| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Abrams Capital Management David Abrams | 2,108,540 | $502,971,132 | 8.23% | |
| 2. | Impactive Capital Lauren Taylor Wolfe | 1,247,027 | $297,465,821 | -11% | 13.4% |
| 3. | Eminence Capital Ricky Sandler | 1,002,160 | $239,055,246 | +37% | 2.88% |
| 4. | Magnolia Capital Fund Adam Peterson | 238,123 | $56,801,860 | +7% | 8.73% |
| 5. | Simcoe Capital Management Jeffrey Jacobowitz | 170,455 | $40,660,336 | -52% | 4.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $225.16 | 46,952 | $10,571,698.23 | 2,162,992 | 2025-07-30 | Filing | |
| $196.13 | 3 | $588.39 | 7,503 | 2021-04-09 | Filing | |
| $43.23 | 8,606 | $372,064.06 | 2,118,216 | 2020-03-19 | Filing | |
| $43.27 | 113,270 | $4,901,555.36 | 2,109,610 | 2020-03-18 | Filing | |
| $58.12 | 100 | $5,812.00 | 2,000,696 | 2016-05-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $255.61 | 800 | $204,488.00 | 5,824 | 2025-08-28 | Filing | |
| $254.40 | 400 | $101,760.00 | 5,295 | 2025-08-22 | Filing | |
| $253.26 | 1,132 | $286,690.32 | 11,267 | 2025-08-22 | Filing | |
| $244.10 | 625 | $152,562.50 | 6,855 | 2025-08-19 | Filing | |
| $296.64 | 1,217 | $361,010.88 | 3,747 | 2025-02-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 449 | $109,758 | 0.01% | |
| 2. | 1,750 | $428 | 0.03% |
