| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Southpoint Capital Advisors John Smith Clark | 2,500,000 | $188,950,000 | +39% | 4.39% |
| 2. | Palestra Capital Management Andrew Immerman And Jeremy Schiffman | 2,382,837 | $180,094,820 | -45% | 6.37% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,676,102 | $126,679,789 | -5% | 1.66% |
| 4. | MD Sass Martin D. Sass | 1,237,873 | $93,558,441 | -6% | 7.37% |
| 5. | Pzena Investment Management Richard S. Pzena | 887,725 | $67,094,256 | -5% | 0.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.08 | 10,000 | $670,800.00 | 10,000 | 2025-08-07 | Filing | |
| $85.87 | 1,000 | $85,870.00 | 1,000 | 2022-03-04 | Filing | |
| $66.22 | 760 | $50,327.20 | 760 | 2021-02-24 | Filing | |
| $63.65 | 1,000 | $63,654.00 | 1,000 | 2021-02-18 | Filing | |
| $60.60 | 2,000 | $121,190.00 | 5,246 | 2019-02-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.20 | 10,785 | $875,742.00 | 309,092 | 2026-02-27 | Filing | |
| $81.51 | 7,212 | $587,850.12 | 427,615 | 2026-02-26 | Filing | |
| $80.90 | 31,134 | $2,518,740.60 | 434,827 | 2026-02-26 | Filing | |
| $71.04 | 2,604 | $184,998.58 | 24,805 | 2025-03-19 | Filing | |
| $71.15 | 4,036 | $287,161.40 | 62,688 | 2025-03-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,652,032 | $1,182,980,579 | 18.91% | |
| 2. | 11,588,199 | $875,836,080 | 0.01% | |
| 3. | 6,959,174 | $525,974,409 | 0.01% | |
| 4. | 6,647,378 | $502,408,829 | 0.75% | |
| 5. | 5,101,448 | $385,567,526 | 0.02% |
Hedge Fund Resource Center