Measuring the Beat: 57 Stocks Surpassing Earnings Expectations
Academic research has consistently found that corporate earnings surprises cluster around small positive values, rather than large outperformance.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 75,000 | $13,158,750 | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $186.29 | 200 | $37,258.00 | 1,267 | 2025-11-24 | Filing | |
| $186.19 | 200 | $37,238.00 | 9,371 | 2025-11-21 | Filing | |
| $185.46 | 2,000 | $370,914.60 | 47,860 | 2025-11-21 | Filing | |
| $129.14 | 1,000 | $129,140.00 | 1,000 | 2019-05-31 | Filing | |
| $130.10 | 100 | $13,009.60 | 4,761 | 2019-05-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $187.46 | 400 | $74,985.00 | 1,126,119 | 2026-07-29 | Filing | |
| $186.27 | 600 | $111,760.02 | 1,126,519 | 2026-07-29 | Filing | |
| $185.42 | 3,500 | $648,956.35 | 1,127,119 | 2026-07-29 | Filing | |
| $184.47 | 2,400 | $442,716.24 | 1,130,619 | 2026-07-29 | Filing | |
| $183.71 | 3,100 | $569,489.53 | 1,133,019 | 2026-07-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 663,243 | $116,365,981 | 1.82% | |
| 2. | 431,754 | $75,751,308 | 1.03% | |
| 3. | 361,315 | $63,392,717 | 0.04% | |
| 4. | 355,964 | $62,455,913 | 2.06% | |
| 5. | 317,297 | $55,669,760 | 0.07% |