Southpoint Capital Advisors LP
· Exited
−$218M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
OS
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Southpoint Capital Advisors LP
· Exited
−$218M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
|
Southpoint Capital Advisors LP | Exited· Q1 2026 | −$218M | −1.4M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$159M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$159M | −1.0M | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Added
+$104M
Change
+667K
Δ Own
+50.9%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$104M | +667K | +50.9% | Q1 2026 | |||||
|
Allianz Asset Management GMBH
· Reduced
−$70M
Change
−448K
Date
Q1 2026
|
Allianz Asset Management GMBH | Reduced· Q1 2026 | −$70M | −448K | – | Q1 2026 | |||||
|
Aristotle Capital Management, LLC
· Reduced
−$60M
Change
−384K
Date
Q1 2026
|
Aristotle Capital Management, LLC | Reduced· Q1 2026 | −$60M | −384K | – | Q1 2026 | |||||
|
American Century Companies Inc
· Reduced
−$50M
Change
−324K
Date
Q1 2026
|
American Century Companies Inc | Reduced· Q1 2026 | −$50M | −324K | – | Q1 2026 | |||||
|
Capital World Investors
· Exited
−$47M
Change
−304K
Δ Own
−100.0%
Date
Q1 2026
|
Capital World Investors | Exited· Q1 2026 | −$47M | −304K | −100.0% | Q1 2026 | |||||
|
Capital International Investors
· New
+$47M
Change
+300K
Date
Q1 2026
|
Capital International Investors | New· Q1 2026 | +$47M | +300K | – | Q1 2026 | |||||
|
Bowen Hanes & Co Inc
· New
+$43M
Change
+277K
Date
Q1 2026
|
Bowen Hanes & Co Inc | New· Q1 2026 | +$43M | +277K | – | Q1 2026 | |||||
|
Lazard Asset Management LLC
· Added
+$43M
Change
+274K
Date
Q1 2026
|
Lazard Asset Management LLC | Added· Q1 2026 | +$43M | +274K | – | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Reduced
−$37M
Change
−240K
Date
Q1 2026
|
Squarepoint Ops LLC | Reduced· Q1 2026 | −$37M | −240K | – | Q1 2026 | |||||
|
Pacer Advisors, Inc.
· Exited
−$36M
Change
−228K
Δ Own
−100.0%
Date
Q1 2026
|
Pacer Advisors, Inc. | Exited· Q1 2026 | −$36M | −228K | −100.0% | Q1 2026 | |||||
|
Vanguard
· Reduced
−$34M
Change
−220K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$34M | −220K | – | Q1 2026 | |||||
|
Lodge Hill Capital, LLC
· Added
+$34M
Change
+215K
Date
Q1 2026
|
Lodge Hill Capital, LLC | Added· Q1 2026 | +$34M | +215K | – | Q1 2026 | |||||
|
BlackRock
· Added
+$33M
Change
+212K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$33M | +212K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Nordlund Steven Craig
· Officer
2 operations
8K
|
Nordlund Steven Craig | Officer | 2 operations | $145.75 | 8K | – | 8K | – | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Nordlund Steven Craig
· Officer
Tax withholding or exercise payment (F)
-$265K
|
Nordlund Steven Craig | Officer | Tax withholding or exercise payment (F) | $145.75 | -2K | -$265K | 2K | −43.2% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Palmer Duncan
· Director
Sell
−$68K
|
Palmer Duncan | Director | Sell | $133.86 | −505 | −$68K | 40K | – | May 12, 2026 | May 13, 2026 | |||||||||
|
Davis Douglas Lee
· Director
Grant (A)
1K
|
Davis Douglas Lee | Director | Grant (A) | – | 1K | – | 9K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Allman Keith J.
· Director
Grant (A)
1K
|
Allman Keith J. | Director | Grant (A) | – | 1K | – | 24K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Burns Bill
· Director
Grant (A)
1K
|
Burns Bill | Director | Grant (A) | – | 1K | – | 4K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Clayton Annette K.
· Director
Grant (A)
1K
|
Clayton Annette K. | Director | Grant (A) | – | 1K | – | 5K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Jordan Tyrone Michael
· Director
Grant (A)
1K
|
Jordan Tyrone Michael | Director | Grant (A) | – | 1K | – | 12K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Metcalf-Kupres Kimberley
· Director
Grant (A)
1K
|
Metcalf-Kupres Kimberley | Director | Grant (A) | – | 1K | – | 20K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Palmer Duncan
· Director
Grant (A)
1K
|
Palmer Duncan | Director | Grant (A) | – | 1K | – | 40K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Perkins David G.
· Director
Grant (A)
1K
|
Perkins David G. | Director | Grant (A) | – | 1K | – | 8K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Rowland Sandra E.
· Director
Grant (A)
1K
|
Rowland Sandra E. | Director | Grant (A) | – | 1K | – | 14K | – | May 5, 2026 | May 6, 2026 | |||||||||
|
Khare Anupam
· Officer
Sell
−$676K
|
Khare Anupam | Officer | Sell | $169.08 | −4K | −$676K | 14K | – | Feb 27, 2026 | Mar 2, 2026 | |||||||||
|
Verich John S.
· Officer
Gift (G)
-115
|
Verich John S. | Officer | Gift (G) | – | -115 | – | 7K | – | Feb 26, 2026 | Feb 27, 2026 | |||||||||
|
Khare Anupam
· Officer
4 operations
4K
|
Khare Anupam | Officer | 4 operations | $175.52 | 4K | – | 0 | – | Feb 20, 2026 | Feb 23, 2026 | |||||||||
N
A
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G
A
A
554 reporting institutions disclosed OSK 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.