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
2 published ideas on The Walt Disney Company across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on The Walt Disney Company: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…
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…