| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 17,306,277 | $588,990,294 | -47% | 1.7% |
| 2. | Durable Capital Partners Henry Ellenbogen | 15,935,352 | $542,333,146 | +20% | 4.11% |
| 3. | Select Equity Group Robert Joseph Caruso | 2,796,168 | $95,162,918 | -59% | 0.4% |
| 4. | Lionstone Capital Management Leon Lowenstein | 2,616,750 | $89,056,725 | -17% | 21.39% |
| 5. | Gates Capital Management Jeffrey Gates | 2,571,060 | $87,501,742 | -58% | 1.51% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.10 | 10,750 | $162,325.00 | 27,800 | 2022-09-19 | Filing | |
| $14.97 | 626 | $9,371.22 | 17,050 | 2022-09-16 | Filing | |
| $15.35 | 2,503 | $38,421.05 | 16,424 | 2022-09-15 | Filing | |
| $15.10 | 32,250 | $486,975.00 | 83,400 | 2022-09-19 | Filing | |
| $14.97 | 2,764 | $41,377.08 | 51,150 | 2022-09-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.64 | 1,200,000 | $41,568,000.00 | 19,868,790 | 2025-09-02 | Filing | |
| $35.23 | 95,000 | $3,346,850.00 | 7,348,101 | 2025-08-12 | Filing | |
| $35.23 | 25,000 | $880,750.00 | 1,425,019 | 2025-08-12 | Filing | |
| $34.88 | 190,000 | $6,627,200.00 | 7,443,101 | 2025-08-11 | Filing | |
| $34.88 | 50,000 | $1,744,000.00 | 1,450,019 | 2025-08-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,738,403 | $162,953,680 | 0.26% | |
| 2. | 1,833,000 | $63,000,210 | 0.06% | |
| 3. | 1,315,202 | $45,203,493 | 0.06% | |
| 4. | 275,280 | $9,461,374 | 1.71% | |
| 5. | 191,246 | $6,573,125 | 0.55% |
