| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | CAS Investment Partners Clifford A. Sosin | 22,559,570 | $1,484,870,897 | -81% | 78.85% |
| 2. | Greenoaks Capital Neil Mehta | 21,344,170 | $1,404,873,269 | -80% | 59.61% |
| 3. | 20,431,000 | $1,344,768,420 | -82% | 0.15% | |
| 4. | Viking Global Andreas Halvorsen | 12,322,311 | $811,054,510 | -83% | 2.31% |
| 5. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 11,675,000 | $768,448,500 | -80% | 22.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.40 | 3,847 | $240,052.80 | 749,045 | 2026-07-31 | Filing | |
| $61.69 | 21,153 | $1,304,928.57 | 745,198 | 2026-07-31 | Filing | |
| $62.40 | 3,847 | $240,052.80 | 168,573 | 2026-07-31 | Filing | |
| $61.69 | 21,153 | $1,304,928.57 | 164,726 | 2026-07-31 | Filing | |
| $441.36 | 5 | $2,206.80 | 269 | 2026-01-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.00 | 5,597 | $363,805.00 | 357,442 | 2026-10-12 | Filing | |
| $62.82 | 2,320 | $145,742.40 | 120,865 | 2026-10-01 | Filing | |
| $61.64 | 920 | $56,708.80 | 123,185 | 2026-10-01 | Filing | |
| $60.75 | 840 | $51,030.00 | 124,105 | 2026-10-01 | Filing | |
| $59.48 | 920 | $54,721.60 | 124,945 | 2026-10-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,500,000 | $469,050,000 | 75.03% | |
| 2. | 2,185,000 | $136,649,900 | 8.97% | |
| 3. | 606,456 | $37,927,758 | 0.88% | |
| 4. | 206,849 | $12,936,336 | 0.07% | |
| 5. | 163,288 | $10,212,032 | 0.05% |