DPZ
Domino's Pizza, Inc. · Consumer Cyclical · Restaurants
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +0.7% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +2 | 27.59M | $8.18B | +6 | −3 |
| Q1 2026 | 159 | 0 | 25.30M | $9.08B | +7 | −8 |
| Q4 2025 | 158 | 0 | 25.99M | $10.81B | +1 | — |
| Q3 2025 | 24 | +1 | 15.77M | $6.81B | +1 | −1 |
| Q2 2025 | 21 | -1 | 15.16M | $6.83B | — | −1 |
| Q1 2025 | 19 | 0 | 7.38M | $3.39B | +2 | −2 |
| Q4 2024 | 19 | 0 | 7.33M | $3.08B | +1 | −1 |
| Q3 2024 | 18 | -1 | 4.79M | $2.06B | +2 | −3 |
| Q2 2024 | 19 | — | 4.83M | $2.50B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 2.62M | +10.0% | $1.20B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passif) | 1.42M | -2.3% | $654.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 1.06M | +10.7% | $488.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 1.06M | +10.7% | $488.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (passif) | 511.26K | -14.3% | $234.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 350.09K | +12.8% | $160.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 350.09K | +12.8% | $160.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 350.09K | +12.8% | $160.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 350.09K | +12.8% | $160.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 350.09K | +12.8% | $160.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Capital World Investors ✦ | 318.43K | +0.1% | $146.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 302.42K | +419.1% | $138.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 302.42K | +419.1% | $138.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 210.82K | -9.9% | $96.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 210.82K | -9.9% | $96.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 124.80K | -20.8% | $57.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 101.47K | -45.7% | $46.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 89.16K | Nouveau | $40.97M | 0.1% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 89.16K | Nouveau | $40.97M | 0.1% | New | 1 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 86.50K | +1.0% | $39.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 67.66K | -48.2% | $31.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 51.43K | -41.5% | $23.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 51.43K | -41.5% | $23.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 51.43K | -41.5% | $23.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 51.43K | -41.5% | $23.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 31.54K | Nouveau | $14.49M | 0.0% | New | 1 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 15.15K | -28.0% | $6.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 7.82K | -34.1% | $3.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 7.82K | -34.1% | $3.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Markel Group ✦ | 5.50K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 2.53K | -44.3% | $1.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $40.97M | 0.1% |
| Marshall Wace | $40.97M | 0.1% |
| Adage Capital Partners | $14.49M | 0.0% |
Sorti(e)
| Coatue Management | $135.42M | était 0.5% |
| Bridgewater Associates | $334,968 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 900 actions, $322 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.