTNING AS | $180 357 | 300 | 0,03% | Akcje |
| AlphaQuest LLC | $134 988 | 277 | 0,02% | Akcje |
| NORTHERN TRUST CORP | $127 452 | 212 | 0,02% | Akcje |
| Nuveen, LLC | $124 446 | 207 | 0,02% | Akcje |
| BARCLAYS PLC | $110 018 | 183 | 0,02% | Akcje |
| Tower Research Capital LLC (TRC) | $93 786 | 156 | 0,02% | Akcje |
| Legal & General Group Plc | $78 756 | 131 | 0,01% | Akcje |
| CWM, LLC | $76 210 | 158 | 0,01% | Akcje |
| Ameritas Investment Partners, Inc. | $73 946 | 123 | 0,01% | Akcje |
| Parallel Advisors, LLC | $63 726 | 106 | 0,01% | Akcje |
| AE Wealth Management LLC | $62 524 | 104 | 0,01% | Akcje |
| Russell Investments Group, Ltd. | $61 321 | 102 | 0,01% | Akcje |
| Quantbot Technologies LP | $57 714 | 96 | 0,01% | Akcje |
| FEDERATED HERMES, INC. | $50 500 | 84 | 0,01% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $36 190 | 63 | 0,01% | Akcje |
| UBS Group AG | $36 071 | 60 | 0,01% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $30 060 | 50 | 0,01% | Akcje |
| MORGAN STANLEY | $29 458 | 49 | 0,01% | Akcje |
| ROYAL BANK OF CANADA | $25 000 | 41 | 0,00% | Akcje |
Insiderzy spółki 3 insiderów · 1 dyrektorzy generalni · 3 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Gerald L Salzman | Chief Executive Officer | 22 grudnia 2020 S | 0 | 0 | 0 | $0 |
| Charles T Munger | Dyrektor | 16 czerwca 2022 J | 46 280 | 0 | 0 | $0 |
| GUERIN JOHN PATRICK ET AL | Dyrektor | 3 stycznia 2020 S | 123 513 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 5 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Peter D. Kaufman ×2 zgłoszenia | 10 marca 2026 | 4,30% | Aneks | — | SEC |
| Peter D. Kaufman (Trustee) (2) | 18 grudnia 2020 | — | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| John Patrick Guerin ×3 zgłoszenia | 20 grudnia 2019 | — | Pierwotne zgłoszenie | — | SEC |
| John P. Guerin ×3 zgłoszenia | 23 lipca 2013 | — | Pierwotne zgłoszenie | — | SEC |
| Charles T. Munger ×2 zgłoszenia | 7 stycznia 2013 | — | Pierwotne zgłoszenie | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Posiadanie ETF-ów Posiadane przez 38 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| IWC · iShares Trust | 0,18% | 4 583 SH | 8 sierpnia 2026 | Dziennie |
| SMMV · iShares Trust | 0,09% | 473 SH | 8 sierpnia 2026 | Dziennie |
| EBIT · Harbor ETF Trust | 0,07% | 16 NS | 30 kwietnia 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 3 378 NS | 31 maja 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,06% | 2 638 NS | 30 kwietnia 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 839 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,04% | 9 197 SH | 8 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,03% | 3 767 NS | 30 kwietnia 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 34 643 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 467 NS | 31 maja 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 575 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 7 794 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,02% | 4 584 NS | 30 kwietnia 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 84 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,02% | 58 NS | 31 maja 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 3 538 SH | 8 sierpnia 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,01% | 3 993 NS | 30 kwietnia 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 126 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 10 568 SH | 8 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 414 SH | 8 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,01% | 32 931 SH | 8 sierpnia 2026 | Dziennie |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 4 405 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 46 NS | 31 maja 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 52 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 56 NS | 30 kwietnia 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 231 NS | 30 kwietnia 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 3 173 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 51 NS | 31 maja 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 137 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 1 NS | 31 maja 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 345 NS | 30 kwietnia 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 396 SH | 8 sierpnia 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 387 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 480 NS | 31 maja 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 85 NS | 31 maja 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 1 NS | 31 maja 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 30 190 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 112 SH | 8 sierpnia 2026 | Dziennie |