Humana’s (HUM) Path to Recovery and Growth
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 618,185 | $245,555,446 | +121% | 1.97% |
| 2. | High Ground Investment Management Edgar Allen | 447,968 | $177,941,848 | -13% | 15.63% |
| 3. | Walleye Capital Will England | 6,209 | $2,466,339 | +167% | 0.01% |
| 4. | 4,900 | $1,946,378 | -21% | 0.01% | |
| 5. | Bailard Inc Thomas Bailard | 4,471 | $1,775,971 | -1% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.21 | 810 | $150,016.05 | 11,657 | 2026-02-23 | Filing | |
| $229.25 | 6,530 | $1,496,983.56 | 30,474 | 2025-05-14 | Filing | |
| $367.09 | 545 | $200,066.07 | 2,578 | 2024-02-20 | Filing | |
| $403.37 | 375 | $151,263.19 | 375 | 2021-03-08 | Filing | |
| $289.40 | 1,500 | $434,100.00 | 3,162 | 2020-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $256.26 | 3,703 | $948,925.23 | 8,181 | 2024-12-31 | Filing | |
| $526.75 | 1,500 | $790,118.85 | 3,931 | 2023-05-04 | Filing | |
| $526.02 | 2,656 | $1,397,107.53 | 5,431 | 2023-05-04 | Filing | |
| $505.85 | 17,575 | $8,890,232.91 | 70,040 | 2023-02-27 | Filing | |
| $507.97 | 2,048 | $1,040,328.29 | 4,256 | 2023-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,578,245 | $1,664,784,292 | 0.53% | |
| 2. | 599,527 | $238,144,113 | 0.04% | |
| 3. | Imc-chicago, LlcCALL | 522,900 | $207,706,338 | 0.05% |
| 4. | 403,100 | $160,119,382 | 0.04% | |
| 5. | 371,638 | $147,141,357 | 0.13% |