Corpay (CPAY) Slipped on Investors' Concerns
Pelican Bay Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 4,128,114 | $1,189,144,519 | +8% | 5.1% |
| 2. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,771,146 | $510,196,317 | +18% | 1.58% |
| 3. | Select Equity Group Robert Joseph Caruso | 1,157,534 | $333,439,244 | +3% | 1.37% |
| 4. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 705,893 | $203,339,538 | +10% | 2.87% |
| 5. | 564,300 | $162,552,258 | +42% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.38 | 500 | $67,190.00 | 1,334 | 2017-05-09 | Filing | |
| $134.43 | 2,000 | $268,853.00 | 9,991 | 2017-05-09 | Filing | |
| $133.44 | 750 | $100,082.85 | 4,710 | 2017-05-09 | Filing | |
| $138.50 | 5,000 | $692,500.00 | 5,000 | 2017-05-11 | Filing | |
| $132.53 | 2,000 | $265,054.00 | 14,991 | 2017-05-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $375.23 | 2,427 | $910,683.21 | 12,215 | 2025-02-10 | Filing | |
| $381.97 | 21,272 | $8,125,361.56 | 17,990 | 2024-11-26 | Filing | |
| $370.04 | 8,000 | $2,960,301.60 | 1,797 | 2024-11-20 | Filing | |
| $365.63 | 5,760 | $2,106,000.00 | 28,217 | 2024-11-19 | Filing | |
| $363.22 | 64,415 | $23,396,893.60 | 28,217 | 2024-11-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,182,672 | $2,357,100,495 | 0.04% | |
| 2. | 6,308,727 | $1,817,291,854 | 0.03% | |
| 3. | 4,427,572 | $1,275,406,771 | 0.08% | |
| 4. | 2,956,744 | $851,719,677 | 0.03% | |
| 5. | 2,276,020 | $656,203,676 | 0.67% |