Latest close
$114.95
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Leon Cooperman | 4.46% | 1,337,000 | HELD |
| Tiger Global Management | 1.34% | 2,723,110 | TRIMMED (-17.3%) |
| Markel Group | 0.91% | 1,012,500 | HELD |
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: Brave Warrior Advisors.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 1 sales by 1 insiders ($422.5K).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Apr 14, 2026.
Source: U.S. House Clerk 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. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Lynch PEG — Cheap against its growth rate
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Key figures
· Lynch PEG — P/E: 20.75 · 5-yr EPS growth: 66.0% · PEG: 0.31
· Neff Total Return Ratio — EPS growth: 66.0% · Dividend yield: 1.7% · P/E: 20.75 · Neff ratio: 3.26
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.35 · Operating cash flow: $7.2B · Net income: $3.5B
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Apr 14, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2025 Q2, ranked #47 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 6 | 50.0% | +10.3% | +3.7% | +6.6% |
| Share count tripled (3x) | 3 | 66.7% | +12.1% | +6.3% | +5.8% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
Open this in the GetCoattail app →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.