Q2  2020 |
≡ |
David Tepper - Appaloosa Management |
Buy |
1,200,000 |
2.32 |
≡ |
Torray Funds |
Buy |
78,455 |
1.65 |
≡ |
Yacktman Asset Management |
Reduce 19.41% |
702,929 |
1.25 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
108,700 |
1.51 |
Q1  2020 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 249.23% |
54,360 |
3.31 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 18.46% |
11,000 |
0.23 |
≡ |
Lindsell Train |
Add 3.93% |
218,000 |
0.45 |
≡ |
Thomas Gayner - Markel Group |
Add 0.43% |
7,950 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,425,000 |
2.20 |
≡ |
David Einhorn - Greenlight Capital |
Buy |
108,700 |
1.51 |
≡ |
Yacktman Asset Management |
Reduce 4.37% |
165,381 |
0.26 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 8.17% |
16,330 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
17,737 |
0.04 |
Q4  2019 |
≡ |
Lindsell Train |
Add 2.41% |
130,812 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 1.71% |
1,000 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.63% |
3,216 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 0.62% |
11,480 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
17,737 |
0.04 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.46% |
20 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 12.08% |
520,127 |
0.95 |
≡ |
Hillman Value Fund |
Sell 100.00% |
10,000 |
2.16 |
Q3  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 34.40% |
15,000 |
0.30 |
≡ |
Lindsell Train |
Add 3.27% |
171,317 |
0.38 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 1.42% |
306 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 1.09% |
19,950 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.03% |
52 |
0.00 |
≡ |
Mairs & Power Growth Fund |
Reduce 0.92% |
10,000 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.37% |
60 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 1.79% |
78,355 |
0.13 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
60,000 |
8.95 |
Q2  2019 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.59% |
6,816 |
0.10 |
≡ |
Thomas Gayner - Markel Group |
Add 0.91% |
16,500 |
0.04 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.17% |
37 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.34% |
15 |
0.00 |
≡ |
Lindsell Train |
Reduce 0.47% |
24,948 |
0.06 |
≡ |
Yacktman Asset Management |
Reduce 3.98% |
181,703 |
0.30 |
≡ |
Mairs & Power Growth Fund |
Reduce 12.08% |
149,600 |
0.48 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 14.29% |
10,000 |
1.49 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 50.73% |
44,900 |
1.02 |
≡ |
Viking Global Investors |
Sell 100.00% |
2,172,157 |
1.38 |
≡ |
Seth Klarman - Baupost Group |
Sell 100.00% |
399,151 |
0.38 |
≡ |
Dodge & Cox |
Sell 100.00% |
194,791 |
0.03 |
Q1  2019 |
≡ |
Lindsell Train |
Add 19.68% |
866,720 |
1.86 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 4.73% |
4,000 |
0.07 |
≡ |
Mairs & Power Growth Fund |
Add 1.91% |
23,200 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 0.33% |
6,000 |
0.01 |
≡ |
Yacktman Asset Management |
Buy |
4,566,930 |
6.26 |
≡ |
Seth Klarman - Baupost Group |
Buy |
399,151 |
0.38 |
≡ |
Dodge & Cox |
Buy |
194,791 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.94% |
1,807 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.57% |
70 |
0.00 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 12.50% |
10,000 |
1.13 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,122,636 |
3.42 |
Q4  2018 |
≡ |
Lindsell Train |
Add 1.20% |
52,200 |
0.14 |
≡ |
Thomas Gayner - Markel Group |
Add 0.07% |
1,300 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 2.10% |
461 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 36.76% |
111,389 |
1.61 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 40.19% |
1,426,592 |
2.30 |
Q3  2018 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.40% |
12,781 |
0.17 |
≡ |
Thomas Gayner - Markel Group |
Add 1.70% |
30,000 |
0.06 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 2.50% |
91,120 |
0.13 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.93% |
135 |
0.00 |
≡ |
Mairs & Power Growth Fund |
Reduce 4.71% |
60,000 |
0.15 |
Q2  2018 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.74% |
4,960 |
0.07 |
≡ |
Thomas Gayner - Markel Group |
Add 1.52% |
26,500 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
3,640,348 |
4.46 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
84,500 |
1.17 |
Q1  2018 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.81% |
18,184 |
0.24 |
≡ |
Thomas Gayner - Markel Group |
Add 2.56% |
43,500 |
0.08 |
Q4  2017 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.13% |
100 |
0.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
68,500 |
0.87 |
Q3  2017 |
≡ |
Thomas Gayner - Markel Group |
Add 0.71% |
12,000 |
0.02 |
Q2  2017 |
≡ |
Mairs & Power Growth Fund |
Add 2.82% |
35,000 |
0.08 |
≡ |
Thomas Gayner - Markel Group |
Add 1.44% |
24,000 |
0.05 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 25.54% |
23,500 |
0.32 |
Q1  2017 |
≡ |
Mairs & Power Growth Fund |
Add 6.90% |
80,000 |
0.20 |
≡ |
Thomas Gayner - Markel Group |
Add 1.03% |
17,000 |
0.04 |
≡ |
Chuck Akre - Akre Capital Management |
Sell 100.00% |
3,891 |
0.01 |
Q4  2016 |
≡ |
Thomas Gayner - Markel Group |
Add 1.79% |
29,000 |
0.07 |
≡ |
Chuck Akre - Akre Capital Management |
Buy |
3,891 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.08% |
200 |
0.00 |
Q3  2016 |
≡ |
Mairs & Power Growth Fund |
Add 13.73% |
140,000 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 12.20% |
10,000 |
0.15 |
≡ |
Thomas Gayner - Markel Group |
Add 0.37% |
6,000 |
0.01 |
Q2  2016 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 60.78% |
31,000 |
0.51 |
≡ |
Mairs & Power Growth Fund |
Add 56.92% |
370,000 |
0.86 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.08% |
100 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 1.26% |
20,000 |
0.05 |
Q1  2016 |
≡ |
Mairs & Power Growth Fund |
Add 27.45% |
140,000 |
0.35 |
≡ |
Thomas Gayner - Markel Group |
Add 0.14% |
2,200 |
0.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
51,000 |
0.84 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.51% |
447 |
0.00 |
Q4  2015 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 8.25% |
400 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.86% |
13,500 |
0.04 |
Q3  2015 |
≡ |
Thomas Gayner - Markel Group |
Add 1.48% |
23,000 |
0.06 |
≡ |
Hillman Value Fund |
Buy |
10,000 |
3.23 |
≡ |
Mairs & Power Growth Fund |
Reduce 20.31% |
130,000 |
0.36 |
Q2  2015 |
≡ |
Thomas Gayner - Markel Group |
Add 0.71% |
11,000 |
0.03 |
Q1  2015 |
≡ |
Thomas Gayner - Markel Group |
Add 0.85% |
13,000 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 26.52% |
1,750 |
0.00 |