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. | Citadel Investment Group Ken Griffin | 3,120,627 | $123,389,592 | +240% | 0.01% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,097,486 | $122,474,599 | +84% | 0.1% |
| 3. | Hawk Ridge Management David Brown | 2,940,050 | $116,249,577 | -7% | 3.73% |
| 4. | Alua Capital Management Tom Purcell And Marco Tablada | 2,597,673 | $102,711,990 | -26% | 100% |
| 5. | Junto Capital Management James Parsons | 2,065,982 | $81,688,928 | 1.43% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.20 | 1,506 | $49,999.20 | 4,121 | 2026-08-12 | Filing | |
| $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 |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.82 | 3,700 | $125,115.50 | 14,279 | 2026-08-21 | Filing | |
| $40.00 | 2,851 | $114,040.00 | 20,918 | 2026-06-25 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,692,233 | $501,850,903 | 0.01% | |
| 2. | 6,807,933 | $269,097,265 | 0.24% | |
| 3. | 6,074,830 | $240,198,778 | 1.57% | |
| 4. | 5,810,128 | $229,732,461 | 0.01% | |
| 5. | 5,783,788 | $228,690,977 | 0% |