| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| First Eagle Investment Management | 0.02% | 369,575 | TRIMMED (-8.5%) |
| Polen Capital Management | 0.02% | 61,827 | 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.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 1 sales by 1 insiders ($327.0K).
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
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
Key figures
· Cash Flow (FCF) — Latest FCF: $26.9M · FCF yield: 8.1% · Positive FCF years: 3
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 2 of the last 20 quarterly lists; latest 2025 Q3, ranked #35 of 50.
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