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A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
13F: Chase Coleman new, Dan Loeb new in the quarter ending Jun 30, 2026.
Form 4: Weiss Eric Stanton (Director) bought $232K, CRAIN ELIZABETH (Director) bought $110K in the open market since 2026-04-01.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 28.12M | $719.6M | 8.73% | Added +14.2% |
| Situational Awareness LP | 26.01M | $665.6M | 8.07% | Held |
| Jericho Capital Asset Management L.P. | 22.88M | $585.6M | 7.10% | Added +95.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.66M | $477.6M | 5.79% | Held |
| UBS Group AG | 15.89M | $406.6M | 4.93% | Reduced -37.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.80M | $353.1M | 4.28% | Added +3.2% |
| TWO SIGMA INVESTMENTS, LP | 10.28M | $263.0M | 3.19% | Added +84.0% |
| Value Aligned Research Advisors, LLC | 9.19M | $235.1M | 2.85% | Added +19.0% |
| Two Seas Capital LP | 9.03M | $231.0M | 2.80% | Reduced -44.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 8.50M | $244.6M | 2.64% | Added +8.9% |
| STATE STREET CORP | 7.75M | $198.2M | 2.40% | Added +6.3% |
| Valiant Capital Management, L.P. | 7.47M | $191.3M | 2.32% | Added +9.1% |
| Ascentis Wealth Management, LLC | 7.28M | $186.3M | 2.26% | Held |
| JANE STREET GROUP, LLC | 6.47M | $165.5M | 2.01% | Added ×106 |
| MORGAN STANLEY | 6.34M | $162.2M | 1.97% | Added +82.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.22M | $159K | 1.93% | Added +779.5% |
| ALLIANCEBERNSTEIN L.P. | 5.62M | $84.1M | 1.74% | Added ×18 |
| JPMORGAN CHASE & CO | 5.45M | $141.8M | 1.69% | Added +4.5% |
| OAKTREE CAPITAL MANAGEMENT LP | 4.99M | $127.8M | 1.55% | Reduced -46.6% |
| Monarch Alternative Capital LP | 4.60M | $117.7M | 1.43% | New |
| Helix Partners Management LP | 4.55M | $116.4M | 1.41% | Added +3.2% |
| Apollo Management Holdings, L.P. | 4.52M | $115.7M | 1.40% | New |
| CITADEL ADVISORS LLC | 4.04M | $103.4M | 1.25% | Reduced -34.1% |
| AMERICAN CENTURY COMPANIES INC | 4.04M | $103.3M | 1.25% | Added +61.4% |
| FIFTH THIRD BANCORP | 4.00M | $102.3M | 1.24% | Held |
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Chase Coleman Tiger Global Management | Jun 30, 2026 | 817K | $20.9M | 0.09% | New |
| Dan Loeb Third Point | Jun 30, 2026 | 54K | $1.4M | 0.03% | New |
Item 4, purpose of the transaction: Item 4 of this Schedule 13D is supplemented and superseded, as the case may be, as follows: On March 15, 2026, TSC agreed to waive a provision in the previously disclosed Cooperation Agreement that required the Issuer to appoint one independent director following the execution of the Cooperation Agreement and prior to March 15, 2026, as long as the Issuer remains in compliance with all other provisions of the Cooperation Agreement and the Issuer complies with the appointment requirement prior to May 30, 2026.Read the filing ↗
Item 4, purpose of the transaction: Item 4 of this Schedule 13D is supplemented and superseded, as the case may be, as follows: On February 18, 2026, TSC entered into a cooperation agreement with the Issuer (the "Cooperation Agreement"). Pursuant to the Cooperation Agreement, the Issuer agreed, among other things, to: (i) appoint one independent director following the execution of the Cooperation Agreement and prior to March 15, 2026, (ii) appoint a second independent director prior to, or as soon as reasonably practicable following the 2026 annual meeting of stockholders (the "2026 Annual Meeting"), but in no event later than September 15, 2026, and (iii) appoint a third independent director prior to the 2027 annual meetin…Read the filing ↗
Item 4, purpose of the transaction: Item 4 of this Schedule 13D is hereby amended and restated as follows: The Reporting Persons acquired the securities reported herein for investment purposes in the ordinary course of business. The Reporting Persons acquired such securities because they believed that such securities, when purchased, represented an attractive investment opportunity. The Reporting Persons may have discussions with officers and directors of the Issuer in connection with the Reporting Persons' investment in the Issuer. The topics of these conversations may cover a range of issues, including the business of the Issuer, management, board composition, investor communications, operations, capital allocation, d…Read the filing ↗
