Bright Horizons Family Solutions (BFAM): Reallocating Capital Following Australian Performance Setbacks
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,084,745 | $218,369,098 | -8% | 0.08% |
| 2. | Abrams Bison Investments Gavin M. Abrams | 2,393,249 | $169,633,489 | +70% | 8.28% |
| 3. | Giverny Capital Francois Rochon | 1,080,793 | $76,606,608 | +46% | 2.58% |
| 4. | BAMCO Inc. Ron Baron | 1,055,150 | $74,789,032 | -5% | 0.11% |
| 5. | Point72 Asset Management Steve Cohen | 920,382 | $65,236,676 | +60% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $107.95 | 227 | $24,504.88 | 6,184 | 2020-05-19 | Filing | |
| $111.64 | 1,350 | $150,714.00 | 3,546 | 2020-05-12 | Filing | |
| $35.36 | 1,400 | $49,504.00 | 2,400 | 2013-11-12 | Filing | |
| $22.00 | 5,000 | $110,000.00 | 5,000 | 2013-01-30 | Filing | |
| $22.00 | 5,000 | $110,000.00 | 5,000 | 2013-01-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.65 | 6,000 | $435,879.60 | 14,329 | 2026-09-02 | Filing | |
| $75.00 | 1,200 | $90,000.00 | 30,945 | 2026-09-01 | Filing | |
| $75.57 | 1,200 | $90,684.00 | 32,145 | 2026-08-03 | Filing | |
| $80.00 | 500 | $40,000.00 | 33,345 | 2026-07-28 | Filing | |
| $108.52 | 1,000 | $108,520.00 | 26,449 | 2025-10-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 257,890 | $16,432,751 | 2.61% | |
| 2. | 147,060 | $9,370,664 | 2.28% | |
| 3. | 59,400 | $3,784,968 | 2.05% | |
| 4. | 48,471 | $2,947,183 | 0% | |
| 5. | 40,574 | $2,585,375 | 0.06% |