F5’s (FFIV) Commitment to Customer Excellence in Technology
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 2,118,749 | $881,314,834 | -20% | 7.28% |
| 2. | AQR Capital Management Cliff Asness | 925,632 | $385,025,872 | +36% | 0.13% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 921,848 | $383,451,894 | -3% | 4.86% |
| 4. | Millennium Management Israel Englander | 370,682 | $154,188,885 | +240% | 0.06% |
| 5. | Quantinno Capital Hoon Kim | 316,709 | $131,738,666 | +31% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $136.52 | 8,060 | $1,100,333.47 | 10,581 | 2020-07-30 | Filing | |
| $122.30 | 100 | $12,229.50 | 658 | 2010-11-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $414.63 | 1,208 | $500,873.04 | 8,060 | 2026-08-05 | Filing | |
| $416.83 | 40 | $16,673.20 | 146,989 | 2026-08-05 | Filing | |
| $415.97 | 200 | $83,193.20 | 147,029 | 2026-08-05 | Filing | |
| $415.03 | 284 | $117,869.88 | 147,229 | 2026-08-05 | Filing | |
| $414.10 | 320 | $132,511.81 | 147,513 | 2026-08-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,278,577 | $2,611,637,129 | 0.04% | |
| 2. | 3,687,295 | $1,533,767,228 | 0.03% | |
| 3. | 3,098,509 | $1,288,855,804 | 0.04% | |
| 4. | 2,808,030 | $1,168,028,159 | 0.05% | |
| 5. | 2,061,574 | $857,532,321 | 2.5% |