Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: +$1.23M (9 inflow days, 11 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 50.8% of shares outstanding.
Reported short interest has fallen from 4.01% to 2.64% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, LLC | Mutual Fund | 2026/Q3 | +197,897 | 0.8% |
| First Manhattan Co. LLC | Mutual Fund | 2026/Q3 | +3,256,970 | 12.4% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +2,033,038 | 7.7% |
| Encompass Capital Advisors LLC | Hedge Fund | 2026/Q3 | +1,858,313 | 7.1% |
| Horizon Kinetics Holding Corporation | Mutual Fund | 2026/Q3 | +1,684,213 | 6.4% |
| Merewether Investment Management LP | Hedge Fund | 2026/Q3 | +873,238 | 3.3% |
| Eagle Global Advisors, LLC | Mutual Fund | 2026/Q3 | +700,000 | 2.7% |
| BlackRock | Mutual Fund | 2026/Q3 | +605,848 | 2.3% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +549,394 | 2.1% |
| Yaupon Capital Management LP | Hedge Fund | 2026/Q3 | +535,716 | 2.0% |
| CIBC World Markets Corp. | Private Company | 2026/Q3 | +504,105 | 1.9% |
| Schwartz Investment Counsel, Inc. | Mutual Fund | 2026/Q3 | +488,115 | 1.9% |
| Cushing Asset Management, LP | Mutual Fund | 2026/Q3 | +470,000 | 1.8% |
| Cliffwater LLC | Mutual Fund | 2026/Q3 | +382,670 | 1.5% |
| Covalis Capital LLP | Hedge Fund | 2026/Q3 | +271,486 | 1.0% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 9 Sep 2026 | Neal Shah | President | Other Acquisition | +47,619 | – | 47,619 |
| 9 Sep 2026 | Michael Wallace | Director | Other Acquisition | +7,244 | – | 7,244 |
| 9 Sep 2026 | Stephanie Reed | Independent Director | Other Acquisition | +7,534 | – | 7,534 |
| 9 Sep 2026 | Raj Kumar | Independent Director | Other Acquisition | +7,824 | – | 7,824 |
| 9 Sep 2026 | Robert Hunt | General Counsel | Other Acquisition | +27,473 | – | 27,473 |
| 9 Sep 2026 | Jeff Lott | Director | Other Acquisition | +7,244 | – | 7,244 |
| 9 Sep 2026 | Richard Coats | Chairperson | Other Acquisition | +7,244 | – | 7,244 |
| 9 Sep 2026 | James Nelson | Independent Director | Other Acquisition | +7,534 | – | 7,534 |
| 23 Jul 2026 | Neal Shah | President | Sale to Issuer | -498,470 | $22.32 | 784,774 |
| 23 Jul 2026 | Neal Shah | President | Other Acquisition | +1,283,244 | – | 784,774 |
| 23 Jul 2026 | Robert Hunt | General Counsel | Sale to Issuer | -203,491 | $22.32 | 330,022 |
| 23 Jul 2026 | Robert Hunt | General Counsel | Other Acquisition | +533,513 | – | 330,022 |
| 23 Jul 2026 | Gregory Pipkin | Chief Executive Officer | Sale to Issuer | -498,469 | $22.32 | 784,775 |
| 23 Jul 2026 | Gregory Pipkin | Chief Executive Officer | Other Acquisition | +1,283,244 | – | 784,775 |
| 14 May 2026 | TCW Group, Inc. | Initial Statement of Beneficial | +0 | – | 4,560,688 | |
| 14 May 2026 | Warren Equipment Company | Private Acquisition | +50,000 | $18.50 | 50,000 | |
| 14 May 2026 | Michael Wallace | Director | Private Acquisition | +250,000 | $18.50 | 250,000 |
| 14 May 2026 | Stephanie Reed | Independent Director | Private Acquisition | +13,513 | $18.50 | 13,513 |
| 14 May 2026 | Raj Kumar | Independent Director | Private Acquisition | +5,405 | $18.50 | 5,405 |
| 14 May 2026 | Jeff Lott | Director | Private Acquisition | +250,000 | $18.50 | 250,000 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 696,189 | 2.6% | 5.7 |
| 31 Aug 2026 | 656,126 | 2.5% | 5.0 |
| 14 Aug 2026 | 710,382 | 2.7% | 2.8 |
| 31 Jul 2026 | 937,703 | 3.8% | 6.0 |
| 15 Jul 2026 | 862,105 | 3.5% | 4.9 |
| 30 Jun 2026 | 981,691 | 4.0% | 3.3 |
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