Earnings Standouts: 52 Stocks Outperforming Wall Street Estimates
Research by the Bank for International Settlements said that equity markets tend to already price in earnings expectations well before official results are announced.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Patient Capital Management Samantha Mclemore | 6,080,678 | $116,262,573 | -1% | 3.81% |
| 2. | Heronetta Management Henry Breck | 799,229 | $15,281,258 | 14.03% | |
| 3. | Quantinno Capital Hoon Kim | 699,609 | $13,376,538 | +42% | 0.02% |
| 4. | Horizon Asset Management Murray Stahl | 404,287 | $7,729,959 | +2% | 0.09% |
| 5. | 382,000 | $7,303,840 | -71% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.23 | 12,359 | $250,000.43 | 208,046 | 2026-08-07 | Filing | |
| $16.81 | 1,000,000 | $16,810,000.00 | 105,577,803 | 2025-11-20 | Filing | |
| $16.95 | 1,000,000 | $16,950,000.00 | 104,577,803 | 2025-11-19 | Filing | |
| $17.36 | 1,350,000 | $23,436,000.00 | 69,178,477 | 2025-08-20 | Filing | |
| $17.30 | 650,000 | $11,245,000.00 | 67,828,477 | 2025-08-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.48 | 1,369 | $25,299.12 | 24,523 | 2025-06-13 | Filing | |
| $6.23 | 128,000 | $797,580.80 | 961,197 | 2020-03-13 | Filing | |
| $13.97 | 75,000 | $1,047,750.00 | 907,964 | 2019-06-17 | Filing | |
| $18.89 | 485,000 | $9,161,650.00 | 2,347,200 | 2015-12-04 | Filing | |
| $48.00 | 400,000 | $19,200,000.00 | 1,748,018 | 2015-01-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 86,904,208 | $1,661,608,457 | 7.79% | |
| 2. | 85,614,431 | $1,636,947,949 | 0.09% | |
| 3. | 81,080,493 | $1,545,394,228 | 0.09% | |
| 4. | 30,548,239 | $584,082,330 | 0.07% | |
| 5. | 25,654,536 | $490,514,728 | 7.71% |