Latest close
$88.25
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Oakcliff Capital | 33.42% | 1,030,740 | HELD |
| RV Capital GmbH | 12.75% | 561,086 | TRIMMED (-26.0%) |
| Cantillon Capital Management | 6.78% | 517,833 | TRIMMED (-95.4%) |
| Egerton Capital | 3.47% | 4,129,416 | TRIMMED (-34.2%) |
| Viking Global Investors | 1.20% | 4,830,748 | ADDED (+246.5%) |
| Lone Pine Capital | 0.31% | 577,666 | NEW |
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.
| Institutions holding | 1,111 of 8,857 filers |
| Long-only filers among them | 1,107 |
| Change vs 2026 Q1 | +127 net · 979 entered · 852 exited |
| Shares reported, all filers | 385,169,416 |
| Reported value, all filers | $32.1B |
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).
1 insiders bought on the open market in the last 90 days (2 purchases, $4.5K), against 0 sales by 0 insiders ($0). Latest buy: Sep 1, 2026.
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).
Insiders
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
· Top Relative Strength — Top 20% of the universe by 6-month return
Key figures
· Growth — Latest revenue: $2.6B · 5-yr revenue CAGR: 18.3% · Straight growth years: 5
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 10.18 · Operating cash flow: $417.0M · Net income: $44.5M
· Insider Net Buying — Buy txns: 2 · Sell txns: 0 · Buy value: $4.5K · Latest buy: Sep 1, 2026
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 |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 10 | 80.0% | +15.1% | +3.3% | +11.8% |
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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