LongDISJun 2026
The Walt Disney Company
Disney reported better-than-expected earnings but declined as investors questioned the sustainability of the earnings beat. Ariel continues to view the company as a unique…
DIS
Which hedge funds are long DIS?
1 published idea on The Walt Disney Company across 1 fund — 1 long and 0 short.
The Walt Disney Company hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on The Walt Disney Company: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.