Conestoga Capital Advisors Finds Rollins (ROL) Appealing Despite Concerns
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. | Markel Gayner Asset Management Tom Gayner | 1,516,525 | $63,299,755 | +2% | 0.48% |
| 2. | Lee Munder Capital Group Lee Munder | 130,478 | $5,446,152 | -21% | 0.29% |
| 3. | Walleye Capital Will England | 23,881 | $996,793 | +340% | 0% |
| 4. | Sciencast Management Qing Li | 23,181 | $967,575 | 0.2% | |
| 5. | Motley Fool Asset Management Bryan Hinmon | 15,157 | $632,653 | +6% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.00 | 5,560 | $200,160.00 | 7,927 | 2023-09-12 | Filing | |
| $37.93 | 13 | $493.09 | 38,234 | 2021-09-14 | Filing | |
| $39.05 | 41 | $1,601.05 | 38,221 | 2021-09-10 | Filing | |
| $38.96 | 12 | $467.52 | 38,180 | 2021-08-31 | Filing | |
| $37.85 | 13 | $492.05 | 38,168 | 2021-08-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $59.36 | 14,201 | $842,971.36 | 55,977 | 2026-02-25 | Filing | |
| $62.83 | 10,355 | $650,604.65 | 5,312,114 | 2026-01-28 | Filing | |
| $62.83 | 1,329 | $83,501.07 | 58,832 | 2026-01-28 | Filing | |
| $62.83 | 323 | $20,294.09 | 28,021 | 2026-01-28 | Filing | |
| $62.83 | 1,307 | $82,118.81 | 327,079 | 2026-01-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,555,642 | $148,412,497 | 0.88% | |
| 2. | 3,477,730 | $145,206,080 | 0.14% | |
| 3. | 1,635,236 | $68,254,750 | 0.25% | |
| 4. | 1,590,903 | $66,404,276 | 0.57% | |
| 5. | 1,581,044 | $65,992,777 | 0.01% |