Q3  2020 |
≡ |
First Eagle Investment Management |
Add 45.25% |
1,344,745 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Add 72.62% |
449,800 |
0.84 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 28.38% |
31,655 |
0.03 |
≡ |
Mairs & Power Growth Fund |
Reduce 14.10% |
110,000 |
0.25 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.55% |
194,620 |
0.11 |
≡ |
Torray Funds |
Reduce 1.50% |
2,507 |
0.05 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 1.12% |
259 |
0.01 |
Q2  2020 |
≡ |
Mairs & Power Growth Fund |
Add 1.30% |
10,000 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Add 1.73% |
93,100 |
0.05 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 5.56% |
3,000 |
0.05 |
≡ |
Dodge & Cox |
Add 25.14% |
2,075,000 |
0.33 |
≡ |
Viking Global Investors |
Add 170.67% |
6,619,218 |
2.72 |
≡ |
Lindsell Train |
Buy |
11,600 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
619,428 |
1.24 |
≡ |
First Eagle Investment Management |
Reduce 22.28% |
851,989 |
0.26 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.30% |
10,095 |
0.01 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.61% |
142 |
0.01 |
≡ |
Torray Funds |
Reduce 0.10% |
176 |
0.00 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
127,200 |
1.56 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
1,981,715 |
1.75 |
≡ |
Greenhaven Associates |
Sell 100.00% |
563,900 |
1.80 |
≡ |
AKO Capital |
Sell 100.00% |
1,526,357 |
2.75 |
Q1  2020 |
≡ |
Thomas Gayner - Markel Group |
Add 0.56% |
2,700 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 12.97% |
2,675 |
0.14 |
≡ |
AKO Capital |
Add 20.49% |
259,564 |
0.47 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 115.14% |
28,900 |
0.54 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,863 |
0.06 |
≡ |
David Einhorn - Greenlight Capital |
Buy |
127,200 |
1.56 |
≡ |
Viking Global Investors |
Buy |
3,878,280 |
1.73 |
≡ |
Greenhaven Associates |
Buy |
563,900 |
1.80 |
≡ |
John Armitage - Egerton Capital |
Reduce 39.35% |
1,285,509 |
1.14 |
≡ |
First Eagle Investment Management |
Reduce 8.44% |
352,333 |
0.11 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.76% |
10,227 |
0.01 |
≡ |
Dodge & Cox |
Reduce 7.51% |
669,700 |
0.11 |
≡ |
Guy Spier - Aquamarine Capital |
Reduce 5.59% |
12,430 |
0.73 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.93% |
163,128 |
0.09 |
≡ |
Torray Funds |
Reduce 0.10% |
176 |
0.00 |
Q4  2019 |
≡ |
Thomas Gayner - Markel Group |
Add 2.11% |
9,950 |
0.02 |
≡ |
Torray Funds |
Reduce 18.14% |
37,222 |
0.80 |
≡ |
AKO Capital |
Reduce 13.24% |
193,272 |
0.52 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.54% |
266,316 |
0.24 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.13% |
5,687 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 3.19% |
137,420 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.11% |
100,000 |
0.02 |
Q3  2019 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.99% |
203 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 4.50% |
20,300 |
0.04 |
≡ |
John Armitage - Egerton Capital |
Reduce 56.17% |
4,527,476 |
3.83 |
≡ |
Dodge & Cox |
Reduce 25.05% |
3,015,100 |
0.52 |
≡ |
AKO Capital |
Reduce 2.18% |
32,493 |
0.09 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.34% |
1,873 |
0.00 |
≡ |
Torray Funds |
Reduce 0.50% |
1,035 |
0.01 |
Q2  2019 |
≡ |
AKO Capital |
Add 4.36% |
62,372 |
0.20 |
≡ |
Thomas Gayner - Markel Group |
Add 15.05% |
59,000 |
0.11 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 28.29% |
9,900 |
0.20 |
≡ |
Dodge & Cox |
Reduce 18.84% |
2,794,400 |
0.50 |
≡ |
John Armitage - Egerton Capital |
Reduce 13.96% |
1,307,721 |
1.18 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 4.04% |
859 |
0.06 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.75% |
30,000 |
0.09 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.72% |
5,384 |
0.01 |
≡ |
Torray Funds |
Reduce 0.07% |
148 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,500,000 |
1.84 |
Q1  2019 |
≡ |
Thomas Gayner - Markel Group |
Add 1.55% |
6,000 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Reduce 48.28% |
1,400,000 |
1.72 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 11.56% |
18,935 |
0.02 |
≡ |
Dodge & Cox |
Reduce 9.08% |
1,481,700 |
0.24 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 5.41% |
2,000 |
0.04 |
≡ |
Torray Funds |
Reduce 0.32% |
657 |
0.01 |
Q4  2018 |
≡ |
Daniel Loeb - Third Point |
Reduce 42.00% |
2,100,000 |
3.08 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 13.95% |
6,000 |
0.09 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.72% |
13,697 |
0.01 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 2.19% |
477 |
0.03 |
≡ |
Dodge & Cox |
Reduce 0.61% |
100,000 |
0.02 |
≡ |
Torray Funds |
Reduce 0.07% |
148 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
5,525 |
1.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Sell 100.00% |
1,252,518 |
1.11 |
Q3  2018 |
≡ |
Daniel Loeb - Third Point |
Buy |
5,000,000 |
3.72 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 43.62% |
4,275 |
0.79 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 26.67% |
455,608 |
0.40 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 20.37% |
11,000 |
0.16 |
≡ |
Guy Spier - Aquamarine Capital |
Reduce 18.35% |
50,000 |
2.56 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.64% |
2,955 |
0.00 |
Q2  2018 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 10.20% |
16,702 |
0.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 8.47% |
5,000 |
0.06 |
Q1  2018 |
≡ |
Mairs & Power Growth Fund |
Add 4.58% |
35,000 |
0.08 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 22.92% |
11,000 |
0.13 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 16.64% |
340,905 |
0.28 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.67% |
1,102 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
65,320 |
0.08 |
Q4  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 155.16% |
39,720 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 42.35% |
7,200 |
1.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 27.27% |
18,000 |
0.23 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 22.09% |
580,979 |
0.49 |
≡ |
Dodge & Cox |
Reduce 0.53% |
87,100 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.33% |
550 |
0.00 |
Q3  2017 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.33% |
539 |
0.00 |
≡ |
Mairs & Power Growth Fund |
Add 0.66% |
5,000 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 23.25% |
4,830 |
0.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 33.54% |
33,306 |
0.39 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.03% |
900 |
0.14 |
≡ |
Dodge & Cox |
Reduce 2.92% |
497,000 |
0.07 |