Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Simanovsky Michael | Insider | 2026-08-10 | 1,504,134 | $0 |
| Simanovsky Michael | Insider | 2026-08-10 | 97,371 | $0 |
| Simanovsky Michael | Insider | 2026-08-10 | 1,504,134 | $48,132,288 |
| Simanovsky Michael | Insider | 2026-08-10 | 97,371 | $3,115,872 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Pertento Partners LLP | Pertento Partners LLP opened a new position worth $96,926,765. | 2026-06-30 |
| Capital International Investors | Capital International Investors increased this position by 139% ($56,230,197 -> $134,303,522). | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | VANGUARD CAPITAL MANAGEMENT LLC increased this position by 348% ($11,730,647 -> $52,591,608). | 2026-06-30 |
| Conversant Capital LLC | Conversant Capital LLC increased this position by 27% ($471,039,437 -> $595,919,659). | 2026-06-30 |
| Tyro Capital Management LLC | Tyro Capital Management LLC increased this position by 2080% ($1,175,545 -> $25,628,616). | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | GEODE CAPITAL MANAGEMENT, LLC increased this position by 487% ($4,372,234 -> $25,685,350). | 2026-06-30 |
| KENNEDY CAPITAL MANAGEMENT LLC | KENNEDY CAPITAL MANAGEMENT LLC opened a new position worth $14,015,779. | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | RENAISSANCE TECHNOLOGIES LLC reduced this position by 45% ($4,346,526 -> $2,369,827). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| Conversant Capital LLC | $595,919,659 | 14,605,874 |
| Capital International Investors | $134,303,522 | 3,291,753 |
| Pertento Partners LLP | $96,926,765 | 2,375,656 |
| Irenic Capital Management LP | $77,667,737 | 1,903,621 |
| VANGUARD CAPITAL MANAGEMENT LLC | $52,591,608 | 1,289,010 |
| GEODE CAPITAL MANAGEMENT, LLC | $25,685,350 | 629,348 |
| Tyro Capital Management LLC | $25,628,616 | 628,152 |
| J. Goldman & Co LP | $16,320,938 | 400,023 |
| Hazelview Securities Inc. | $14,813,220 | 350,941 |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,015,779 | 343,524 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Quarter Ending 2026-03-31 During the quarter ending 2026-03-31, Capital International Investors expanded its portfolio with a wave of new positions and added meaningfully to two existing holdings. The largest new stake came in AstraZeneca PLC (AZN), valued at roughly $6.72 billion, followed by sizable new positions in Quanta Services Inc ($1.24 billion) and Republic Services … Read more