Q1  2024 |
≡ |
Daniel Loeb - Third Point |
Add 6.55% |
76,000 |
0.47 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.74% |
7,888 |
0.16 |
≡ |
Thomas Gayner - Markel Group |
Add 1.13% |
3,000 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.58% |
29,157 |
0.06 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.54% |
40,334 |
0.31 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 9.09% |
10,000 |
0.53 |
≡ |
Dodge & Cox |
Reduce 11.55% |
340,600 |
0.15 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 12.43% |
23,425 |
0.55 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 12.49% |
5,966 |
0.35 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 12.79% |
91,003 |
1.38 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.86% |
16,198 |
1.56 |
≡ |
John Armitage - Egerton Capital |
Reduce 19.98% |
359,908 |
1.69 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 22.20% |
878,788 |
2.39 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 25.61% |
98,907 |
5.58 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.61% |
735,911 |
2.82 |
≡ |
First Eagle Investment Management |
Reduce 36.63% |
2,054,359 |
2.27 |
≡ |
David Tepper - Appaloosa Management |
Reduce 39.32% |
727,500 |
5.28 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 48.00% |
6,000 |
0.48 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 50.90% |
158,297 |
1.49 |
≡ |
Viking Global Investors |
Reduce 75.53% |
2,259,650 |
4.07 |
≡ |
Hillman Value Fund |
Sell 100.00% |
17,364 |
2.75 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Sell 100.00% |
21,600 |
0.52 |
Q4  2023 |
≡ |
Daniel Loeb - Third Point |
Add 5.45% |
60,000 |
0.32 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 3.40% |
94,625 |
0.29 |
≡ |
Thomas Gayner - Markel Group |
Add 2.24% |
5,800 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.94% |
5,483 |
0.09 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.15% |
7,439 |
0.01 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 0.49% |
928 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 0.99% |
56,354 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.64% |
796 |
0.04 |
≡ |
Viking Global Investors |
Reduce 2.14% |
65,389 |
0.08 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.13% |
100,000 |
0.63 |
≡ |
Hillman Value Fund |
Reduce 10.95% |
2,136 |
0.34 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.75% |
106,432 |
0.63 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 16.08% |
1,430,767 |
3.60 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 17.70% |
83,051 |
3.78 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 19.05% |
931,254 |
1.86 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 19.35% |
3,000 |
0.18 |
≡ |
John Armitage - Egerton Capital |
Reduce 20.46% |
463,330 |
1.78 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 23.36% |
216,924 |
2.39 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 26.14% |
70,200 |
7.19 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 26.27% |
36,390 |
3.52 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 30.48% |
98,080 |
1.10 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 47.01% |
275,906 |
2.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
27,035 |
0.02 |
Q3  2023 |
≡ |
David Tepper - Appaloosa Management |
Add 29.78% |
447,500 |
2.65 |
≡ |
John Armitage - Egerton Capital |
Add 22.36% |
413,823 |
1.44 |
≡ |
Viking Global Investors |
Add 17.82% |
462,474 |
0.57 |
≡ |
Chase Coleman - Tiger Global Management |
Add 3.86% |
330,800 |
0.73 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.30% |
18,734 |
0.13 |
≡ |
Thomas Gayner - Markel Group |
Add 2.41% |
6,100 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.98% |
2,741 |
0.04 |
≡ |
Dodge & Cox |
Add 0.49% |
14,300 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,779,103 |
8.04 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,100,000 |
5.08 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
27,035 |
0.02 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 0.19% |
517 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.95% |
464 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 1.12% |
64,092 |
0.05 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.70% |
8,943 |
0.09 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.06% |
1,000 |
0.05 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.34% |
75,957 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 10.20% |
12,500 |
0.47 |
≡ |
Terry Smith - Fundsmith |
Reduce 11.44% |
646,992 |
0.88 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 14.46% |
826,411 |
1.56 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.19% |
28,755 |
2.07 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 18.42% |
209,652 |
2.08 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 18.92% |
44,198 |
0.78 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 25.09% |
157,115 |
6.16 |
≡ |
Hillman Value Fund |
Reduce 29.09% |
8,000 |
1.19 |
Q2  2023 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 452.45% |
191,275 |
3.05 |
≡ |
David Tepper - Appaloosa Management |
Add 114.64% |
802,500 |
4.27 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 75.61% |
9,300 |
0.17 |
≡ |
Chase Coleman - Tiger Global Management |
Add 14.86% |
1,108,025 |
2.66 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.16% |
16,237 |
0.24 |
≡ |
John Armitage - Egerton Capital |
Add 5.41% |
95,015 |
0.28 |
≡ |
Thomas Gayner - Markel Group |
Add 4.33% |
10,500 |
0.04 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.20% |
11,134 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.30% |
148 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 1.22% |
70,613 |
0.05 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 1.82% |
5,000 |
0.47 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.19% |
30,028 |
0.14 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 8.81% |
552,059 |
0.96 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.19% |
18,974 |
0.88 |
≡ |
Viking Global Investors |
Reduce 19.67% |
635,366 |
0.75 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 28.13% |
129,460 |
1.25 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 28.89% |
230,819 |
1.41 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 34.49% |
329,799 |
12.53 |
≡ |
Dodge & Cox |
Reduce 36.08% |
1,656,400 |
0.53 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 36.54% |
9,500 |
0.44 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 45.56% |
102,500 |
3.62 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 47.11% |
1,013,732 |
8.36 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
288,714 |
3.83 |
≡ |
Polen Capital Management |
Sell 100.00% |
2,159 |
0.00 |
Q1  2023 |
≡ |
Viking Global Investors |
Add 35.27% |
842,184 |
0.84 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 30.28% |
63,700 |
5.14 |
≡ |
David Tepper - Appaloosa Management |
Add 21.74% |
125,000 |
1.43 |
≡ |
David Katz - Matrix Asset Advisors |
Add 16.46% |
6,948 |
0.21 |
≡ |
David Rolfe - Wedgewood Partners |
Add 16.33% |
26,148 |
0.94 |
≡ |
Thomas Gayner - Markel Group |
Add 6.26% |
14,264 |
0.04 |