Philosophy Capital Management LLC

Position in CPAY — Corpay, Inc.

CIK 1869199 Alamo, CA

Position in CPAY

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

Position Value

$34,758,464

+$1,443,106 QoQ

Shares Held

119,449

+7.9% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

4.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

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

Technology · as of Mar 31, 2026

Philosophy Capital Management LLC holds $76,884,764 across 3 Software - Infrastructure names. CPAY ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPAY	Corpay, Inc. This page	119,449	$34,758,464
2	MSFT	Microsoft Corp	90,000	$33,315,300
3	NN	Nextnav Inc.	550,000	$8,811,000

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,758,464	119,449	+7.9%	Shares	Sole	2026-05-15
2025-12-31	$33,315,358	110,708	+25.5%	Shares	Sole	2026-02-17
2025-09-30	$25,410,636	88,213	+39.5%	Shares	Sole	2025-11-14
2025-06-30	$20,975,337	63,213	+24.6%	Shares	Sole	2025-08-14
2025-03-31	$17,684,637	50,713	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$17,263,142	51,011	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$15,938,875	50,962	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.