Everest Group, Ltd. (EG) Converts Cyclical Headwinds Into Double-Digit Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 428,873 | $153,206,302 | -7% | 2.71% |
| 2. | Lee Munder Capital Group Lee Munder | 36,815 | $13,151,422 | -1% | 0.7% |
| 3. | Levin Capital Strategies John A. Levin | 9,075 | $3,241,768 | 0.22% | |
| 4. | Winton Capital Management David Harding | 3,519 | $1,257,092 | -37% | 0.04% |
| 5. | ISAM Funds Roy Sher | 1,720 | $614,436 | 0.43% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $306.08 | 3,100 | $948,848.00 | 4,153 | 2025-10-29 | Filing | |
| $307.38 | 11,385 | $3,499,521.30 | 45,491 | 2025-10-29 | Filing | |
| $337.97 | 1,000 | $337,970.00 | 25,618 | 2025-06-11 | Filing | |
| $348.64 | 2,870 | $1,000,594.79 | 32,822 | 2024-11-04 | Filing | |
| $357.21 | 500 | $178,605.00 | 16,920 | 2024-02-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $351.84 | 775 | $272,676.00 | 8,170 | 2026-05-07 | Filing | |
| $360.63 | 1,500 | $540,945.00 | 12,279 | 2025-03-18 | Filing | |
| $350.42 | 830 | $290,848.60 | 12,213 | 2025-03-14 | Filing | |
| $370.00 | 200 | $74,000.00 | 15,009 | 2024-11-14 | Filing | |
| $348.48 | 269 | $93,741.07 | 12,726 | 2024-11-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,220,769 | $1,150,555,192 | 0.02% | |
| 2. | 1,929,157 | $689,152,755 | 0.07% | |
| 3. | 964,755 | $660,413,960 | 0.21% | |
| 4. | 1,844,732 | $658,993,612 | 0.02% | |
| 5. | 1,155,825 | $411,378,662 | 0.02% |