Q1  2020 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 9.17% |
1,616,260 |
0.64 |
≡ |
AKO Capital |
Reduce 13.33% |
485,800 |
0.60 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 14.91% |
3,280 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 16.53% |
710,080 |
1.42 |
≡ |
David Tepper - Appaloosa Management |
Reduce 17.95% |
1,580,000 |
2.81 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 29.36% |
35,580 |
0.39 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 31.59% |
1,952,580 |
2.40 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
160,000 |
13.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
2,040,000 |
2.95 |
Q4  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 30.36% |
34,000 |
0.35 |
≡ |
AKO Capital |
Add 23.10% |
683,720 |
0.98 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 22.50% |
1,149,020 |
0.59 |
≡ |
Polen Capital Management |
Add 3.28% |
894,100 |
0.24 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.46% |
17,520 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 1.74% |
46,400 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 0.05% |
2,160 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 0.16% |
5,820 |
0.00 |
≡ |
David Tepper - Appaloosa Management |
Reduce 1.10% |
98,000 |
0.17 |
≡ |
Torray Funds |
Reduce 1.23% |
100 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.36% |
900 |
0.11 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 3.45% |
30,000 |
0.25 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 6.06% |
276,900 |
0.48 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.63% |
423,620 |
0.31 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 12.04% |
8,538,960 |
2.52 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 15.07% |
1,096,760 |
1.07 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 15.61% |
623,760 |
0.39 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 19.48% |
29,320 |
0.20 |
≡ |
John Armitage - Egerton Capital |
Reduce 52.69% |
8,376,980 |
4.01 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 71.72% |
524,600 |
6.90 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 73.91% |
5,780,000 |
8.36 |
≡ |
Viking Global Investors |
Sell 100.00% |
1,387,740 |
0.44 |
Q3  2019 |
≡ |
John Armitage - Egerton Capital |
Add 221.63% |
10,956,100 |
4.78 |
≡ |
David Tepper - Appaloosa Management |
Add 106.93% |
4,598,000 |
8.51 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 30.61% |
1,196,880 |
0.57 |
≡ |
AKO Capital |
Add 19.37% |
480,340 |
0.71 |
≡ |
Lee Ainslie - Maverick Capital |
Add 5.83% |
401,260 |
0.36 |
≡ |
Polen Capital Management |
Add 3.34% |
881,140 |
0.25 |
≡ |
Thomas Gayner - Markel Group |
Add 3.27% |
84,300 |
0.08 |
≡ |
Chris Hohn - TCI Fund Management |
Add 2.03% |
1,410,820 |
0.45 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.47% |
10,340 |
0.06 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.32% |
2,300 |
0.03 |
≡ |
Yacktman Asset Management |
Reduce 0.01% |
240 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.81% |
32,740 |
0.02 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 3.69% |
300,000 |
0.43 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.40% |
40,000 |
0.31 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.48% |
7,060 |
0.04 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 11.11% |
20,000 |
2.05 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 15.39% |
192,440 |
0.77 |
≡ |
Viking Global Investors |
Reduce 39.23% |
895,700 |
0.28 |
Q2  2019 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 109.53% |
2,044,300 |
0.84 |
≡ |
David Rolfe - Wedgewood Partners |
Add 71.39% |
65,640 |
0.30 |
≡ |
David Tepper - