| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Jensen Investment Management | 0.10% | 39,260 | TRIMMED (-22.5%) |
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.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 6 sales by 4 insiders ($26.4M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· O'Neil CAN SLIM — Explosive earnings growth leaders
· 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
Key figures
· Buffett — Latest ROE: 23.2% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 23.3% · Latest net income: $566.2M
· Growth — Latest revenue: $5.9B · 5-yr revenue CAGR: 10.7% · Straight growth years: 5
· O'Neil CAN SLIM — 3-yr EPS growth: 27.1% · ROE: 23.2% · Latest revenue growth: 10.5%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.27 · Operating cash flow: $705.8M · Net income: $271.0M
· Earnings Stability — Earnings variation (CV): 0.27 · Loss years (of 10): 0 · Latest net income: $566.2M
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Share count tripled (3x) | 1 | 100.0% | +5.5% | +7.7% | -2.2% |
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.
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