Leading-edge spending is landing in filtration and contamination control: Advanced Purity Solutions sales rose 31.3% year over year. Entegris guided fourth-quarter non-GAAP EPS to $1.32 to $1.40, above where it just landed, with a Capital Markets Day on November 9.
Latest Activity
Fastenal is handing shareholders about $298.3 million, 26 cents a share, with the money arriving November 25. Prospect Capital and Entegris are paying out too, but together they total less than $34 million.
- BROBrown & Brown, Inc. Common Stock (BRO)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Buy$1K – $15KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$15K – $50KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Sell$100K – $250KAug 25
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 14
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 12
- C.H. Robinson Worldwide, Inc. -Buy$1K – $15KAug 5
Nearly every position got liquidated on a single day, August 25, in a filing that spans 78 trades across industrials, insurance, semis and freight. The largest exits ran into the $250,000 to $500,000 band, and small purchases earlier in the month were reversed within weeks. This reads as broad de-risking.
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