| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AMERICAN SECURITIES LLC | 45,026,74345.0M | $1.2B | 18.46% | — |
| 2 | Invesco Ltd. | 21,473,77821.5M | $560M | 8.80% | — |
| 3 | BlackRock, Inc. | 17,841,28317.8M | $465M | 7.31% | ADD 2% |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 12,085,29412.1M | $315M | 4.95% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,852,9517.9M | $205M | 3.22% | NEW† |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 6,650,8796.7M | $173M | 2.73% | NEW† |
| 7 | FMR LLC | 5,578,3865.6M | $145M | 2.29% | TRIM -17% |
| 8 | STATE STREET CORP | 5,079,0415.1M | $132M | 2.08% | — |
| 9 | FRONTIER CAPITAL MANAGEMENT CO LLC | 4,930,2104.9M | $129M | 2.02% | TRIM -15% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 3,787,4203.8M | $99M | 1.55% | ADD 107% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2,814,4152.8M | $73M | 1.15% | ADD 6% |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,785,1342.8M | $73M | 1.14% | ADD 42% |
| 13 | Focus Partners Wealth | 2,604,9112.6M | $68M | 1.07% | TRIM -7% |
| 14 | BANK OF AMERICA CORP /DE/ | 2,405,0412.4M | $63M | 0.99% | ADD 108% |
| 15 | MORGAN STANLEY | 2,234,9132.2M | $58M | 0.92% | ADD 8% |
| 16 | Thrivent Financial for Lutherans | 2,100,4572.1M | $55M | 0.86% | — |
| 17 | Arvin Capital Management LP | 2,071,2002.1M | $54M | 0.85% | ADD 27% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,067,9302.1M | $54M | 0.85% | ADD 6% |
| 19 | UBS Group AG | 1,710,7751.7M | $45M | 0.70% | ADD 730% |
| 20 | Point72 Asset Management, L.P. | 1,630,5631.6M | $43M | 0.67% | ADD 135% |
| 21 | Ruane, Cunniff & Goldfarb L.P. | 1,622,9821.6M | $42M | 0.67% | TRIM -32% |
| 22 | SEGRA CAPITAL MANAGEMENT, LLC | 1,612,7261.6M | $42M | 0.66% | ADD 167% |
| 23 | Permian Investment Partners, LP | 1,567,0001.6M | $41M | 0.64% | NEW |
| 24 | TORONTO DOMINION BANK | 1,565,2231.6M | $41M | 0.64% | NEW |
| 25 | THOMPSON SIEGEL & WALMSLEY LLC | 1,525,8841.5M | $40M | 0.63% | TRIM -21% |
| 26 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | 1,396,0001.4M | $36M | 0.57% | — |
| 27 | Verition Fund Management LLC | 1,297,9461.3M | $34M | 0.53% | ADD 50% |
| 28 | VOYA INVESTMENT MANAGEMENT LLC | 1,199,4911.2M | $31M | 0.49% | ADD 5% |
| 29 | GOLDMAN SACHS GROUP INC | 1,131,4381.1M | $30M | 0.46% | ADD 76% |
| 30 | LOOMIS SAYLES & CO L P | 1,081,3361.1M | $28M | 0.44% | TRIM -3% |
| 31 | Troluce Capital Advisors LLC | 1,000,0001.0M | $26M | 0.41% | NEW |
| 32 | NORTHERN TRUST CORP | 984,105984,105 | $26M | 0.40% | ADD 3% |
| 33 | VANGUARD FIDUCIARY TRUST CO | 947,460947,460 | $25M | 0.39% | NEW |
| 34 | COOPER CREEK PARTNERS MANAGEMENT LLC | 929,334929,334 | $24M | 0.38% | TRIM -40% |
| 35 | Bank of New York Mellon Corp | 908,599908,599 | $24M | 0.37% | — |
| 36 | TWO SIGMA INVESTMENTS, LP | 900,177900,177 | $23M | 0.37% | ADD 41% |
| 37 | CACTI ASSET MANAGEMENT LLC | 881,692881,692 | $23M | 0.36% | — |
| 38 | MOORE CAPITAL MANAGEMENT, LP | 873,610873,610 | $23M | 0.36% | ADD 84% |
| 39 | Nuveen, LLC | 871,795871,795 | $23M | 0.36% | ADD 7% |
| 40 | AVENIR CORP | 841,099841,099 | $22M | 0.34% | — |
| 41 | 683 Capital Management, LLC | 775,000775,000 | $20M | 0.32% | TRIM -7% |
| 42 | PRINCIPAL FINANCIAL GROUP INC | 744,728744,728 | $19M | 0.31% | ADD 2% |
| 43 | Russell Investments Group, Ltd. | 713,828713,828 | $19M | 0.29% | ADD 63% |
| 44 | Ancora Advisors LLC | 703,119703,119 | $18M | 0.29% | ADD 75% |
| 45 | Penn Capital Management Company, LLC | 694,352694,352 | $18M | 0.28% | TRIM -7% |
| 46 | FIL Ltd | 652,159652,159 | $17M | 0.27% | TRIM -54% |
