| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Ariel Investments | 0.57% | 242,450 | TRIMMED (-10.7%) |
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: Polen Capital Management.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 8 sales by 4 insiders ($3.6M).
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
· Piotroski — Financial health improved over the past year
· 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
· Piotroski — F-score: 7 · Return on assets: 11.5% · Operating cash flow: $2.1B
· Lynch PEG — P/E: 12.34 · 5-yr EPS growth: 30.7% · PEG: 0.40
· Neff Total Return Ratio — EPS growth: 30.7% · Dividend yield: 0.0% · P/E: 12.34 · Neff ratio: 2.49
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.00 · Operating cash flow: $2.1B · Net income: $1.5B
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 2022 Q3, ranked #26 of 50.
· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2023 Q2, ranked #31 of 50.
Open this in the GetCoattail app →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.