COO
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 19.0 | P/B | 1.69 |
| EPS (TTM) | 2.93 | Dividend | 0.02% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 16.6M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | n/a | n/a |
| State Street | 8.8M | 0.0% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | n/a | n/a |
| Capital World Investors | 7.4M | 0.1% | −27% |
| BROWNING WEST LP | 7.0M | 30.9% | +89% |
Top institutional owners for COO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | Kurzius Lawrence Erik | BUY | 10K | +$549K |
| SEP 15 | Rosebrough Walter M Jr | BUY | 3K | +$163K |
| SEP 15 | Kurzius Lawrence Erik | BUY | 10K | +$539K |
| SEP 15 | Keel Paul A | BUY | 5K | +$250K |
4 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.