| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 1,562,969 | $115,112,667 | +2% | 1.09% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 791,399 | $58,286,536 | -15% | 0.07% |
| 3. | Langdon Equity Partners Greg Dean | 520,000 | $41,892,158 | 21.57% | |
| 4. | Akre Capital Management Charles Akre | 371,096 | $27,331,220 | +2% | 0.3% |
| 5. | Whitebark Investors Thomas Mcconnon | 269,322 | $19,835,565 | -21% | 11.95% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.34 | 5,000 | $361,700.00 | 35,000 | 2025-11-28 | Filing | |
| $71.81 | 2,100 | $150,801.00 | 3,100 | 2025-11-26 | Filing | |
| $74.44 | 866 | $64,465.04 | 4,364 | 2025-10-27 | Filing | |
| $74.45 | 7 | $521.15 | 3,498 | 2025-10-27 | Filing | |
| $86.08 | 1,149 | $98,905.92 | 3,491 | 2025-07-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.56 | 1,700 | $126,752.00 | 269,322 | 2025-12-01 | Filing | |
| $73.60 | 67,986 | $5,003,769.60 | 271,022 | 2025-12-01 | Filing | |
| $86.30 | 3,000 | $258,900.00 | 0 | 2025-08-19 | Filing | |
| $87.01 | 600 | $52,206.00 | 0 | 2025-08-15 | Filing | |
| $89.29 | 700 | $62,503.00 | 0 | 2025-08-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,605,871 | $265,572,408 | 0% | |
| 2. | 2,564,899 | $188,904,811 | 0% | |
| 3. | 2,010,884 | $148,101,627 | 0.4% | |
| 4. | 1,733,140 | $127,645,761 | 0.76% | |
| 5. | 1,688,000 | $124,321,200 | 0.02% |
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