| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | +31% | $571,789,937 | +$133,738,221 | 18,303,135 | +31% | BlackRock, Inc. | 30 Nov 2025 |
| VANGUARD GROUP INC | 12% | $447,710,075 | 17,908,403 | The Vanguard Group | 28 Feb 2025 | |||
| MILLER STUART A | 7.5% | $312,727,275 | 12,509,091 | Stuart A. Miller | 07 Feb 2025 | |||
| MP Alpha Holdings LLLP | 6.5% | $270,420,125 | 10,816,805 | LMM Family Corp. | 07 Feb 2025 | |||
| Brave Warrior Advisors, LLC | 5.6% | +52% | $256,889,551 | +$96,320,080 | 8,600,224 | +60% | Brave Warrior Advisors, LLC | 31 Dec 2025 |
| GREENHAVEN ASSOCIATES INC | 3% | -42% | $140,602,281 | -$100,083,978 | 4,603,873 | -42% | Greenhaven Associates, Inc. | 18 Aug 2025 |
| LENNAR CORP /NEW/ | 0% | -98% | $58,682 | -$1,085,915,052 | 1,794 | -100% | Lennar Corporation | 26 Nov 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12% | 18,157,086 | -2.4% | 0.01% | $610,259,660 |
| BlackRock, Inc. | 10% | 15,404,986 | +0.16% | 0.01% | $517,761,558 |
| Brave Warrior Advisors, LLC | 3.5% | 5,375,592 | -32% | 4.2% | $180,673,647 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.1% | 4,704,896 | +56% | 0.13% | $158,131,564 |
| GREENHAVEN ASSOCIATES INC | 3% | 4,601,273 | -42% | 2.4% | $154,648,786 |
| STATE STREET CORP | 2.7% | 4,130,298 | -1% | 0% | $138,819,316 |
| FMR LLC | 2.1% | 3,168,136 | +6.8% | 0.01% | $106,481,074 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.9% | 2,939,771 | +45% | 0.02% | $98,805,703 |
| Cannell & Spears LLC | 1.7% | 2,628,406 | +0.97% | 1.7% | $88,340,726 |
| MORGAN STANLEY | 1.5% | 2,369,858 | +22% | 0% | $79,650,992 |
| Blue Whale Capital LLP | 1.5% | 2,267,144 | +89% | 4.2% | $76,198,710 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 2,253,869 | +2% | 0% | $75,765,873 |
| PRINCIPAL FINANCIAL GROUP INC | 1.2% | 1,790,629 | +0.39% | 0.03% | $60,183,042 |
| Permian Investment Partners, LP | 1.1% | 1,753,412 | -37% | 6.7% | $58,932,177 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 1,709,422 | +0.03% | 0.01% | $57,453,673 |
| Capital World Investors | 1.1% | 1,643,026 | +0.53% | 0.01% | $55,222,104 |
| MILLENNIUM MANAGEMENT LLC | 1% | 1,614,377 | +125% | 0.04% | $54,259,211 |
| MANGROVE PARTNERS IM, LLC | 0.94% | 1,441,908 | +21% | 3.6% | $48,462,528 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 0.68% | 1,040,409 | -38% | 1.7% | $34,968,146 |
| NORTHERN TRUST CORP | 0.6% | 918,392 | +5.5% | 0% | $30,867,155 |
| AQR CAPITAL MANAGEMENT LLC | 0.53% | 813,896 | -36% | 0.02% | $27,355,046 |
| JANE STREET GROUP, LLC | 0.5% | 777,681 | 0.03% | $26,137,859 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.48% | 742,000 | +86% | 0.03% | $24,938,620 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.45% | 695,641 | +37% | 0.09% | $23,380,494 |
| ALGERT GLOBAL LLC | 0.41% | 633,616 | +15% | 0.36% | $21,296,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,169,240 | $154,366,060 | +$1,908,803 | $29.87 | 22 |
| 2025 Q3 | 106,687,551 | $3,585,340,963 | -$100,564,290 | $33.61 | 439 |
| 2025 Q2 | 110,238,053 | $3,142,807,573 | +$84,877,511 | $28.51 | 421 |
| 2025 Q1 | 107,761,400 | $2,855,840,687 | +$2,847,030,460 | $26.51 | 423 |