| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Akre Capital Management Charles Akre | 14,770,128 | $138,986,904 | +12% | 1.36% |
| 2. | Point State Capital Zach Schreiber | 10,093,001 | $94,975,139 | 1.45% | |
| 3. | Rivulet Capital Barry Lebovits And Joshua Kuntz | 6,489,070 | $61,062,149 | +46% | 5.93% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 4,550,000 | $42,815,500 | -28% | 0.36% |
| 5. | ValueAct Capital Jeffrey Ubben | 2,881,800 | $27,117,738 | 0.48% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.54 | 100,000 | $853,560.00 | 213,429 | 2025-05-23 | Filing | |
| $9.03 | 100,000 | $902,840.00 | 168,472 | 2025-05-14 | Filing | |
| $12.16 | 100,000 | $1,216,240.00 | 100,000 | 2024-12-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.59 | 150,000 | $1,438,665.00 | 157,478 | 2025-09-17 | Filing | |
| $9.79 | 42,531 | $416,433.78 | 157,478 | 2025-09-05 | Filing | |
| $9.87 | 7,298,044 | $72,042,641.35 | 9,084,247 | 2025-08-07 | Filing | |
| $9.87 | 695,999 | $6,870,554.13 | 866,345 | 2025-08-07 | Filing | |
| $9.87 | 22,005,957 | $217,231,804.53 | 27,391,934 | 2025-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,190,816 | $56,398,337 | 0.95% | |
| 2. | 2,201,974 | $20,059,983 | 0.11% | |
| 3. | 74,581 | $679,433 | 0.05% | |
| 4. | 45,450 | $414,050 | 0% | |
| 5. | 34,605 | $315,253 | 0.03% |
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