Unique Payer Network Strengthens InfuSystem (INFU)
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Minerva Advisors Minerva Advisors | 1,348,617 | $13,014,154 | +13% | 8.22% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 620,000 | $5,983,000 | -15% | 0% |
| 3. | Renaissance Technologies Jim Simons | 543,009 | $5,240,037 | -5% | 0.01% |
| 4. | Diamond Hill Capital Ric Dillon | 489,017 | $4,719,014 | 0.04% | |
| 5. | Meros Investment Management Timothy Chatard | 468,934 | $4,525,213 | -1% | 1.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.88 | 5,000 | $44,400.00 | 70,000 | 2026-05-08 | Filing | |
| $8.46 | 1,000 | $8,460.00 | 238,123 | 2026-05-11 | Filing | |
| $8.83 | 2,000 | $17,660.00 | 237,123 | 2026-05-08 | Filing | |
| $8.71 | 7,000 | $60,949.00 | 96,590 | 2026-05-08 | Filing | |
| $9.16 | 2,064 | $18,906.24 | 88,000 | 2026-03-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.67 | 5,752 | $55,621.84 | 94,000 | 2025-08-22 | Filing | |
| $8.87 | 5,398 | $47,884.58 | 416,659 | 2024-11-27 | Filing | |
| $8.91 | 14,602 | $130,165.15 | 422,057 | 2024-11-26 | Filing | |
| $9.32 | 20,000 | $186,416.00 | 436,659 | 2024-11-25 | Filing | |
| $10.09 | 12,500 | $126,072.50 | 45,000 | 2023-09-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,585,415 | $15,299,256 | 0% | |
| 2. | 834,750 | $8,055,337 | 0.4% | |
| 3. | 790,775 | $7,630,979 | 0% | |
| 4. | 700,000 | $6,755,000 | 0.3% | |
| 5. | 675,028 | $6,514,020 | 0% |