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Disney

Sector Communication Services

28 letters mention Disney, from 11 managers. Page 1 of 2.

• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 2 times
• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned once
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2023 Hinde Group · Q2 2023 letter ↗ Marc Werres · mentioned 2 times
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 6 times
• Q4 2021 Greenhaven Road Capital · Q4 2021 letter ↗ Scott Miller · mentioned once
• Q2 2021 Greystone Capital · Q2 2021 letter ↗ Adam Wilk · mentioned once
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned once
• Q3 2020 1 Main Capital · Q3 2020 letter ↗ Yaron Naymark · mentioned once
• Q2 2020 Greenhaven Road Capital · Q2 2020 letter ↗ Scott Miller · mentioned once
• Q4 2019 Greenhaven Road Capital · Q4 2019 letter ↗ Scott Miller · mentioned 2 times
• Q1 2019 Greenhaven Road Capital · Q1 2019 letter ↗ Scott Miller · mentioned once
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned once
• 2016 Giverny Capital · Annual letter ↗ François Rochon · mentioned 7 times
• 2015 Giverny Capital · Annual letter ↗ François Rochon · mentioned 15 times
• Q3 2014 Greenhaven Road Capital · Q3 2014 letter ↗ Scott Miller · mentioned once
• Q1 2014 Mayar Capital · Q1 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• 2013 Giverny Capital · Annual letter ↗ François Rochon · mentioned 6 times
• 2012 Giverny Capital · Annual letter ↗ François Rochon · mentioned 8 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.