Plumbing and HVAC products distributor
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| 59 North Capital Management, LP (auto-surfaced) | 47 | Added +14% | 1,427,341 | $332,941,562 | 9.9% |
| Seth Klarman / Baupost | 60 | Added +27% | 1,442,411 | $336,457 | 6.6% |
| François Rochon / Giverny | 63 | Added +1% | 36,728 | $8,567,173 | 0.3% |
| Ruane Cunniff / Sequoia Fund | 71 | Holds (flat) | 1,000 | $233,260 | 0.0% |
| Foxhaven Asset Management, LP (auto-surfaced) | 82 | Trimmed -8% | 1,374,460 | $320,606,540 | 10.1% |
| Louis Bacon / Moore | 55 | Trimmed -92% | 13,583 | $3,168,371 | 0.1% |
| Bridgewater | 49 | Trimmed -26% | 38,304 | $8,934,791 | 0.0% |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-06-27.