
What smart money is saying about Walt Disney
7 funds in our archive have pitched Walt Disney — most recently PM Capital in June 2026.
Operating worldwide through its various subsidiaries, The Walt Disney Company (DIS) stands as a prominent global entertainment enterprise. Its vast array of activities is organized into two primary divisions: Disney Media and Entertainment Distribution, and Disney Parks, Experiences and Products. Within its media and entertainment arm, Disney is actively engaged in developing and distributing both cinematic films and television series. This segment encompasses the management of well-known broadcast networks such as ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star, as well as renowned film studios responsible for productions under banners like Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures. The company also delivers content directly to consumers through its popular streaming platforms, including Disney+, Disney+ Hotstar, ESPN+, Hulu, and Star+. Further activities involve licensing its film and television content to external broadcasters and subscription video-on-demand services, overseeing theatrical releases, home entertainment distribution, and music distribution, staging and licensing live entertainment spectacles, and offering specialized post-production services via Industrial Light & Magic and Skywalker Sound. The "Parks, Experiences and Products" segment manages a celebrated collection of global theme parks and resorts, which notably includes Walt Disney World Resort in Florida, Disneyland Resort in California, Disneyland Paris, Hong Kong Disneyland Resort, and Shanghai Disney Resort. This division also features the Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, Adventures by Disney, and Aulani, a resort and spa located in Hawaii. The company extends its brand presence by licensing its intellectual property to a third party for the operations of the Tokyo Disney Resort. A substantial part of this segment involves consumer products, where Disney licenses its iconic trade names, characters, visual elements, literary works, and other intellectual property for use on a diverse range of merchandise, published materials, and games. Moreover, it sells branded merchandise directly through its retail stores, online platforms, and wholesale channels, and actively develops and publishes various books, comic books, and magazines. The Walt Disney Company was founded in 1923 and is based in Burbank, California.
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Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in Walt Disney — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 1 |
| Q1 2026 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- July 2026
Listed in Lindsell Train Global Equity Fund’s reported holdings.
Walt Disney - July 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
Walt Disney - ExitedRGA Investment Advisor Investment PortfolioJune 2026
“In aggregate, we funded these acquisitions with the sale of Lattice Semiconductor, Disney and Workday, as well as a modest trim from our Alphabet position.”
Walt Disney
Also mentioned · 2
These funds discuss Walt Disney — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedScharf Investments Quality Value StrategyJune 2026
“We believe that Disney, Agilent, and Otis, among others, similarly offer Q2 2026 | 5 Investing in Amazon”
Walt Disney - MentionedBurke Wealth Management Focused Growth StrategyJune 2026
“Remember when OpenAI launched the video creation tool Sora last Fall? Shortly after the launch, they signed a licensing deal with Disney and analysts hailed Sora as a competitor to Meta for consumer engagement.”
Walt Disney
Fund coverage · 7 theses
- PM CapitalJune 2026
Walt Disney is valued below the quality of its IP-driven assets and has attractive earnings and free cash flow growth potential.
Read the full thesis - Antipodes Global Value FundMarch 2026
Walt Disney is a diversified media and entertainment company with strong streaming and Experiences growth, plus valuation upside.
Read the full thesis - KNA CapitalFebruary 2026
The Walt Disney Company owns irreplaceable nostalgia-driven IP with strength in its Experiences segment and new leadership that could improve performance from a fair entry price.
Read the full thesis - RiverPark Large Growth FundSeptember 2025
Disney is a high-quality EPS compounder with strong growth potential from its DTC segment and successful Experiences business.
Read the full thesis - Lindsell Train Global Equity FundJune 2025
Disney is transforming its video and film distribution to streaming, growing its subscriber base and profitability while launching a direct-to-consumer ESPN product for live sports.
Read the full thesis - Ariel Global FundJune 2025
Walt Disney Company is a strong investment opportunity due to a recent stock pullback, expected growth in Disney+ subscribers, increased revenue per user, margin improvements in streaming, and successful licensing leading to significant operating income growth.
Read the full thesis - Clearbridge Value StrategyMarch 2025
Walt Disney is positioned for growth as it shifts focus to improving profitability and margins in its streaming service, which we believe will lead to better earnings than currently expected.
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