What Makes Ryan Specialty Holdings (RYAN) a Good Investment Opportunity?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 1,934,957 | $109,054,177 | +37% | 0.28% |
| 2. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,687,500 | $95,107,500 | +12% | 0.46% |
| 3. | Citadel Investment Group Ken Griffin | 933,119 | $52,590,587 | +22418% | 0.01% |
| 4. | Kensico Capital Michael Lowenstein | 611,000 | $34,435,960 | 0.53% | |
| 5. | Guardian Point Capital Tim David | 500,000 | $28,180,000 | +12% | 10.84% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $51.84 | 276,634 | $14,340,263.95 | 13,699,959 | 2025-09-12 | Filing | |
| $55.54 | 100 | $5,554.00 | 256,194 | 2025-09-02 | Filing | |
| $70.37 | 300 | $21,111.00 | 1,992 | 2025-05-12 | Filing | |
| $0.00 | 7,637 | $0.00 | 7,637 | 2025-04-01 | Filing | |
| $69.50 | 75 | $5,212.50 | 253,733 | 2025-03-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.61 | 129,570 | $6,946,247.70 | 12,553 | 2025-12-12 | Filing | |
| $54.50 | 4,145,621 | $225,936,344.50 | 0 | 2025-12-05 | Filing | |
| $65.84 | 14,377 | $946,603.25 | 1,117 | 2025-06-13 | Filing | |
| $70.80 | 5,000 | $353,975.00 | 71,467 | 2025-06-03 | Filing | |
| $70.09 | 50,000 | $3,504,705.00 | 2,159 | 2025-05-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 477,671 | $24,662,154 | 3.96% | |
| 2. | 459,018 | $23,699,100 | 7.88% | |
| 3. | 136,005 | $7,021,938 | 0.02% | |
| 4. | 78,957 | $4,076,550 | 0.5% | |
| 5. | 45,730 | $2,361,040 | 0.2% |