Broyhill Asset Management’s Leading Contributor: Valvoline (VVV)
Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eminence Capital Ricky Sandler | 4,425,261 | $149,042,790 | +6% | 3.42% |
| 2. | Alua Capital Management Tom Purcell And Marco Tablada | 3,465,732 | $116,725,854 | -16% | 10.29% |
| 3. | Hawk Ridge Management David Brown | 3,147,810 | $106,018,241 | +15% | 3.85% |
| 4. | Tensile Capital Douglas Dossey And Arthur Young | 2,098,843 | $70,689,032 | 10.12% | |
| 5. | Royce & Associates Chuck Royce | 1,804,794 | $60,785,462 | +5% | 0.6% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.53 | 1,000 | $32,530.00 | 1,000 | 2026-05-15 | Filing | |
| $31.80 | 10,000 | $318,000.00 | 32,725 | 2026-05-14 | Filing | |
| $32.37 | 3,100 | $100,347.00 | 16,112 | 2026-05-14 | Filing | |
| $30.82 | 4,500 | $138,690.00 | 69,267 | 2025-11-24 | Filing | |
| $39.42 | 9,716 | $383,004.72 | 12,725 | 2025-08-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.54 | 2,679 | $100,569.66 | 23,769 | 2026-03-03 | Filing | |
| $38.00 | 983 | $37,354.00 | 26,448 | 2026-03-02 | Filing | |
| $38.55 | 4,312 | $166,227.60 | 17,979 | 2026-02-20 | Filing | |
| $31.88 | 3,200 | $102,016.00 | 17,251 | 2025-11-26 | Filing | |
| $37.41 | 6,000 | $224,430.00 | 15,305 | 2025-02-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,321,832 | $414,999,309 | 0.01% | |
| 2. | 7,996,009 | $269,305,583 | 1.79% | |
| 3. | 6,582,432 | $221,640,388 | 0.23% | |
| 4. | 5,751,366 | $193,706,007 | 0.01% | |
| 5. | 5,730,265 | $192,995,325 | 0% |