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SITE Siteone Landscape Supply Inc.

Consumer Discretionary, filed as SITEONE LANDSCAPE SUPPLY INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.4%
  • $232M
  • 1 exit 1 small

In 2026 Q2 Francois Rochon sold out of Siteone Landscape Supply.

Who owns this now

Largest portfolio weights among holders, up to 0.4% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Reduce 0.35%

Who owns SITE

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.35%, was 0.83% Small trim −1.5% 2,028,799 $232M History
Francois Rochon, Giverny Capital exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 3,753 $500K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SITE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SITE insider trades
  • $1.5M bought by 2 insiders
  • $537K sold by 2 insiders outside a trading plan
  • $128K sold by 1 insider under 10b5-1 plans
  1. Doug Black CEO
    Buy
    $481K 5,000 shares at $96.13 +63% to stake
    Traded Aug 26 Filed Aug 28
  2. Doug Black CEO
    Buy
    $816K 8,000 shares at $102.04 New stake
    Traded Aug 4 Filed Aug 6
  3. Fred M Diaz Director
    Planned sale
    $128K 1,125 shares at $113.83 9.1% of stake
    Traded May 27–28 Filed May 29
  4. Daniel T. Laughlin SVP, Strategy & Development
    Buy
    $247K 2,000 shares at $123.60 New stake
    Traded May 6 Filed May 8
  5. Eric J Elema CFO
    Sale
    $279K 1,765 shares at $158.01 38% of stake
    Traded Feb 13 Filed Feb 17
  6. John T Guthrie CFO
    Sale
    $258K 1,915 shares at $134.83 12% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025

Also filed in the last 12 months, not counted as buying or selling: 28 option exercises, 23 share withholdings for taxes, 5 gifts, and 4 stock grants.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
SCHEDULE 13G/A —
10-Q
8-K 2.02,9.01
8-K 5.07
SCHEDULE 13G —
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
8-K 1.01,2.03,9.01
DEF 14A
DEFA14A
8-K 5.02,8.01,9.01
SCHEDULE 13G/A —
10-K
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.01B $4.54B $4.7B
Gross profit $1.42B $1.56B $1.64B
Gross margin * 35.4% 34.4% 34.8%
Net income $245.4M $123.6M $151.8M
Net margin * 6.1% 2.7% 3.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.32B $1.55B $1.7B
Total non-current assets * $1.21B $1.52B $1.52B
Total assets $2.53B $3.07B $3.22B
Total current liabilities $559.8M $640.8M $686.8M
Total non-current liabilities * $671.2M $838.1M $849.6M
Total equity $1.3B $1.57B $1.66B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $217.2M $283.4M $300.5M
Cash from investing -$284.4M -$177.1M -$83.4M
Cash from financing $43.4M -$80.9M -$134.6M
Net change in cash -$24.6M $24.6M $83.5M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.