COO
COO reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 34.1 | P/S | — |
| EV/EBITDA | — | P/B | 1.69 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | 0.02% | Buybacks 1Y | — |
Fundamentals snapshot for COO. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | 0.0% | — |
| State Street | 8.8M | 0.0% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | 0.0% | — |
| 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 window (Mar 2026). 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 | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| DEC 23 | Lucchese Cynthia L | — | BUY | 2K | +$150K |
| DEC 19 | Rivas Maria | — | BUY | 1K | +$82K |
| DEC 17 | Kurzius Lawrence Erik | — | BUY | 2K | +$165K |
| DEC 16 | White Albert G III | — | BUY | 10K | +$808K |
| DEC 16 | Sheffield Holly R | — | BUY | 1K | +$99K |
| SEP 29 | Kurzius Lawrence Erik | — | BUY | 2K | +$137K |
10 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.