SiteOne Landscape Supply (SITE) Positioned to Capture Market Share Despite Near Term Slowdown
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. | 59 North Capital Michael Bilger | 2,057,212 | $235,365,625 | +97% | 5.24% |
| 2. | BAMCO Inc. Ron Baron | 2,028,799 | $232,114,894 | -2% | 0.35% |
| 3. | AQR Capital Management Cliff Asness | 1,234,583 | $140,470,861 | -46% | 0.05% |
| 4. | Citadel Investment Group Ken Griffin | 983,646 | $112,538,939 | +66% | 0.01% |
| 5. | Impax Asset Management Ian Simm | 836,410 | $95,693,668 | +2% | 0.62% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $96.13 | 5,000 | $480,650.00 | 13,000 | 2026-08-26 | Filing | |
| $102.13 | 4,000 | $408,520.00 | 8,000 | 2026-08-04 | Filing | |
| $101.94 | 4,000 | $407,760.00 | 4,000 | 2026-08-04 | Filing | |
| $123.60 | 2,000 | $247,200.00 | 2,000 | 2026-05-06 | Filing | |
| $69.31 | 718 | $49,764.58 | 2,596 | 2018-02-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.52 | 562 | $63,236.24 | 11,267 | 2026-05-28 | Filing | |
| $115.13 | 563 | $64,818.19 | 11,829 | 2026-05-27 | Filing | |
| $158.01 | 1,765 | $278,887.65 | 2,911 | 2026-02-13 | Filing | |
| $134.83 | 1,915 | $258,199.45 | 13,569 | 2025-11-26 | Filing | |
| $145.07 | 865 | $125,485.55 | 11,267 | 2025-08-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,048,143 | $234,328,041 | 0.73% | |
| 2. | 2,004,438 | $229,327,752 | 0% | |
| 3. | 1,934,754 | $221,355,207 | 0% | |
| 4. | 1,727,897 | $197,688,696 | 0.01% | |
| 5. | 1,269,677 | $145,263,746 | 0.95% |