Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$101M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
StarboardⓘTrim-52.7%$70M1.54%Activist / Public pressure
SoutheasternⓘTrim-50.88%$31M1.62%Deep value / Concentrated
What managers sayⓘ
2026-06-30Southeastern Asset ManagementBull2Q26 Small-Cap Fund CommentaryDetail →
2026-06-30Southeastern Asset ManagementBull2Q26 Partners Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementBull1Q26 Small-Cap Fund CommentaryDetail →
2026-02-17Starboard Value LPBullStarboard Value LP Letter to TRIP Board & CEODetail →
2025-09-30Southeastern Asset ManagementBull3Q25 Small-Cap Fund CommentaryDetail →
2025-08-01Southeastern Asset ManagementBullResearch Perspectives – August 2025Detail →
2025-01-01Starboard Value LPBull2025 Active-Passive Investor Summit – Tripadvisor, Inc.Detail →
2025-01-01Starboard Value LPBull2025 Active-Passive Investor Summit – Starboard Value LPDetail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 20% · latest net margin 2.1% · FCF consistently positive
Revenue$1.89B
Rev. YoY+3.1%
Gross margin92.3%
Net margin2.1%
Net income$0.04B
Free cash flow$0.16B
Operating cash flow$0.24B
ROE6.2%