| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hill Path Capital Scott Ross | 6,509,913 | $272,179,463 | 13.34% | |
| 2. | CAS Investment Partners Clifford A. Sosin | 5,643,776 | $235,966,275 | -1% | 10.52% |
| 3. | North Peak Capital Michael Kahan And Jeremy Kahan | 5,544,712 | $231,824,409 | -19% | 20.31% |
| 4. | Parsifal Capital Management David Zorub | 2,197,280 | $91,868,277 | -12% | 8.55% |
| 5. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 1,667,753 | $69,728,753 | -17% | 2.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.07 | 5,425 | $249,945.48 | 36,022 | 2024-03-04 | Filing | |
| $48.49 | 5,150 | $249,723.50 | 62,527 | 2022-03-07 | Filing | |
| $27.50 | 10,000 | $274,950.00 | 72,348 | 2019-05-13 | Filing | |
| $28.54 | 7,000 | $199,753.40 | 43,135 | 2018-12-10 | Filing | |
| $31.91 | 16,000 | $510,544.00 | 328,481 | 2018-08-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.99 | 2,867 | $114,651.33 | 11,330 | 2025-11-07 | Filing | |
| $41.81 | 30,426 | $1,272,171.91 | 60,270 | 2025-11-03 | Filing | |
| $47.34 | 46,364 | $2,194,871.76 | 801,681 | 2025-08-27 | Filing | |
| $38.78 | 51,000 | $1,977,780.00 | 60,270 | 2025-05-09 | Filing | |
| $42.10 | 4,000,000 | $168,400,000.00 | 26,295,825 | 2024-11-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,245,825 | $762,857,943 | 8.36% | |
| 2. | 7,052,893 | $294,881,456 | 0.01% | |
| 3. | 6,789,028 | $283,849,261 | 0% | |
| 4. | 4,359,978 | $182,290,697 | 0.01% | |
| 5. | 3,770,950 | $157,674,733 | 0.03% |
Hedge Fund Resource Center 
