Here’s Why Pool Corporation (POOL) Traded Lower in Q4
The London Company, an investment management company, released its fourth-quarter 2025 investor letter for its “The London Company Mid Cap Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Berkshire Hathaway Warren Buffett | 3,068,885 | $702,007,444 | -12% | 0.26% |
| 2. | Citadel Investment Group Ken Griffin | 683,279 | $156,300,072 | +25% | 0.02% |
| 3. | Point72 Asset Management Steve Cohen | 386,441 | $88,398,379 | 0.1% | |
| 4. | Millennium Management Israel Englander | 352,226 | $80,571,698 | +304% | 0.03% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 339,716 | $77,710,035 | +255% | 0.12% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $214.89 | 1,000 | $214,890.00 | 82,845 | 2026-02-23 | Filing | |
| $219.50 | 4,560 | $1,000,920.00 | 81,845 | 2026-02-23 | Filing | |
| $387.09 | 500 | $193,542.50 | 61,825 | 2022-05-18 | Filing | |
| $391.86 | 300 | $117,556.80 | 808 | 2022-05-06 | Filing | |
| $480.91 | 200 | $96,182.00 | 200 | 2021-08-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $220.00 | 2,750 | $605,000.00 | 18,039 | 2026-02-24 | Filing | |
| $246.84 | 1,402 | $346,069.68 | 86,412 | 2025-12-02 | Filing | |
| $245.98 | 1,144 | $281,401.12 | 87,814 | 2025-12-02 | Filing | |
| $244.65 | 2,454 | $600,371.10 | 88,958 | 2025-12-02 | Filing | |
| $315.00 | 1,223 | $385,245.00 | 9,667 | 2025-03-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,913,575 | $895,230,282 | 0.01% | |
| 2. | 2,554,024 | $584,232,992 | 0.1% | |
| 3. | 2,307,714 | $527,889,588 | 0.01% | |
| 4. | 1,760,287 | $402,665,782 | 1.08% | |
| 5. | 1,371,772 | $313,793,742 | 0.02% |