North of South Capital LLP
· Exited
Change
−4.0M
Δ Own
−100.0%
Date
Q1 2026
VL
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
North of South Capital LLP
· Exited
Change
−4.0M
Δ Own
−100.0%
Date
Q1 2026
|
North of South Capital LLP | Exited· Q1 2026 | – | −4.0M | −100.0% | Q1 2026 | |||||
|
Ancient Art, L.P.
· Reduced
Change
−1.3M
Date
Q1 2026
|
Ancient Art, L.P. | Reduced· Q1 2026 | – | −1.3M | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Reduced
Change
−1.3M
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Reduced· Q1 2026 | – | −1.3M | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+1.1M
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +1.1M | – | Q1 2026 | |||||
|
Discovery Capital Management, LLC / Ct
· New
Change
+964K
Date
Q1 2026
|
Discovery Capital Management, LLC / Ct | New· Q1 2026 | – | +964K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−939K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −939K | – | Q1 2026 | |||||
|
Fourth Sail Capital LP
· Exited
Change
−758K
Δ Own
−100.0%
Date
Q1 2026
|
Fourth Sail Capital LP | Exited· Q1 2026 | – | −758K | −100.0% | Q1 2026 | |||||
|
Thomist Capital Management, LP
· Added
Change
+529K
Date
Q1 2026
|
Thomist Capital Management, LP | Added· Q1 2026 | – | +529K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Reduced
Change
−365K
Δ Own
−7.2%
Date
Q1 2026
|
Wellington Management Group LLP | Reduced· Q1 2026 | – | −365K | −7.2% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+307K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +307K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
Change
−293K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −293K | – | Q1 2026 | |||||
|
American Century Companies Inc
· Added
Change
+274K
Date
Q1 2026
|
American Century Companies Inc | Added· Q1 2026 | – | +274K | – | Q1 2026 | |||||
|
Dorsey Wright & Associates
· New
Change
+254K
Date
Q1 2026
|
Dorsey Wright & Associates | New· Q1 2026 | – | +254K | – | Q1 2026 | |||||
|
Connor, Clark & Lunn Investment Management Ltd.
· Exited
Change
−210K
Δ Own
−100.0%
Date
Q1 2026
|
Connor, Clark & Lunn Investment Management Ltd. | Exited· Q1 2026 | – | −210K | −100.0% | Q1 2026 | |||||
|
Envestnet Asset Management Inc
· New
Change
+210K
Date
Q1 2026
|
Envestnet Asset Management Inc | New· Q1 2026 | – | +210K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Donovan William Dean
· Director
Sell
−$384K
|
Donovan William Dean | Director | Sell | $7.67 | −50K | −$384K | 2.9M | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Donovan William Dean
· Director
Sell
−$377K
|
Donovan William Dean | Director | Sell | $7.54 | −50K | −$377K | 3.0M | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Donovan William Dean
· Director
Sell
−$366K
|
Donovan William Dean | Director | Sell | $7.33 | −50K | −$366K | 3.0M | – | May 12, 2026 | May 14, 2026 | |||||||||
|
Phillips Margain Guadalupe
· Director
3 operations
0
|
Phillips Margain Guadalupe | Director | 3 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Franke Brian H.
· Director
2 operations
0
|
Franke Brian H. | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Broderick Andrew S.
· Director
2 operations
0
|
Broderick Andrew S. | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Pace Stan L.
· Director
2 operations
0
|
Pace Stan L. | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Yanez Ricardo Maldonado
· Director
3 operations
0
|
Yanez Ricardo Maldonado | Director | 3 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Donovan William Dean
· Director
3 operations
0
|
Donovan William Dean | Director | 3 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Aspe Bernal Monica
· Director
2 operations
0
|
Aspe Bernal Monica | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Fernandez Fernandez Jose Luis
· Director
3 operations
0
|
Fernandez Fernandez Jose Luis | Director | 3 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Slowik John
· Director
2 operations
0
|
Slowik John | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Palomo Deneke Joaquin Alberto
· Director
2 operations
0
|
Palomo Deneke Joaquin Alberto | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Beltranena Mejicano Enrique Javier
· Director
2 operations
0
|
Beltranena Mejicano Enrique Javier | Director | 2 operations | – | 0 | – | 0 | – | Apr 28, 2026 | Apr 28, 2026 | |||||||||
|
Phillips Margain Guadalupe
· Director
2 operations
109K
|
Phillips Margain Guadalupe | Director | 2 operations | – | 109K | – | 57K | – | Apr 24, 2026 | Apr 28, 2026 | |||||||||
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88 reporting institutions disclosed VLRS 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.