CORPAY INC (CPAY)

Super-investor holdings · 2026 Q2

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: First Pacific Advisors.

All institutions · Form 13F

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).

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 36 sales by 4 insiders ($113.4M).

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 10 sales).

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.

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Growth — Revenue up every year for 5 straight years

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Earnings Stability — Small earnings swings and almost no loss years

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Red Flags

· Financial Restatement (8-K 4.02) — Last 3 years: a non-reliance / restatement filing (8-K Item 4.02)

Key figures

· Buffett — Latest ROE: 27.6% · Years ROE ≥15% (of 10): 9 · 10-yr avg ROE: 26.1% · Latest net income: $1.1B

· Growth — Latest revenue: $4.5B · 5-yr revenue CAGR: 13.7% · Straight growth years: 5

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.83 · Operating cash flow: $1.5B · Net income: $1.1B

· Earnings Stability — Earnings variation (CV): 0.20 · Loss years (of 10): 0 · Latest net income: $1.1B

· Financial Restatement (8-K 4.02) — Latest event: Feb 29, 2024 · Events in 3 yrs: 1

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.