| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hill Path Capital Scott Ross | 6,509,913 | $243,535,845 | 15.14% | |
| 2. | North Peak Capital Michael Kahan And Jeremy Kahan | 6,116,631 | $228,823,166 | +7% | 22.97% |
| 3. | CAS Investment Partners Clifford A. Sosin | 5,716,641 | $213,859,540 | -12% | 13.89% |
| 4. | Parsifal Capital Management David Zorub | 2,576,424 | $96,384,022 | -26% | 8.34% |
| 5. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 1,986,737 | $74,323,831 | +15% | 2.95% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $41.90 | 611 | $25,602.12 | 87,921 | 2024-11-22 | Filing | |
| $41.55 | 49,389 | $2,051,866.01 | 88,532 | 2024-11-21 | Filing | |
| $42.31 | 20,000 | $846,200.00 | 31,855 | 2024-11-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,295,825 | $983,726,813 | 18.76% | |
| 2. | 7,937,420 | $296,938,882 | 0.01% | |
| 3. | 6,743,626 | $252,279,049 | 0% | |
| 4. | 5,655,443 | $211,570,121 | 0.01% | |
| 5. | 4,019,658 | $150,375,406 | 0.04% |
