TripAdvisor (TRIP): Influence of Sector Dynamics on Individual Stocks
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 10,774,996 | $114,861,457 | +12% | 2.51% |
| 2. | 4,697,200 | $50,072,152 | +478% | 0.01% | |
| 3. | Southeastern Asset Management Mason Hawkins | 4,598,068 | $49,015,404 | +63% | 2.41% |
| 4. | PAR Capital Management Paul Reeder And Edward Shapiro | 4,072,054 | $43,408,096 | +87% | 1.26% |
| 5. | HBK Investments David Costen Haley | 2,526,616 | $26,933,727 | +506% | 0.27% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.91 | 3,600 | $82,466.64 | 92,448 | 2022-03-04 | Filing | |
| $22.34 | 46,400 | $1,036,617.76 | 88,848 | 2022-03-04 | Filing | |
| $0.00 | 1,713,859 | $0.00 | 1,713,859 | 2021-03-29 | Filing | |
| $0.00 | 1,713,859 | $0.00 | 1,713,859 | 2021-03-29 | Filing | |
| $21.73 | 44,444 | $965,768.12 | 645,435 | 2020-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.30 | 8,000 | $98,400.00 | 34,396 | 2026-06-02 | Filing | |
| $9.67 | 8,000 | $77,360.00 | 37,608 | 2026-03-02 | Filing | |
| $14.98 | 18,000 | $269,640.00 | 84,161 | 2025-12-10 | Filing | |
| $14.71 | 2,094 | $30,804.83 | 20,904 | 2025-11-17 | Filing | |
| $20.04 | 10,880 | $218,004.74 | 136,914 | 2025-09-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 376,853 | $5,166,654 | 0.08% | |
| 2. | 626 | $8,582 | 0% | |
| 3. | 19 | $260 | 0% | |
| 4. | 17 | $233 | 0% |