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Disclosery

Kinetic Partners Management, LP: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kinetic Partners Management, LP on DIS, newest first. How the timeline and the estimate are built.

Kinetic Partners Management, LP held 0 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -222,973 shares

    13F-HR 0001172661-26-003816 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 222,973 shares
    Change vs previous 13F -513,000 shares

    1.2% of the 13F portfolio, value $21,490,138.

    13F-HR 0001172661-26-002338 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 735,973 shares
    Change vs previous 13F +152,400 shares

    4.06% of the 13F portfolio, value $83,731,648.

    13F-HR 0001172661-26-001121 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 583,573 shares
    Change vs previous 13F -87,000 shares

    3.24% of the 13F portfolio, value $66,819,109.

    13F-HR 0001172661-25-005040 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 670,573 shares
    Change vs previous 13F +330,873 shares

    4.55% of the 13F portfolio, value $83,157,758.

    13F-HR 0001172661-25-003493 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 339,700 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $33,528,390.

    13F-HR 0001172661-25-002350 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).