| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impactive Capital Lauren Taylor Wolfe | 1,202,339 | $221,951,779 | +220% | 9.1% |
| 2. | Ariel Investments John W. Rogers | 1,067,327 | $197,028,565 | +19% | 2.1% |
| 3. | D1 Capital Partners Daniel Sundheim | 935,820 | $172,752,372 | 2.87% | |
| 4. | Eminence Capital Ricky Sandler | 627,472 | $115,831,331 | -38% | 1.77% |
| 5. | Southpoint Capital Advisors John Smith Clark | 600,000 | $110,760,000 | -11% | 2.59% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $165.01 | 6,075 | Officer, Director | 183,639 | 2025-02-20 | Filing | |
| $164.63 | 1,514 | Officer | 55,058 | 2025-02-20 | Filing | |
| $187.82 | 1,322 | Officer | 44,449 | 2023-11-20 | Filing | |
| $178.05 | 5,620 | Officer, Director | 202,643 | 2023-11-14 | Filing | |
| $198.79 | 1,000 | Director | 1,000 | 2023-08-24 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $162.50 | 4,400 | Officer | 20,013 | 2025-02-20 | Filing | |
| $216.50 | 1,000 | Director | 0 | 2024-11-07 | Filing | |
| $216.50 | 3,250 | Director | 12,386 | 2024-11-07 | Filing | |
| $215.75 | 3,371 | Director | 15,636 | 2024-11-07 | Filing | |
| $199.36 | 1,780 | Officer | 22,521 | 2024-08-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,158,926 | $1,136,937,739 | 0.01% | |
| 2. | 4,232,170 | $781,258,608 | 0.01% | |
| 3. | 4,076,426 | $752,508,239 | 0.13% | |
| 4. | 2,181,430 | $402,662,840 | 0.01% | |
| 5. | 1,805,541 | $333,302,869 | 0.77% |
