HAWK RIDGE CAPITAL MANAGEMENT LP

Position in CPAY — Corpay, Inc.

CIK 1609074 LOS ANGELES, CA

Position in CPAY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$183,883,722

+$29,024,664 QoQ

Shares Held

551,756

+3.7% QoQ

Ownership

0.840%

of shares outstanding

% of Portfolio

5.90%

of 13F equity value

Holder Rank

#24

of 731 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HAWK RIDGE CAPITAL MANAGEMENT LP holds $434,902,345 across 5 Software - Infrastructure names. CPAY ranks #2 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSN	Verisign Inc/Ca	798,295	$200,819,090
2	CPAY	Corpay, Inc. This page	551,756	$183,883,722
3	WEX	WEX Inc.	245,411	$34,625,037
4	AEVA	Aeva Technologies, Inc.	416,800	$11,970,496
5	AIB	AIB Data Centers Inc.	1,700,000	$3,604,000

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,883,722	551,756	+3.7%	Shares	Sole	2026-08-14
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.