Q1  2020 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2875.57% |
591,159 |
2.08 |
≡ |
David Katz - Matrix Asset Advisors |
Add 770.98% |
39,320 |
1.50 |
≡ |
John Armitage - Egerton Capital |
Add 82.80% |
1,120,167 |
1.93 |
≡ |
First Eagle Investment Management |
Add 43.87% |
956,231 |
0.58 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 35.12% |
157,340 |
6.62 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 33.51% |
17,410 |
1.91 |
≡ |
Polen Capital Management |
Add 20.36% |
1,824,213 |
1.32 |
≡ |
David Abrams - Abrams Capital Management |
Add 18.17% |
185,331 |
1.22 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 15.31% |
31,600 |
3.74 |
≡ |
Chase Coleman - Tiger Global Management |
Add 5.18% |
431,000 |
0.43 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 3.10% |
106,113 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 1.26% |
1,810 |
0.01 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
60,000 |
12.72 |
≡ |
Seth Klarman - Baupost Group |
Buy |
1,984,000 |
4.91 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
860,000 |
4.73 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
330,862 |
3.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
30,400 |
1.11 |
≡ |
Leon Cooperman |
Buy |
27,000 |
0.58 |
Q4  2019 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 75.83% |
1,477,510 |
1.63 |
≡ |
Hillman Value Fund |
Add 57.14% |
4,000 |
0.93 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.55% |
6,284 |
0.12 |
≡ |
Viking Global Investors |
Add 2.05% |
127,628 |
0.12 |
≡ |
Terry Smith - Fundsmith |
Add 1.64% |
106,103 |
0.10 |
≡ |
Thomas Gayner - Markel Group |
Add 0.56% |
800 |
0.00 |
Q3  2019 |
≡ |
David Tepper - Appaloosa Management |
Add 52.70% |
975,000 |
5.27 |
≡ |
Chase Coleman - Tiger Global Management |
Add 25.02% |
2,246,000 |
2.12 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 16.55% |
35,000 |
4.47 |
≡ |
John Armitage - Egerton Capital |
Add 13.21% |
227,862 |
0.29 |
≡ |
Polen Capital Management |
Add 4.71% |
440,895 |
0.36 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.10% |
3,636 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 0.61% |
860 |
0.00 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.32% |
1,551 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 0.11% |
7,126 |
0.01 |
Q2  2019 |
≡ |
Viking Global Investors |
Add 231.74% |
4,934,406 |
4.29 |
≡ |
Polen Capital Management |
Add 17.39% |
1,386,046 |
1.30 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.31% |
8,743 |
0.17 |
≡ |
Terry Smith - Fundsmith |
Add 1.69% |
107,359 |
0.11 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.55% |
136,983 |
0.14 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.69% |
3,380 |
0.15 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.07% |
310 |
0.00 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Buy |
88,660 |
9.41 |
≡ |
John Armitage - Egerton Capital |
Buy |
1,724,628 |
2.44 |
Q1  2019 |
≡ |
Chase Coleman - Tiger Global Management |
Add 64.52% |
3,466,117 |
3.19 |
≡ |
Francois Rochon - Giverny Capital |
Add 40.82% |
47,703 |
0.91 |
≡ |
David Tepper - Appaloosa Management |
Add 40.35% |
575,000 |
2.90 |
≡ |
Terry Smith - Fundsmith |
Add 4.05% |
247,913 |
0.23 |
≡ |
Thomas Gayner - Markel Group |
Add 4.01% |
5,550 |
0.02 |
≡ |
David Abrams - Abrams Capital Management |
Add 2.51% |
25,074 |
0.12 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 2.42% |
5,000 |
0.66 |
Q4  2018 |
≡ |
David Katz - Matrix Asset Advisors |
Add 96.15% |
2,500 |
0.69 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 72.65% |
2,806,564 |
2.49 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 33.09% |
159,542 |
5.81 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 21.59% |
304,093 |
0.42 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 20.00% |
30,000 |
0.60 |
≡ |
David Rolfe - Wedgewood Partners |
Add 10.79% |
74,506 |
0.65 |
≡ |
Lee Ainslie - Maverick Capital |
Add 5.54% |
2,030 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.87% |
3,261 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 2.67% |
159,123 |
0.17 |
≡ |
Thomas Gayner - Markel Group |
Add 1.10% |
1,510 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.68% |
7,289 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
842,237 |
5.62 |
≡ |
David Abrams - Abrams Capital Management |
Buy |
999,649 |
5.42 |
≡ |
Hillman Value Fund |
Buy |
7,000 |
3.16 |
Q3  2018 |
≡ |
Bill Miller - Miller Value Partners |
Add 64.03% |
214,500 |
1.18 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 26.02% |
174,719 |
0.73 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 14.15% |
59,750 |
2.30 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 13.47% |
458,653 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 11.11% |
15,000 |
0.33 |
≡ |
Francois Rochon - Giverny Capital |
Add 8.54% |
8,937 |
0.17 |
≡ |
Terry Smith - Fundsmith |
Add 8.03% |
442,859 |
0.49 |
≡ |
Thomas Gayner - Markel Group |
Add 6.65% |
8,540 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,600 |
0.74 |
Q2  2018 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 58.46% |
423,798 |
0.89 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 35.00% |
35,000 |
0.96 |
≡ |
Bill Miller - Miller Value Partners |
Add 20.81% |
57,710 |
0.43 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 20.56% |
114,491 |
0.55 |
≡ |
Thomas Gayner - Markel Group |
Add 4.25% |
5,240 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
104,672 |
2.65 |
Q1  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 75.01% |
3,300,795 |
2.67 |
≡ |
Bill Miller - Miller Value Partners |
Add 24.30% |
54,205 |
0.38 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 19.50% |
72,165 |
3.90 |
≡ |
Daniel Loeb - Third Point |
Add 17.65% |
600,000 |
0.76 |
≡ |
Thomas Gayner - Markel Group |
Add 13.59% |
14,740 |
0.04 |
≡ |
David Tepper - Appaloosa Management |
Add 12.31% |
680,559 |
1.17 |
≡ |
Lee Ainslie - Maverick Capital |
Add 5.38% |
156,828 |
0.32 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
836,032 |
6.14 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
100,000 |
2.33 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
556,927 |
2.28 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
1,408,767 |
1.96 |
≡ |
Hillman Value Fund |
Buy |
3,000 |
1.66 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
724,909 |
1.32 |
Q4  2017 |
≡ |
David Tepper - Appaloosa Management |
Add 67.56% |
2,229,441 |
4.50 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 40.11% |
105,930 |
6.74 |
≡ |
Leon Cooperman |
Add 19.05% |
45,000 |
0.30 |
Q3  2017 |
≡ |
David Tepper - Appaloosa Management |
Add 40.05% |
943,782 |
2.41 |
≡ |
Bill Miller - Miller Value Partners |
Add 31.02% |
53,375 |
0.43 |
≡ |
Thomas Gayner - Markel Group |
Add 10.15% |
10,000 |
0.03 |
Q2  2017 |
≡ |
Thomas Gayner - Markel Group |
Add 25.48% |
20,000 |
0.06 |
≡ |
David Tepper - Appaloosa Management |
Add 23.53% |
448,868 |
1.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 20.79% |
1,061,741 |
0.82 |