Flex's (FLEX) CPI Business Positioned for an Exponential Leap
Third Point Management, a New York-based investment advisor, released its second-quarter 2026 investor letter. A copy is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 4,635,010 | $751,196,071 | -34% | 9.53% |
| 2. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,494,066 | $404,213,277 | -31% | 0.95% |
| 3. | Electron Capital Partners Jos Shaver | 1,727,715 | $280,010,770 | +117% | 11.18% |
| 4. | Holocene Advisors Brandon Haley | 1,443,212 | $233,901,369 | +532% | 0.53% |
| 5. | Citadel Investment Group Ken Griffin | 1,386,824 | $224,762,566 | +62% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.49 | 11,500 | $97,631.55 | 76,929 | 2018-12-04 | Filing | |
| $7.48 | 27,027 | $202,272.77 | 311,165 | 2018-10-30 | Filing | |
| $10.17 | 5,000,000 | $50,850,000.00 | 75,130,959 | 2014-10-03 | Filing | |
| $10.54 | 10,000 | $105,400.00 | 401,986 | 2014-07-30 | Filing | |
| $7.34 | 15,000 | $110,100.00 | 290,112 | 2013-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $123.25 | 8 | $985.98 | 243,175 | 2026-08-18 | Filing | |
| $122.60 | 196 | $24,029.74 | 243,183 | 2026-08-18 | Filing | |
| $121.76 | 272 | $33,119.02 | 243,379 | 2026-08-18 | Filing | |
| $120.74 | 1,272 | $153,584.46 | 243,651 | 2026-08-18 | Filing | |
| $119.79 | 1,007 | $120,633.16 | 244,923 | 2026-08-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 42,106,411 | $6,824,186,089 | 0.1% | |
| 2. | 24,009,974 | $3,891,296,486 | 0.08% | |
| 3. | 23,358,875 | $3,785,772,872 | 2.24% | |
| 4. | 19,538,636 | $3,166,626,781 | 0.14% | |
| 5. | 18,996,380 | $3,078,743,307 | 0.14% |