| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| First Pacific Advisors | 2.20% | 1,304,959 | ADDED (+10.9%) |
| Ariel Investments | 0.15% | 109,130 | TRIMMED (-2.8%) |
| Oakmark Funds | 0.14% | 764,385 | ADDED (+2.5%) |
| First Eagle Investment Management | 0.01% | 23,769 | HELD |
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.
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Jun 10, 2026.
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.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Shareholder Yield — Cash returned through dividends and buybacks
· Earnings Stability — Small earnings swings and almost no loss years
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Red Flags
· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10
Key figures
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.59 · Operating cash flow: $479.6M · Net income: $147.5M
· Shareholder Yield — Shareholder yield: 7.2% · of which dividends: 6.3% · of which buybacks: 0.9%
· Earnings Stability — Earnings variation (CV): 0.37 · Loss years (of 10): 0 · Latest net income: $147.5M
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Jun 10, 2026
· Distress Risk (Altman Z″) — Z″-Score: 0.69 · Working capital / assets: -0.04 · Retained earnings / assets: 0.10 · EBIT / assets: 0.08 · Equity / liabilities: 0.11
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 2026 Q1, ranked #46 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 3 | 0.0% | -8.0% | +3.0% | -11.0% |
| Share count tripled (3x) | 1 | 0.0% | -12.0% | +3.0% | -15.0% |
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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