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| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Greenhaven Associates | 4.86% | 3,384,681 | NEW |
| Torray Funds | 2.81% | 167,690 | NEW |
| Pzena Investment Management | 1.88% | 5,142,176 | ADDED (+113.8%) |
| Ruane Cunniff LP | 1.75% | 901,848 | TRIMMED (-2.8%) |
| Weitz Investment Management | 1.03% | 119,700 | TRIMMED (-29.9%) |
| Oakmark Funds | 0.45% | 2,757,314 | TRIMMED (-4.7%) |
| Hillman Capital Management | 0.28% | 3,055 | NEW |
| Jensen Investment Management | 0.16% | 52,235 | TRIMMED (-10.4%) |
| Polen Capital Management | 0.16% | 152,800 | TRIMMED (-88.7%) |
| Markel Group | 0.15% | 159,400 | HELD |
| Matrix Asset Advisors | 0.12% | 12,287 | TRIMMED (-62.8%) |
| First Eagle Investment Management | 0.02% | 118,592 | ADDED (+31.4%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
Exited this quarter: Mairs & Power Funds.
| Institutions holding | 1,900 of 8,857 filers |
| Long-only filers among them | 1,891 |
| Change vs 2026 Q1 | -239 net · 1,432 entered · 1,671 exited |
| Shares reported, all filers | 482,835,786 |
| Reported value, all filers | $61.2B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
0 members of Congress reported buying (0 purchases vs 1 sales).
Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.
This stock does not currently pass any tracked screen.
· Super-investor 13F BEST — appeared in 10 of the last 20 quarterly lists; latest 2026 Q2, ranked #29 of 50.
· Politician BEST — appeared in 15 of the last 20 quarterly lists; latest 2025 Q2, ranked #43 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 12 | 41.7% | -2.5% | +3.0% | -5.6% |
| Share count tripled (3x) | 2 | 0.0% | -10.8% | +6.7% | -17.5% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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