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Breakdown13F · Form 4
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 118.29M · Float 97.96M · 82.8% free float
Institutions13F, as of Jun 30, 2026
317 holders · 123.57M shares · 57 new positions · 156 increased · 103 reduced · 42 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 18.33M | 15.50% | +679.1K | Aug 7, 2026 |
| Coliseum Capital Management, LLC | 18.07M | 15.28% | 0 | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 9.19M | 7.77% | +464.2K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.15M | 4.36% | −65.7K | Aug 13, 2026 |
| State Street Corp | 4.79M | 4.05% | +197.1K | Aug 7, 2026 |
| Arrowstreet Capital, Limited Partnership | 3.31M | 2.80% | +3.7K | Aug 13, 2026 |
| Geode Capital Management, LLC | 3.15M | 2.66% | +166.9K | Aug 12, 2026 |
| Jacobs Levy Equity Management, Inc | 3.10M | 2.62% | +70.3K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Coliseum Capital Management, LLCincl. Christopher Shackelton, Coliseum Capital, LLC +3 more | 15.30% | 18.07M | 13D | Aug 3, 2026 ↗ |
| BlackRock, Inc. | 14.20% | 17.11M | 13G | Oct 17, 2025 ↗ |
| Vanguard Portfolio Management | 7.29% | 8.82M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.06% | 6.12M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Coliseum Capital Management, LLC | 10 percent owner | 18.07M | 15.28% | Mar 17, 2026 |
| Edward P. Lazarus | officer: Chief Legal Officer | 497.4K | 0.42% | Aug 17, 2026 |
| Nicholas Millington | officer: Chief Innovation Officer | 437.9K | 0.37% | Aug 19, 2025 |
| Thomas Conrad | director, officer: Chief Executive Officer | 353.4K | 0.30% | Aug 17, 2026 |
| Saori Casey | officer: Chief Financial Officer | 220.8K | 0.19% | Aug 17, 2026 |
| Julius Genachowski | director | 146.3K | 0.12% | Jul 30, 2026 |
| Karen Boone | director | 94.3K | 0.08% | Mar 6, 2026 |
| Shamayne Braman | officer: Chief People Officer | 62.6K | 0.05% | May 19, 2025 |
| Bracken Darrell | director | 62.2K | 0.05% | Mar 6, 2026 |
| Joanna Coles | director | 48.2K | 0.04% | Mar 6, 2026 |
3 ten-percent owners hold 39.96M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 12 people have not refiled in the last 18 months (2.18M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 29, 2026 | Julius Genachowskidirector | Sale | 19,855 | $17.00 | 53,775 |
| Jul 28, 2026 | Julius Genachowskidirector | Sale | 19,855 | $16.50 | 53,775 |
| May 6, 2026 | Carmine Arabiadirector | Purchase | 50 | $14.49 | 14,364 |
| Mar 13, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 90,000 | $13.20 | 17,931,842 |
| Mar 16, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 13,920 | $13.25 | 17,945,762 |
| Mar 17, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 125,000 | $13.57 | 18,070,762 |
| Mar 9, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 420,000 | $13.95 | 17,341,842 |
| Mar 10, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 320,000 | $14.19 | 17,661,842 |
| Mar 11, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 180,000 | $14.22 | 17,841,842 |
| Feb 23, 2026 | Coliseum Capital Management, LLC10 percent owner | Purchase | 360,000 | $14.90 | 16,670,563 |
CongressHouse and Senate disclosures
Not reported.