LO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Marshall Wace, LLP
· New
Change
+525K
Date
Q1 2026
|
Marshall Wace, LLP | New· Q1 2026 | – | +525K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
Change
+438K
Δ Own
+213.9%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | – | +438K | +213.9% | Q1 2026 | |||||
|
Divisadero Street Capital Management, LP
· Reduced
Change
−405K
Date
Q1 2026
|
Divisadero Street Capital Management, LP | Reduced· Q1 2026 | – | −405K | – | Q1 2026 | |||||
|
Nuveen, LLC
· Reduced
Change
−372K
Date
Q1 2026
|
Nuveen, LLC | Reduced· Q1 2026 | – | −372K | – | Q1 2026 | |||||
|
Fund 1 Investments, LLC
· Reduced
Change
−338K
Date
Q1 2026
|
Fund 1 Investments, LLC | Reduced· Q1 2026 | – | −338K | – | Q1 2026 | |||||
|
William Blair Investment Management, LLC
· Exited
Change
−329K
Δ Own
−100.0%
Date
Q1 2026
|
William Blair Investment Management, LLC | Exited· Q1 2026 | – | −329K | −100.0% | Q1 2026 | |||||
|
Monimus Capital Management, LP
· Added
Change
+236K
Date
Q1 2026
|
Monimus Capital Management, LP | Added· Q1 2026 | – | +236K | – | Q1 2026 | |||||
|
Tieton Capital Management, LLC
· Added
Change
+205K
Date
Q1 2026
|
Tieton Capital Management, LLC | Added· Q1 2026 | – | +205K | – | Q1 2026 | |||||
|
Assenagon Asset Management S.A.
· Added
Change
+132K
Date
Q1 2026
|
Assenagon Asset Management S.A. | Added· Q1 2026 | – | +132K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
Change
+127K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | – | +127K | – | Q1 2026 | |||||
|
Hotchkis & Wiley Capital Management LLC
· Reduced
Change
−127K
Date
Q1 2026
|
Hotchkis & Wiley Capital Management LLC | Reduced· Q1 2026 | – | −127K | – | Q1 2026 | |||||
|
Northwestern Mutual Wealth Management Co
· Exited
Change
−115K
Δ Own
−100.0%
Date
Q1 2026
|
Northwestern Mutual Wealth Management Co | Exited· Q1 2026 | – | −115K | −100.0% | Q1 2026 | |||||
|
Corient Private Wealth LLC
· Exited
Change
−90K
Δ Own
−100.0%
Date
Q1 2026
|
Corient Private Wealth LLC | Exited· Q1 2026 | – | −90K | −100.0% | Q1 2026 | |||||
|
Prudential Financial Inc
· Added
Change
+87K
Date
Q1 2026
|
Prudential Financial Inc | Added· Q1 2026 | – | +87K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−86K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −86K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Biglari, Sardar
· 10% Owner
Sell
−$46K
|
Biglari, Sardar | 10% Owner | Sell | $16.70 | −3K | −$46K | 3.5M | −0.1% | Jul 16, 2026 | Jul 16, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$109K
|
Biglari, Sardar | 10% Owner | Sell | $16.71 | −7K | −$109K | 3.6M | −0.2% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$20K
|
Biglari, Sardar | 10% Owner | Sell | $16.73 | −1K | −$20K | 3.6M | 0.0% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$1.3M
|
Biglari, Sardar | 10% Owner | Sell | $16.74 | −75K | −$1.3M | 3.6M | −2.1% | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$161K
|
Biglari, Sardar | 10% Owner | Sell | $16.92 | −10K | −$161K | 3.6M | −0.3% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$2.3M
|
Biglari, Sardar | 10% Owner | Sell | $17.27 | −132K | −$2.3M | 3.6M | −3.5% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$382K
|
Biglari, Sardar | 10% Owner | Sell | $16.91 | −23K | −$382K | 3.8M | −0.6% | Jun 30, 2026 | Jun 30, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$1.7M
|
Biglari, Sardar | 10% Owner | Sell | $16.58 | −100K | −$1.7M | 3.8M | −2.6% | Jun 29, 2026 | Jun 30, 2026 | |||||||||
|
Biglari, Sardar
· 10% Owner
Sell
−$1.7M
|
Biglari, Sardar | 10% Owner | Sell | $16.75 | −100K | −$1.7M | 3.9M | −2.5% | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Fils Ira
· CFO
Tax withholding or exercise payment (F)
-$30K
|
Fils Ira | CFO | Tax withholding or exercise payment (F) | $13.95 | -2K | -$30K | 123K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Williams Elizabeth Goodman
· Director
Tax withholding or exercise payment (F)
-$147K
|
Williams Elizabeth Goodman | Director | Tax withholding or exercise payment (F) | $13.95 | -11K | -$147K | 248K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Fils Ira
· CFO
Tax withholding or exercise payment (F)
-$35K
|
Fils Ira | CFO | Tax withholding or exercise payment (F) | $14.00 | -2K | -$35K | 125K | – | May 9, 2026 | May 12, 2026 | |||||||||
|
Wright Robert D.
· Director
Grant (A)
8K
|
Wright Robert D. | Director | Grant (A) | – | 8K | – | 8K | – | Mar 17, 2026 | Mar 19, 2026 | |||||||||
|
Davila Tana
· Director
Grant (A)
8K
|
Davila Tana | Director | Grant (A) | – | 8K | – | 8K | – | Mar 17, 2026 | Mar 19, 2026 | |||||||||
|
Garrido Frank
· Director
Grant (A)
8K
|
Garrido Frank | Director | Grant (A) | – | 8K | – | 8K | – | Mar 17, 2026 | Mar 19, 2026 | |||||||||
140 reporting institutions disclosed LOCO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.