SEC 13F Intelligence

Cat Rock Capital Management LP / LRN

Cat Rock Capital Management LP’s Stride Inc Position

Does Cat Rock Capital Management LP own Stride Inc (LRN)? Yes — 261.6K shares worth $23M (+3.58% of its 13F portfolio) as of Q1 2026, up from 195.7K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
261.6K
% of Portfolio
+3.58%
Quarters Held
8
currently held

Position History LRN

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $5MQ1 ’24Q4 ’24: $37MQ4 ’24Q1 ’25: $27MQ1 ’25Q2 ’25: $24MQ2 ’25Q3 ’25: $30MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026261.6K$23M+3.58%
Q4 2025195.7K$13M+1.82%
Q3 2025203.6K$30M+3.74%
Q2 2025165.9K$24M+3.03%
Q1 2025217.3K$27M+3.65%
Q4 2024353.1K$37M+4.80%
Q1 202478.0K$5M+0.56%
Q4 202335.0K$2M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cat Rock Capital Management LP’s full portfolio or all institutional holders of LRN.