| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Locust Wood Capital Advisers Stephen J. Errico | 9,341,954 | $194,499,482 | +15% | 4.85% |
| 2. | Woodson Capital Management James Woodson Davis | 1,500,000 | $31,230,000 | -25% | 5.61% |
| 3. | Ballast Asset Management Ragen Stienke | 293,311 | $6,106,735 | +2% | 2.79% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.09 | 5,240 | $100,006.97 | 5,240 | 2025-08-29 | Filing | |
| $19.28 | 13,000 | $250,640.00 | 13,000 | 2025-08-13 | Filing | |
| $11.12 | 45,045 | $500,900.40 | 45,045 | 2025-03-17 | Filing | |
| $16.57 | 233,070 | $3,861,969.90 | 879,963 | 2025-02-20 | Filing | |
| $16.57 | 233,070 | $3,861,969.90 | 879,963 | 2025-02-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.36 | 97,226 | $1,882,295.36 | 779,062 | 2025-08-14 | Filing | |
| $19.26 | 19,899 | $383,254.74 | 779,062 | 2025-08-13 | Filing | |
| $19.02 | 85,365 | $1,623,642.30 | 799,668 | 2025-08-13 | Filing | |
| $18.74 | 100,000 | $1,874,000.00 | 759,789 | 2025-08-12 | Filing | |
| $11.01 | 5,000 | $55,050.00 | 1,481,036 | 2025-03-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 237,997 | $4,955,087 | 0.27% | |
| 2. | 175,150 | $3,646,623 | 2.01% | |
| 3. | 141,671 | $2,949,589 | 0% | |
| 4. | 117,289 | $2,441,957 | 0% | |
| 5. | 62,463 | $1,300,480 | 0% |
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