Orbis Allan Gray Ltd
· New
+$76M
Change
+2.3M
Date
Q1 2026
CA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Orbis Allan Gray Ltd
· New
+$76M
Change
+2.3M
Date
Q1 2026
|
Orbis Allan Gray Ltd | New· Q1 2026 | +$76M | +2.3M | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Reduced
−$66M
Change
−2.0M
Δ Own
−25.4%
Date
Q1 2026
|
Wellington Management Group LLP | Reduced· Q1 2026 | −$66M | −2.0M | −25.4% | Q1 2026 | |||||
|
UBS Group AG
· Added
+$26M
Change
+783K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$26M | +783K | – | Q1 2026 | |||||
|
No Street Gp LP
· Exited
−$24M
Change
−735K
Δ Own
−100.0%
Date
Q1 2026
|
No Street Gp LP | Exited· Q1 2026 | −$24M | −735K | −100.0% | Q1 2026 | |||||
|
Broad Bay Capital Management, LP
· New
+$24M
Change
+722K
Date
Q1 2026
|
Broad Bay Capital Management, LP | New· Q1 2026 | +$24M | +722K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Added
+$18M
Change
+556K
Date
Q1 2026
|
Ameriprise Financial Inc | Added· Q1 2026 | +$18M | +556K | – | Q1 2026 | |||||
|
Oberweis Asset Management Inc/
· Exited
−$17M
Change
−518K
Δ Own
−100.0%
Date
Q1 2026
|
Oberweis Asset Management Inc/ | Exited· Q1 2026 | −$17M | −518K | −100.0% | Q1 2026 | |||||
|
Jacobs Levy Equity Management, Inc
· Added
+$17M
Change
+516K
Date
Q1 2026
|
Jacobs Levy Equity Management, Inc | Added· Q1 2026 | +$17M | +516K | – | Q1 2026 | |||||
|
Select Equity Group, L.P.
· Reduced
−$15M
Change
−460K
Date
Q1 2026
|
Select Equity Group, L.P. | Reduced· Q1 2026 | −$15M | −460K | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$14M
Change
−414K
Δ Own
−24.3%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$14M | −414K | −24.3% | Q1 2026 | |||||
|
Acadian Asset Management LLC
· Reduced
−$12M
Change
−353K
Date
Q1 2026
|
Acadian Asset Management LLC | Reduced· Q1 2026 | −$12M | −353K | – | Q1 2026 | |||||
|
Par Capital Management Inc
· Reduced
−$11M
Change
−338K
Date
Q1 2026
|
Par Capital Management Inc | Reduced· Q1 2026 | −$11M | −338K | – | Q1 2026 | |||||
|
Schroder Investment Management Group
· Reduced
−$11M
Change
−333K
Date
Q1 2026
|
Schroder Investment Management Group | Reduced· Q1 2026 | −$11M | −333K | – | Q1 2026 | |||||
|
Alta Fox Capital Management, LLC
· Added
+$10M
Change
+314K
Date
Q1 2026
|
Alta Fox Capital Management, LLC | Added· Q1 2026 | +$10M | +314K | – | Q1 2026 | |||||
|
Breach Inlet Capital Management, LLC
· New
+$9.7M
Change
+297K
Date
Q1 2026
|
Breach Inlet Capital Management, LLC | New· Q1 2026 | +$9.7M | +297K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Zamora Javier
· Officer
Sell
−$127K
|
Zamora Javier | Officer | Sell | $36.06 | −4K | −$127K | 88K | −3.8% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Quinn Matthew Todd
· Officer
Sell
−$134K
|
Quinn Matthew Todd | Officer | Sell | $35.03 | −4K | −$134K | 233K | −1.6% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Hanson Jennifer Ladd
· Officer
Sell
−$20K
|
Hanson Jennifer Ladd | Officer | Sell | $35.03 | −567 | −$20K | 91K | −0.6% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Zales Samuel
· Officer
Tax withholding or exercise payment (F)
-$405K
|
Zales Samuel | Officer | Tax withholding or exercise payment (F) | $35.14 | -12K | -$405K | 453K | −2.5% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Zales Samuel
· Officer
Grant (A)
23K
|
Zales Samuel | Officer | Grant (A) | – | 23K | – | 475K | +5.0% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Zamora Javier
· Officer
Tax withholding or exercise payment (F)
-$145K
|
Zamora Javier | Officer | Tax withholding or exercise payment (F) | $35.14 | -4K | -$145K | 92K | −4.3% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Trevisan Jason
· Director
Tax withholding or exercise payment (F)
-$756K
|
Trevisan Jason | Director | Tax withholding or exercise payment (F) | $35.14 | -22K | -$756K | 676K | −3.1% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Steinert Langley
· Director
Tax withholding or exercise payment (F)
-$445K
|
Steinert Langley | Director | Tax withholding or exercise payment (F) | $35.14 | -13K | -$445K | 897K | −1.4% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Sarnoff Dafna
· Officer
Tax withholding or exercise payment (F)
-$265K
|
Sarnoff Dafna | Officer | Tax withholding or exercise payment (F) | $35.14 | -8K | -$265K | 127K | −5.6% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Quinn Matthew Todd
· Officer
Tax withholding or exercise payment (F)
-$321K
|
Quinn Matthew Todd | Officer | Tax withholding or exercise payment (F) | $35.14 | -9K | -$321K | 237K | −3.7% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Elshareef Ismail
· Officer
Tax withholding or exercise payment (F)
-$74K
|
Elshareef Ismail | Officer | Tax withholding or exercise payment (F) | $35.14 | -2K | -$74K | 145K | −1.4% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Hanson Jennifer Ladd
· Officer
Sell
−$86K
|
Hanson Jennifer Ladd | Officer | Sell | $34.56 | −2K | −$86K | 93K | −2.6% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Hanson Jennifer Ladd
· Officer
Tax withholding or exercise payment (F)
-$42K
|
Hanson Jennifer Ladd | Officer | Tax withholding or exercise payment (F) | $35.14 | -1K | -$42K | 92K | −1.3% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Hanson Jennifer Ladd
· Officer
Tax withholding or exercise payment (F)
-$35K
|
Hanson Jennifer Ladd | Officer | Tax withholding or exercise payment (F) | $34.09 | -1K | -$35K | 95K | −1.1% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Zamora Javier
· Officer
Sell
−$120K
|
Zamora Javier | Officer | Sell | $34.08 | −4K | −$120K | 96K | −3.5% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
N
M
A
M
G
A
361 reporting institutions disclosed CARG position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.