ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization
Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Iridian Asset Management David Cohen And Harold Levy | 3,072,272 | $32,043,797 | -33% | 11.66% |
| 2. | Olympiad Research LP Thong Nguyen | 0 | $0 | 0% | |
| 3. | Paradice Investment Management David Paradice | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.66 | 214,600 | $1,000,036.00 | 569,102 | 2026-02-26 | Filing | |
| $7.30 | 16,892 | $123,311.60 | 2,928,705 | 2026-02-09 | Filing | |
| $8.81 | 14,286 | $125,859.66 | 2,598,383 | 2026-01-12 | Filing | |
| $7.97 | 31,172 | $248,440.84 | 2,618,714 | 2025-12-15 | Filing | |
| $6.27 | 5,000 | $31,350.00 | 39,107 | 2025-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.85 | 1,750 | $15,487.50 | 72,473 | 2026-01-15 | Filing | |
| $8.03 | 1,750 | $14,052.50 | 55,554 | 2025-12-15 | Filing | |
| $8.00 | 1,750 | $14,000.00 | 54,488 | 2025-12-01 | Filing | |
| $8.84 | 1,750 | $15,470.00 | 54,488 | 2025-10-15 | Filing | |
| $10.11 | 1,750 | $17,692.50 | 56,750 | 2025-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 408,192 | $4,257,443 | 0.09% | |
| 2. | 407,768 | $4,253,020 | 0.42% | |
| 3. | 269,404 | $2,809,884 | 1.57% | |
| 4. | 268,150 | $2,796,804 | 0.02% | |
| 5. | 213,132 | $2,222,967 | 0.01% |