| 47 | WELLS FARGO & COMPANY/MN | 636,674636,674 | $17M | 0.26% | ADD 37% |
| 48 | MILLENNIUM MANAGEMENT LLC | 631,055631,055 | $16M | 0.26% | ADD 931% |
| 49 | Public Sector Pension Investment Board | 549,797549,797 | $14M | 0.23% | ADD 4% |
| 50 | ROYCE & ASSOCIATES LP | 549,778549,778 | $14M | 0.23% | ADD 11% |
| 51 | VAN ECK ASSOCIATES CORP | 547,644547,644 | $14M | 0.22% | ADD 3% |
| 52 | Gotham Asset Management, LLC | 521,041521,041 | $14M | 0.21% | TRIM -18% |
| 53 | AQR CAPITAL MANAGEMENT LLC | 507,843507,843 | $13M | 0.21% | TRIM -65% |
| 54 | NEW YORK STATE COMMON RETIREMENT FUND | 502,487502,487 | $13M | 0.21% | TRIM -6% |
| 55 | CI INVESTMENTS INC. | 420,068420,068 | $11M | 0.17% | — |
| 56 | Vident Advisory, LLC | 388,862388,862 | $10M | 0.16% | — |
| 57 | De Lisle Partners LLP | 379,818379,818 | $10M | 0.16% | NEW |
| 58 | Legacy Advisors, LLC | 9,064,2789.1M | $9M | 3.72% | TRIM -8% |
| 59 | Aristotle Capital Boston, LLC | 344,976344,976 | $9M | 0.14% | TRIM -4% |
| 60 | Legal & General Group Plc | 334,896334,896 | $9M | 0.14% | TRIM -9% |
| 61 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 333,800333,800 | $9M | 0.14% | ADD 24% |
| 62 | Mawer Investment Management Ltd. | 333,790333,790 | $9M | 0.14% | NEW |
| 63 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 330,049330,049 | $9M | 0.14% | NEW |
| 64 | AMERIPRISE FINANCIAL INC | 329,745329,745 | $9M | 0.14% | TRIM -3% |
| 65 | Rovida Investment Management Ltd | 315,000315,000 | $8M | 0.13% | NEW |
| 66 | Swiss National Bank | 313,391313,391 | $8M | 0.13% | — |
| 67 | Hyperion Capital Advisors LP | 303,576303,576 | $8M | 0.12% | TRIM -38% |
| 68 | RHUMBLINE ADVISERS | 300,293300,293 | $8M | 0.12% | ADD 3% |
| 69 | EXCHANGE TRADED CONCEPTS, LLC | 295,008295,008 | $8M | 0.12% | TRIM -5% |
| 70 | SEI INVESTMENTS CO | 294,668294,668 | $8M | 0.12% | ADD 36% |
| 71 | GRIZZLYROCK CAPITAL, LLC | 289,113289,113 | $8M | 0.12% | — |
| 72 | California Public Employees Retirement System | 277,052277,052 | $7M | 0.11% | — |
| 73 | SG Americas Securities, LLC | 274,602274,602 | $7M | 0.11% | TRIM -20% |
| 74 | FIFTH THIRD BANCORP | 273,316273,316 | $7M | 0.11% | ADD 10457% |
| 75 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 247,957247,957 | $6M | 0.10% | — |
| 76 | RAYMOND JAMES FINANCIAL INC | 245,824245,824 | $6M | 0.10% | ADD 46% |
| 77 | FIRST NATIONAL BANK OF OMAHA | 248,004248,004 | $6M | 0.10% | ADD 40% |
| 78 | Soviero Asset Management, LP | 240,000240,000 | $6M | 0.10% | ADD 35% |
| 79 | AWH Capital, L.P. | 235,250235,250 | $6M | 0.10% | — |
| 80 | ROYAL BANK OF CANADA | 231,742231,742 | $6M | 0.10% | TRIM -13% |
| 81 | FIRST TRUST ADVISORS LP | 228,083228,083 | $6M | 0.09% | TRIM -40% |
| 82 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 217,780217,780 | $6M | 0.09% | — |
| 83 | Hudson Value Partners, LLC | 203,910203,910 | $5M | 0.08% | ADD 8% |
| 84 | JANE STREET GROUP, LLC | 191,979191,979 | $5M | 0.08% | ADD 1676% |
| 85 | Telos Capital Management, Inc. | 189,901189,901 | $5M | 0.08% | — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 184,555184,555 | $5M | 0.08% | ADD 23% |
| 87 | Hel Ved Capital Management Ltd | 178,500178,500 | $5M | 0.07% | NEW |
| 88 | North Growth Management Ltd. | 172,000172,000 | $4M | 0.07% | ADD 76% |
| 89 | OpenArc Corporate Advisory, LLC | 170,352170,352 | $4M | 0.07% | TRIM -15% |
| 90 | OPPENHEIMER & CO INC | 168,872168,872 | $4M | 0.07% | NEW |
| 91 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 165,329165,329 | $4M | 0.07% | — |
