Institutional Holders (2026 Q2)
352 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SARO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Carlyle Group Inc. | 25.30% | 84,587,035 | $2.53B |
| 2 | Mountaineer Partners Management, LLC | 10.52% | 464,595 | $13.9M |
| 3 | Verbena Value LP | 7.52% | 1,521,900 | $45.5M |
| 4 | EVR Research LP | 5.67% | 384,000 | $11.5M |
| 5 | M.D. Sass, LLC | 4.59% | 2,346,749 | $70.2M |
| 6 | Expect Equity LLC | 2.34% | 121,378 | $3.6M |
| 7 | River Road Asset Management, LLC | 2.19% | 6,581,400 | $196.8M |
| 8 | Findlay Park Partners LLP | 2.03% | 5,032,523 | $150.5M |
| 9 | Scholtz & Company, LLC | 1.98% | 132,404 | $4.0M |
| 10 | Renaissance Capital LLC | 1.92% | 116,429 | $3.5M |
| 11 | Sirios Capital Management L P | 1.86% | 512,390 | $15.3M |
| 12 | Trinity Street Asset Management LLP | 1.46% | 949,492 | $28.4M |
| 13 | Mar Vista Investment Partners LLC | 1.27% | 427,847 | $12.8M |
| 14 | Kirr Marbach & Co LLC /In/ | 1.16% | 230,053 | $6.9M |
| 15 | Burkehill Global Management, LP | 1.08% | 1,000,000 | $29.9M |
| 16 | 2Xideas AG | 1.06% | 82,726 | $2.5M |
| 17 | SeaBridge Investment Advisors LLC | 0.98% | 225,832 | $6.8M |
| 18 | Davidson Investment Advisors | 0.89% | 731,491 | $21.9M |
| 19 | Kennedy Capital Management LLC | 0.84% | 1,578,131 | $47.2M |
| 20 | Allspring Global Investments Holdings, LLC | 0.70% | 15,225,314 | $456.8M |
| 21 | Burling Wealth Partners, LLC | 0.68% | 154,554 | $4.6M |
| 22 | ArrowMark Colorado Holdings LLC | 0.65% | 524,408 | $15.7M |
| 23 | Zimmer Partners, LP | 0.64% | 930,200 | $27.8M |
| 24 | Seven Grand Managers, LLC | 0.60% | 500,000 | $15.0M |
| 25 | Earnest Partners LLC | 0.55% | 5,058,565 | $151.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|