Vail Resorts (MTN) Fell Due to a Lack of Growth in Season Pass Sales
Baron Funds, an investment management company, released its “Baron Focused Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Oasis Management Seth Fischer | 1,017,734 | $152,222,474 | +9% | 14.67% |
| 2. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 1,012,933 | $151,504,389 | +2% | 2.09% |
| 3. | Harris Associates Natixis Global Asset Management | 900,324 | $134,661,461 | -8% | 0.22% |
| 4. | 692,000 | $103,502,440 | 9.98% | ||
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 554,307 | $82,907,698 | +42% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $155.00 | 210 | $32,550.00 | 4,905 | 2025-10-07 | Filing | |
| $157.00 | 200 | $31,400.00 | 3,156 | 2025-06-20 | Filing | |
| $160.00 | 185 | $29,600.00 | 2,956 | 2025-03-13 | Filing | |
| $173.10 | 165 | $28,560.68 | 2,187 | 2024-10-03 | Filing | |
| $176.20 | 575 | $101,315.00 | 1,171 | 2024-06-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $192.61 | 78 | $15,023.58 | 7,573 | 2024-12-16 | Filing | |
| $191.95 | 922 | $176,981.59 | 7,651 | 2024-12-16 | Filing | |
| $176.73 | 2,596 | $458,791.08 | 245,961 | 2024-10-02 | Filing | |
| $175.69 | 6,700 | $1,177,123.00 | 248,557 | 2024-10-02 | Filing | |
| $173.07 | 1,670 | $289,026.90 | 45,111 | 2024-10-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,002,662 | $748,248,155 | 0.12% | |
| 2. | 3,620,340 | $541,494,254 | 0.01% | |
| 3. | 3,525,398 | $527,293,847 | 0.01% | |
| 4. | 3,013,463 | $450,723,661 | 0.06% | |
| 5. | 1,457,307 | $217,969,408 | 0.03% |