UL Solutions (ULS) Gained from Strong Growth and Margin Expansion
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 3,291,516 | $282,115,836 | +29% | 2.9% |
| 2. | Driehaus Capital Richard Driehaus | 810,615 | $69,477,812 | -1% | 0.51% |
| 3. | Alyeska Investment Group Anand Parekh | 731,781 | $62,720,950 | -17% | 0.18% |
| 4. | Electron Capital Partners Jos Shaver | 713,941 | $61,191,883 | -17% | 2.4% |
| 5. | AltraVue Capital Touk Sinantha | 702,316 | $60,195,504 | -16% | 5.18% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.82 | 30 | $2,334.60 | 31,080 | 2025-12-08 | Filing | |
| $63.59 | 37 | $2,352.83 | 31,050 | 2025-09-08 | Filing | |
| $70.43 | 33 | $2,324.19 | 31,013 | 2025-06-09 | Filing | |
| $52.32 | 45 | $2,354.40 | 30,980 | 2025-03-10 | Filing | |
| $77.82 | 8 | $622.55 | 20,602 | 2025-12-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 6,100 | $610,000.00 | 10,307 | 2026-05-11 | Filing | |
| $103.96 | 8,000 | $831,647.20 | 81,221 | 2026-05-07 | Filing | |
| $92.01 | 2,968 | $273,090.73 | 188,274 | 2026-05-01 | Filing | |
| $91.43 | 9,532 | $871,505.04 | 191,242 | 2026-05-01 | Filing | |
| $85.84 | 7,577 | $650,405.13 | 200,774 | 2026-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,074,266 | $520,603,321 | 0.12% | |
| 2. | 5,448,867 | $467,022,349 | 0.01% | |
| 3. | 5,398,596 | $462,713,735 | 1.36% | |
| 4. | 3,653,938 | $313,149,213 | 0.05% | |
| 5. | 3,456,747 | $296,277,785 | 0% |