| 92 | WEDGE CAPITAL MANAGEMENT L L P/NC | 164,666164,666 | $4M | 0.07% | NEW |
| 93 | Quantinno Capital Management LP | 145,574145,574 | $4M | 0.06% | ADD 87% |
| 94 | PRICE T ROWE ASSOCIATES INC /MD/ | 145,253145,253 | $4M | 0.06% | ADD 12% |
| 95 | CenterBook Partners LP | 143,698143,698 | $4M | 0.06% | TRIM -35% |
| 96 | PRUDENTIAL FINANCIAL INC | 140,430140,430 | $4M | 0.06% | — |
| 97 | VANGUARD ASSET MANAGEMENT, Ltd | 127,793127,793 | $3M | 0.05% | NEW |
| 98 | BESSEMER GROUP INC | 125,952125,952 | $3M | 0.05% | ADD 7143% |
| 99 | Holocene Advisors, LP | 123,197123,197 | $3M | 0.05% | ADD 55% |
| 100 | South Dakota Investment Council | 123,037123,037 | $3M | 0.05% | — |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +7,852,951 | $205M | OPEN |
| VANGUARD CAPITAL MANAGEMENT LLC | +6,650,879 | $173M | OPEN |
| DIMENSIONAL FUND ADVISORS LP | +1,954,494 | $51M | ADD |
| Permian Investment Partners, LP | +1,567,000 | $41M | OPEN |
| TORONTO DOMINION BANK | +1,565,223 | $41M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −15,411,745 | $402M | CLOSE |
| NORGES BANK | −2,294,097 | $60M | CLOSE |
| ExodusPoint Capital Management, LP | −1,184,186 | $31M | CLOSE |
| FMR LLC | −1,128,918 | $29M | TRIM |
| AQR CAPITAL MANAGEMENT LLC | −944,206 | $25M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| AMERICAN SECURITIES LLC | 43.9M | 43.9M | 45.0M | 45.0M | 45.0M | 45.0M | $1.2B |
| Invesco Ltd. | 13.9M | 17.2M | 19.6M | 22.1M | 21.8M | 21.5M | $560M |
| BlackRock, Inc. | 16.8M | 18.2M | 19.0M | 18.0M | 17.5M | 17.8M | $465M |
| PRIMECAP MANAGEMENT CO/CA/ | 6.4M | 10.1M | 12.0M | 11.9M | 12.1M | 12.1M | $315M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 7.9M | $205M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 6.7M | $173M |
| FMR LLC | 2.4M | 4.4M | 4.6M | 6.2M | 6.7M | 5.6M | $145M |
| STATE STREET CORP | 6.5M | 6.6M | 7.1M | 6.8M | 5.1M | 5.1M | $132M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | — | 3.6M | 5.5M | 5.2M | 5.8M | 4.9M | $129M |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 1.1M | 1.3M | 1.3M | 1.8M | 3.8M | $99M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.0M | 2.3M | 2.5M | 2.7M | 2.7M | 2.8M | $73M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 870K | — | 1.4M | 2.1M | 2.0M | 2.8M | $73M |
| Focus Partners Wealth | 403K | 24K | 37K | 33K | 2.8M | 2.6M | $68M |
| BANK OF AMERICA CORP /DE/ | 609K | 969K | 868K | 798K | 1.2M | 2.4M | $63M |
| MORGAN STANLEY | 1.5M | 2.1M | 2.2M | 1.8M | 2.1M | 2.2M | $58M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“The information set forth or incorporated by reference in Items 3, 5 and 6 is hereby incorporated by reference in this Item 4. Director Nominees Benjamin Dickson, a managing director of American Securities LLC, and Connor Wentzell, a principal of American Securities LLC, are nominees of the Sponsor Stockholders (as defined below) to the Issuer's board of directors (the "Board") pursuant to the Stockholders Agreement (as defined below). Alan Goldberg, the co-founder and chief executive officer of”
“The information set forth or incorporated by reference in Items 3, 5 and 6 is hereby incorporated by reference in this Item 4. Director Nominees Mr. Goldberg, the co-founder and chief executive officer of Goldberg Lindsay & Co. LLC, an affiliate of the Reporting Persons, and Russell Triedman, a managing partner of Goldberg Lindsay & Co. LLC, are nominees of the Sponsor Stockholders (as defined below) to the Issuer's board of directors (the "Board") pursuant to the Stockholders Agreement (as defi”
SEC Schedule 13D/G XML · group aggregate.