| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Patient Capital Management Samantha Mclemore | 758,797 | $64,892,321 | +29% | 2.5% |
| 2. | Contrarius Investment Management Stephen Mildenhall | 475,011 | $40,622,941 | +325% | 1.97% |
| 3. | Tyro Capital Management Dan Mcmurtrie | 363,523 | $31,088,486 | +26% | 5.75% |
| 4. | Bridgewater Associates Ray Dalio | 211,228 | $18,064,219 | -37% | 0.07% |
| 5. | 87,500 | $7,483,000 | -21% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.50 | 3,000 | $223,500.00 | 18,417 | 2025-11-11 | Filing | |
| $76.56 | 2,000 | $153,120.00 | 50,078 | 2025-08-12 | Filing | |
| $76.73 | 2,925 | $224,446.95 | 15,417 | 2025-08-08 | Filing | |
| $76.30 | 336 | $25,637.47 | 12,492 | 2025-08-08 | Filing | |
| $99.70 | 1,000 | $99,702.20 | 22,652 | 2024-11-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $109.47 | 9,139 | $1,000,446.33 | 109,458 | 2025-05-09 | Filing | |
| $115.90 | 3,044 | $352,784.38 | 27,505 | 2025-05-12 | Filing | |
| $109.75 | 4,659 | $511,325.25 | 29,299 | 2025-02-21 | Filing | |
| $107.14 | 5,966 | $639,197.24 | 89,323 | 2025-02-18 | Filing | |
| $106.39 | 9,034 | $961,127.26 | 95,289 | 2025-02-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,749,505 | $406,177,668 | 0.01% | |
| 2. | 4,655,088 | $398,103,160 | 0.01% | |
| 3. | 2,852,280 | $243,926,986 | 84.43% | |
| 4. | 1,623,188 | $138,815,038 | 0% | |
| 5. | 1,447,096 | $123,760,263 | 0.03% |