Slow Backlog Conversion Dampens Profit Outlook for Mirion Technologies (MIR)
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alyeska Investment Group Anand Parekh | 9,534,955 | $170,961,743 | +253% | 0.44% |
| 2. | Omega Advisors Leon Cooperman | 8,383,441 | $150,315,097 | 4.24% | |
| 3. | Maverick Capital Lee Ainslie | 5,245,039 | $94,043,549 | +98% | 0.83% |
| 4. | BAMCO Inc. Ron Baron | 3,906,083 | $70,036,068 | +222% | 0.11% |
| 5. | Chescapmanager LLC Traci Lerner | 1,659,137 | $29,748,326 | 2.53% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.60 | 20,000 | $312,000.00 | 933,290 | 2026-09-02 | Filing | |
| $0.00 | 100,000 | $0.00 | 100,000 | 2020-07-02 | Filing | |
| $0.00 | 35,000 | $0.00 | 35,000 | 2020-07-02 | Filing | |
| $0.00 | 300,000 | $0.00 | 300,000 | 2020-07-02 | Filing | |
| $0.00 | 200,000 | $0.00 | 200,000 | 2020-07-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.64 | 8,400 | $164,976.00 | 22,157 | 2026-05-07 | Filing | |
| $24.73 | 350,000 | $8,654,800.00 | 3,509,075 | 2025-12-10 | Filing | |
| $23.83 | 300,000 | $7,148,400.00 | 3,900,000 | 2025-11-21 | Filing | |
| $27.24 | 45,000 | $1,225,683.00 | 97,770 | 2025-11-11 | Filing | |
| $27.41 | 12,500 | $342,642.50 | 84,640 | 2025-11-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,505 | $35,371 | 0% |