POOL
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 18.4 | P/B | 7.19 |
| EPS (TTM) | 10.88 | Dividend | 2.52% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2.9M | 0.1% | +12% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.9M | 1.7% | +62% |
| BlackRock, Inc. | 2.3M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
| Morgan Stanley | 1.7M | 0.0% | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | n/a | n/a |
Top institutional owners for POOL 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 |
|---|---|---|---|---|
| MAY 14 | PEREZ DE LA MESA MANUEL J | BUY | 10K | +$2M |
| MAY 12 | WHALEN DAVID G | BUY | 525 | +$100K |
| MAY 08 | Hope James D | BUY | 464 | +$90K |
| MAY 08 | PEREZ DE LA MESA MANUEL J | BUY | 10K | +$2M |
| MAY 08 | STOKELY JOHN E | BUY | 1K | +$193K |
5 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.