| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Palestra Capital Management Andrew Immerman And Jeremy Schiffman | 3,412,667 | $251,513,558 | +44% | 9.81% |
| 2. | Southpoint Capital Advisors John Smith Clark | 3,200,000 | $235,840,000 | +29% | 4.85% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,544,442 | $113,825,375 | -8% | 1.74% |
| 4. | MD Sass Martin D. Sass | 1,273,316 | $93,843,389 | +3% | 7.11% |
| 5. | Pzena Investment Management Richard S. Pzena | 887,639 | $65,418,994 | -1% | 0.21% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.19 | 10,000 | $691,900.00 | 20,000 | 2026-05-11 | Filing | |
| $67.08 | 10,000 | $670,800.00 | 10,000 | 2025-08-07 | Filing | |
| $85.87 | 1,000 | $85,870.00 | 1,000 | 2022-03-04 | Filing | |
| $66.22 | 760 | $50,327.20 | 760 | 2021-02-24 | Filing | |
| $63.65 | 1,000 | $63,654.00 | 1,000 | 2021-02-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.79 | 1,355 | $98,630.45 | 86,182 | 2026-03-19 | Filing | |
| $78.96 | 2,844 | $224,565.08 | 15,420 | 2026-03-10 | Filing | |
| $80.81 | 1,825 | $147,480.08 | 80,554 | 2026-03-04 | Filing | |
| $80.80 | 4,100 | $331,259.50 | 82,379 | 2026-03-04 | Filing | |
| $80.36 | 2,844 | $228,543.84 | 21,961 | 2026-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,652,032 | $1,153,554,758 | 21.58% | |
| 2. | 7,022,989 | $517,594,312 | 0.01% | |
| 3. | 6,573,023 | $484,431,795 | 0.78% | |
| 4. | 6,423,167 | $473,387,408 | 0.01% | |
| 5. | 5,722,149 | $421,722,409 | 0.02% |
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