Follow-The-Filings

Security

POOL

Pool Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 4 new 2 exits max 1.0% (Francis Chou - Chou Assoc...)

grid → activity →
owners 15
max % 1.0%
tracked value $1.4B
qoq N 4 A 5 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Francis Chou - Chou Associates Management Inc. 2026 Q1 1.0% — 10,636 $2M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.2% New 0.2% 15,000 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% New 0.1% 356,743 $72M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 280,710 $57M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -39.3% 234,596 $47M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +18.4% 76,232 $15M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +31.0% 461,536 $93M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +3754.5% 177,926 $36M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +10.6% 70,716 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.4% 3,913,575 $895M hist
Norges Bank 2025 Q4 stale 0.0% Add +9.5% 426,717 $98M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -48.1% 354,612 $72M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -79.5% 46,754 $9M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -32.2% 6,547 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 19 $4 hist
Warren Buffett - Berkshire Hathaway Inc. exited 2026 Q1 last 2025 Q4 0.3% Exit -0.26 pp 3,068,885 $702M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 16,621 $4M hist

15 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.21B $5.31B $5.29B
Gross profit $369.76M $1.58B $1.57B
Gross margin * 30.6% 29.7% 29.7%
Net income $101.7M $434.32M $406.4M
Net margin * 8.4% 8.2% 7.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.82B $1.73B $1.97B
Total non-current assets * $1.61B $1.64B $1.66B
Total assets $3.43B $3.37B $3.63B
Total current liabilities $770.77M $844.19M $880.28M
Total non-current liabilities * $1.34B $1.25B $1.56B
Total equity $1.31B $1.27B $1.19B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $888.23M $659.19M $365.85M
Cash from investing -$71.6M -$66.17M -$67.79M
Cash from financing -$798.13M -$576.55M -$273.38M
Net change in cash $20.95M $11.32M $27.1M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders