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. | Pzena Investment Management Richard S. Pzena | 4,403,136 | $1,749,013,682 | -20% | 5.13% |
| 2. | Eagle Capital Management Boykin Curry | 3,846,762 | $1,528,010,749 | +30% | 4.67% |
| 3. | Sessa Capital John Petry | 3,727,740 | $1,480,732,883 | 24.76% | |
| 4. | Slate Path Capital David Greenspan | 1,079,930 | $428,969,795 | +135% | 5.94% |
| 5. | 914,800 | $363,376,856 | -13% | 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. | 10,940,380 | $4,345,737,744 | 2.28% | |
| 2. | 10,417,803 | $4,138,159,785 | 0.06% | |
| 3. | 7,843,620 | $3,115,642,737 | 0.07% | |
| 4. | 5,818,956 | $2,311,405,702 | 0.1% | |
| 5. | 5,457,072 | $2,172,441,313 | 0.06% |