Why Capital One (COF) Could See Both Earnings Growth and Multiple Expansion?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 11,492,010 | $2,305,527,119 | +11% | 3.06% |
| 2. | Eagle Capital Management Boykin Curry | 6,397,170 | $1,283,400,197 | -3% | 3.92% |
| 3. | AQR Capital Management Cliff Asness | 5,271,438 | $1,057,555,960 | +46% | 0.37% |
| 4. | Pzena Investment Management Richard S. Pzena | 4,593,920 | $921,632,231 | +1% | 2.71% |
| 5. | D E Shaw D. E. Shaw | 4,579,708 | $918,781,019 | +94% | 0.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $119.07 | 31 | $3,691.17 | 142,675 | 2022-05-23 | Filing | |
| $158.43 | 19 | $3,010.17 | 1,863 | 2021-06-14 | Filing | |
| $160.02 | 5 | $800.10 | 1,844 | 2021-06-11 | Filing | |
| $159.25 | 4 | $637.00 | 1,839 | 2021-06-10 | Filing | |
| $57.17 | 2,000 | $114,340.00 | 6,385 | 2013-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.07 | 2,017 | $415,643.19 | 57,696 | 2026-09-15 | Filing | |
| $206.07 | 2,066 | $425,740.62 | 61,195 | 2026-09-15 | Filing | |
| $214.10 | 3,500 | $749,350.00 | 83,194 | 2026-09-01 | Filing | |
| $225.92 | 1 | $225.92 | 63,261 | 2026-08-17 | Filing | |
| $225.52 | 2,192 | $494,339.84 | 63,262 | 2026-08-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 51,054,869 | $10,242,627,877 | 0.15% | |
| 2. | 40,646,052 | $8,154,410,953 | 0.17% | |
| 3. | 27,797,298 | $5,576,693,925 | 0.17% | |
| 4. | 17,785,818 | $3,597,715,745 | 0.2% | |
| 5. | 14,360,681 | $2,883,424,429 | 0.15% |