HAWK RIDGE CAPITAL MANAGEMENT LP

Position in CPAY — Corpay, Inc.

CIK 1609074 LOS ANGELES, CA

Position in CPAY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$154,859,058

+$21,902,166 QoQ

Shares Held

532,180

+20.5% QoQ

Ownership

0.814%

of shares outstanding

% of Portfolio

6.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

HAWK RIDGE CAPITAL MANAGEMENT LP holds $413,960,666 across 4 Software - Infrastructure names. CPAY ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSN	Verisign Inc/Ca	915,012	$227,252,380
2	CPAY	Corpay, Inc. This page	532,180	$154,859,058
3	WEX	WEX Inc.	163,471	$25,017,601
4	TOST	Toast, Inc.	257,700	$6,831,627

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$154,859,058	532,180	+20.5%	Shares	Sole	2026-05-15
2025-12-31	$132,956,892	441,820	+19.6%	Shares	Sole	2026-02-17
2025-09-30	$106,380,558	369,300	+185.7%	Shares	Sole	2025-11-14
2024-09-30	$40,428,608	129,264	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$33,506,652	125,771	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.