NPK International (NPKI) Positioned to Win as Utility Infrastructure Expands
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,134,552 | $18,050,722 | -27% | 0.01% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 721,002 | $11,471,142 | +164% | 0.02% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 335,734 | $5,341,529 | +521% | 0% |
| 4. | Renaissance Technologies Jim Simons | 225,367 | $3,585,589 | -38% | 0% |
| 5. | Fisher Asset Management Ken Fisher | 213,122 | $3,390,771 | -9% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.92 | 4,000 | $31,680.00 | 118,135 | 2025-05-19 | Filing | |
| $8.00 | 12,500 | $99,997.50 | 12,500 | 2025-05-08 | Filing | |
| $5.38 | 10,000 | $53,800.00 | 230,287 | 2025-03-05 | Filing | |
| $5.57 | 1,300 | $7,241.00 | 82,930 | 2023-08-21 | Filing | |
| $5.27 | 8,000 | $42,180.00 | 81,630 | 2023-08-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.75 | 8,325 | $122,789.59 | 247,165 | 2026-06-08 | Filing | |
| $14.43 | 167,375 | $2,415,907.49 | 254,699 | 2026-06-03 | Filing | |
| $14.58 | 10,446 | $152,277.61 | 255,490 | 2026-06-02 | Filing | |
| $15.30 | 2,013 | $30,802.32 | 129,320 | 2026-05-15 | Filing | |
| $15.05 | 15,000 | $225,675.00 | 819,326 | 2026-04-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,940,503 | $126,333,410 | 0% | |
| 2. | 3,641,547 | $57,936,958 | 0.01% | |
| 3. | 3,604,823 | $57,352,734 | 0% | |
| 4. | 3,128,652 | $49,776,853 | 0.02% | |
| 5. | 2,811,593 | $44,732,445 | 0.29% |