| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Steel Canyon Capital Brett Huckelbridge | 109,247 | $8,067 | -18% | 10.2% |
| 2. | 12th Street Asset Management Michael O'keefe | 349,370 | $25,797 | +1% | 9.76% |
| 3. | Brave Warrior Capital Glenn Greenberg | 1,718,989 | $126,930 | -1% | 7.3% |
| 4. | LFL Advisers Peter Lewis | 120,344 | $8,886 | 5.56% | |
| 5. | Giverny Capital Francois Rochon | 564,538 | $41,685 | +26% | 5.3% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.34 | 292 | Director | 12,304 | 2019-02-11 | Filing | |
| $30.28 | 50,000 | Officer | 106,003 | 2016-02-01 | Filing | |
| $26.46 | 18 | Officer | 40,127 | 2015-02-10 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.26 | 4,000 | Officer | 8,063 | 2020-05-21 | Filing | |
| $74.52 | 15,000 | Officer | 347,326 | 2020-05-21 | Filing | |
| $78.73 | 34,468 | Officer, Director | 352,462 | 2020-04-16 | Filing | |
| $79.12 | 15,000 | Officer | 362,326 | 2020-04-16 | Filing | |
| $71.56 | 16,188 | Officer | 27,679 | 2020-03-19 | Filing |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 861,371 | $63,604 | 15.62% | |
| 2. | 2,029,481 | $149,857 | 14.57% | |
| 3. | 383,489 | $28,317 | 13.42% | |
| 4. | 882,449 | $65,160 | 11.57% | |
| 5. | 1,364,142 | $100,728 | 8.58% |
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