CORPAY INC

Ticker: CPAY CUSIP: 219948106 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (74)

Increased Positions (218)

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Value ($000) $249,772 (+104.0%) Shares 830,000 (+95.3%)
Sellaronda Global Management LP
Value ($000) $18,959 (+25.4%) Shares 63,000 (+20.0%)
Orbis Allan Gray Ltd
Value ($000) $1,501,029 (+26.2%) Shares 4,987,968 (+20.8%)
HAWK RIDGE CAPITAL MANAGEMENT LP
Value ($000) $132,957 (+25.0%) Shares 441,820 (+19.6%)
Vantage Investment Partners, LLC
Value ($000) $50,254 (+33.4%) Shares 166,994 (+27.7%)
Petrus Trust Company, LTA
Value ($000) $71,380 (+12.4%) Shares 237,197 (+7.6%)
Heron Bay Capital Management
Value ($000) $10,747 (+86.9%) Shares 35,712 (+78.9%)
Sapience Investments, LLC
Value ($000) $618 (+42.7%) Shares 2,052 (+36.6%)
Generate Investment Management Ltd
Value ($000) $36,112 (+67.1%) Shares 120,000 (+60.0%)
Philosophy Capital Management LLC
Value ($000) $33,315 (+31.1%) Shares 110,708 (+25.5%)
MERIDIAN MANAGEMENT CO
Value ($000) $6,649 (+22.7%) Shares 22,095 (+17.5%)
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Value ($000) $210,493 (+9.4%) Shares 699,476 (+4.7%)
SPX Gestao de Recursos Ltda
Value ($000) $8,805 (+53.1%) Shares 29,260 (+46.6%)
Taikang Asset Management (Hong Kong) Co Ltd
Value ($000) $11,743 (+23.6%) Shares 39,021 (+18.3%)
ANCHOR CAPITAL ADVISORS LLC
Value ($000) $37,535 (+11.7%) Shares 124,731 (+6.9%)
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Value ($000) $13,709 (+49.6%) Shares 45,554 (+43.2%)
Moran Wealth Management, LLC
Value ($000) $6,405 (+125.6%) Shares 21,283 (+116.0%)
THOMPSON SIEGEL & WALMSLEY LLC
Value ($000) $60 (+11.6%) Shares 199,909 (+6.8%)
Gibraltar Capital Management, Inc.
Value ($000) $6,419 (+7.5%) Shares 21,331 (+2.9%)
INCEPTIONR LLC
Value ($000) $1,454 (+33.3%) Shares 4,832 (+27.6%)

Decreased Positions (227)

Incline Global Management LLC
Value ($000) $8,079 (-47.2%) Shares 26,847 (-49.5%)
BloombergSen Inc.
Value ($000) $101,614 (-3.0%) Shares 337,666 (-7.2%)
Provident Investment Management, Inc.
Value ($000) $54,285 (+0.1%) Shares 180,391 (-4.2%)
LYRICAL ASSET MANAGEMENT LP
Value ($000) $203,340 (+0.0%) Shares 675,704 (-4.3%)
Premier Fund Managers Ltd
Value ($000) $39 (-23.7%) Shares 126,413 (-26.1%)
Hendershot Investments Inc.
Value ($000) $13,184 (-11.6%) Shares 43,812 (-15.4%)
CEERA INVESTMENTS, LLC
Value ($000) $5,439 (+0.9%) Shares 18,074 (-3.5%)
Mawer Investment Management Ltd.
Value ($000) $189,638 (-11.3%) Shares 630,173 (-15.1%)
Zimmer Partners, LP
Value ($000) $15,648 (-46.1%) Shares 52,000 (-48.4%)
L2 Asset Management, LLC
Value ($000) $5,787 (-16.0%) Shares 19,231 (-19.6%)
Boston Partners
Value ($000) $554,879 (-15.4%) Shares 1,836,891 (-19.3%)
Livforsakringsbolaget Skandia, Omsesidigt
Value ($000) $2,769 (-70.5%) Shares 9,200 (-71.8%)
Birch Capital Management, LLC
Value ($000) $1,978 (-9.4%) Shares 6,572 (-13.3%)
WILKINS INVESTMENT COUNSEL INC
Value ($000) $10,232 (-1.2%) Shares 34,001 (-5.4%)
Select Equity Group, L.P.
Value ($000) $337,621 (+1.3%) Shares 1,121,925 (-3.1%)
CenterBook Partners LP
Value ($000) $1,346 (-78.0%) Shares 4,473 (-78.9%)
CLOVERFIELDS CAPITAL GROUP, LP
Value ($000) $5,057 (+0.7%) Shares 16,804 (-3.6%)
TIGER GLOBAL MANAGEMENT LLC
Value ($000) $527,273 (+3.3%) Shares 1,752,146 (-1.1%)
Prana Capital Management, LP
Value ($000) $17,579 (-14.1%) Shares 58,415 (-17.8%)
SOROS CAPITAL MANAGEMENT LLC
Value ($000) $3,499 (-7.6%) Shares 11,626 (-11.6%)

Exited Positions (105)