Q1  2024 |
≡ |
John Armitage - Egerton Capital |
Add 7.38% |
342,982 |
0.60 |
≡ |
Daniel Loeb - Third Point |
Add 21.43% |
900,000 |
2.09 |
≡ |
Chase Coleman - Tiger Global Management |
Add 29.46% |
1,438,600 |
1.42 |
≡ |
Viking Global Investors |
Add 40.02% |
1,972,702 |
1.33 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 17.80% |
1,248,291 |
1.26 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 17.77% |
971,308 |
1.38 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 13.13% |
188,564 |
0.66 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 10.83% |
78,244 |
0.69 |
≡ |
AltaRock Partners |
Reduce 5.19% |
230,174 |
0.89 |
≡ |
Polen Capital Management |
Reduce 5.14% |
1,864,696 |
0.78 |
≡ |
Torray Funds |
Reduce 3.51% |
2,962 |
0.08 |
≡ |
David Tepper - Appaloosa Management |
Reduce 3.09% |
122,000 |
0.33 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.73% |
3,461 |
0.07 |
≡ |
Mairs & Power Growth Fund |
Reduce 0.57% |
10,000 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.50% |
5,453 |
0.02 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 0.31% |
1,525 |
0.08 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
30,000 |
4.82 |
Q4  2023 |
≡ |
Thomas Gayner - Markel Group |
Add 0.29% |
5,800 |
0.01 |
≡ |
Torray Funds |
Add 0.71% |
593 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.65% |
50,515 |
0.16 |
≡ |
David Tepper - Appaloosa Management |
Add 5.33% |
200,000 |
0.54 |
≡ |
Chase Coleman - Tiger Global Management |
Add 24.08% |
947,440 |
1.02 |
≡ |
John Armitage - Egerton Capital |
Add 826.28% |
4,147,308 |
6.82 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
30,000 |
4.82 |
≡ |
Viking Global Investors |
Reduce 43.66% |
3,820,344 |
2.13 |
≡ |
Triple Frond Partners |
Reduce 24.73% |
178,035 |
3.22 |
≡ |
Mairs & Power Growth Fund |
Reduce 11.75% |
232,000 |
0.70 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 11.45% |
62,790 |
2.95 |
≡ |
Daniel Loeb - Third Point |
Reduce 10.26% |
480,000 |
1.11 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.78% |
104,627 |
0.27 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 7.24% |
56,394 |
0.45 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.25% |
15,000 |
0.26 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 5.61% |
417,214 |
0.36 |
≡ |
AltaRock Partners |
Reduce 3.60% |
165,600 |
0.56 |
≡ |
Polen Capital Management |
Reduce 3.00% |
1,122,214 |
0.41 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.27% |
1,630 |
0.03 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
44,000 |
0.01 |
Q3  2023 |
≡ |
Thomas Gayner - Markel Group |
Add 0.30% |
6,100 |
0.01 |
≡ |
Dodge & Cox |
Add 0.54% |
61,100 |
0.01 |
≡ |
Torray Funds |
Add 1.75% |
1,442 |
0.03 |
≡ |
Chase Coleman - Tiger Global Management |
Add 6.49% |
239,760 |
0.22 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 11.63% |
569,245 |
0.70 |
≡ |
Daniel Loeb - Third Point |
Add 14.15% |
580,000 |
1.14 |
≡ |
David Tepper - Appaloosa Management |
Add 18.58% |
587,500 |
1.47 |
≡ |
Viking Global Investors |
Add 98.80% |
4,348,680 |
2.25 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
44,000 |
0.01 |
≡ |
John Armitage - Egerton Capital |
Buy |
501,926 |
0.74 |
≡ |
Hillman Value Fund |
Reduce 29.31% |
17,000 |
1.07 |
≡ |
Polen Capital Management |
Reduce 11.47% |
4,846,037 |
1.62 |
≡ |
AltaRock Partners |
Reduce 9.92% |
506,547 |
1.61 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 9.70% |
798,470 |
0.64 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 7.34% |
94,375 |
0.21 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 5.22% |
551,000 |
0.02 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.94% |
81,000 |
0.23 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 3.40% |
48,807 |
0.15 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.46% |
593 |
0.01 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 0.46% |
3,564 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Sell 100.00% |
1,600 |
0.03 |
≡ |
Seth Klarman - Baupost Group |
Sell 100.00% |
963,946 |
2.27 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
1,365,000 |
3.53 |
Q2  2023 |
≡ |
Dodge & Cox |
Add 0.36% |
41,500 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.47% |
9,500 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.05% |
1,341 |
0.02 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 20.00% |
40,000 |
0.64 |
≡ |
David Tepper - Appaloosa Management |
Add 58.13% |
1,162,500 |
2.81 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 857.39% |
700,491 |
5.09 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
1,600 |
0.03 |
≡ |
Seth Klarman - Baupost Group |
Buy |
963,946 |
2.27 |
≡ |
Daniel Loeb - Third Point |
Buy |
4,100,000 |
7.83 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 61.85% |
5,989,891 |
6.53 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 44.70% |
1,103,314 |
2.85 |
≡ |
Viking Global Investors |
Reduce 42.30% |
3,226,907 |
1.73 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.88% |
1,709,767 |
2.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 15.63% |
500 |
0.00 |
≡ |
AltaRock Partners |
Reduce 12.93% |
758,170 |
2.37 |
≡ |
Polen Capital Management |
Reduce 5.88% |
2,638,569 |
0.85 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 4.50% |
60,599 |
0.13 |
≡ |
Torray Funds |
Reduce 2.83% |
2,393 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 2.71% |
39,990 |
0.11 |
≡ |
Mairs & Power Growth Fund |
Reduce 1.91% |
40,000 |
0.11 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 1.14% |
6,345 |
0.30 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.33% |
27,158 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
6,777,831 |
3.02 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
694,966 |
4.49 |
Q1  2023 |
≡ |
Thomas Gayner - Markel Group |
Add 0.58% |
11,500 |
0.02 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 2.51% |
2,000 |
0.09 |
≡ |
Bill Miller - Miller Value Partners |
Add 3.49% |
23,426 |
0.15 |
≡ |
AltaRock Partners |
Add 3.91% |
220,581 |
0.62 |
≡ |
Christopher Davis - Davis Advisors |
Add 6.12% |
475,823 |
0.33 |
≡ |
Mairs & Power Growth Fund |
Add 7.00% |
137,000 |
0.31 |
≡ |
Chase Coleman - Tiger Global Management |
Add 12.74% |
1,094,790 |
1.03 |
≡ |
Dodge & Cox |
Add 20.51% |
1,936,700 |
0.23 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 21.23% |
432,314 |
0.99 |
≡ |
Triple Frond Partners |
Add 24.31% |
140,800 |
2.12 |
≡ |
Polen Capital Management |
Add 27.70% |
9,734,356 |
2.65 |
≡ |
David Tepper - Appaloosa Management |
Add 33.33% |
500,000 |
2.79 |
≡ |
Hillman Value Fund |
Add 38.10% |
16,000 |
0.86 |
≡ |
David Katz - Matrix Asset Advisors |
Add 110.05% |
66,992 |
1.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
3,200 |
0.01 |
≡ |
Viking Global Investors |
Reduce 38.89% |
4,853,738 |
2.36 |