12/31/10: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7809405-1609-8906&type=sect&TabIndex=2&companyid=2191&ppu=%252fDefault.aspx%253fcompanyid%253d21913/31/11: http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7852668-1609-8513&type=sect&TabIndex=2&companyid=2191&ppu=%252fDefault.aspx%253fcompanyid%253d2191okay, they own 3!!!??? shares ...They previously (12/31) were the 3rd biggest institutional owner with around 6% of the stock:Top Institutional HoldersHolder Shares % Out Value* ReportedDIMENSIONAL FUND ADVISORS LP 144,426 6.33 4,404,993 Dec 31, 2010LONDON COMPANY, (THE) 138,193 6.06 4,214,886 Dec 31, 2010Markel Corporation 228,850 10.04 6,979,925 Dec 31, 2010I don't see any indication (yet) of who might have bought the stock. Also not clear on how soon they might after to report. London reported on 4/8 their position as of 3/31 If you want to watch the filings, try here:http://yahoo.brand.edgar-online.com/default.aspx?companyid=2191
Today's 8k indicates shares outstanding decreased by 126.5k. Maybe the company bought London Company's position. There were only 2 days with volume over 40k in the month, none over 50k. I would think they would have had to use an exchange.Details should be coming in 10q.
Yeah, I see what you mean. Thanks for the tip. Well I need to get my mind around all the latest numbers, but on that one point, buying shares at 31-32 sounds like it probably helps address my dividend concern.Sounds a little puzzling if they bought that large a position thru the exchanges in dribs and drabs, but better weird than not at all.
Interesting. I gotta get on those filings.Could be that's where all the selling volume's been coming from. I wonder what their thinking is. Just the "housing has another dip a-comin --> dead money" line, or something more specific?Trading-wise, if it's just one seller who's been so eager to make 100% sure they get 31 (not 35 or 38, oh no), the selling pressure let-up "should be" good for the price in the short term.
... and up it has moved!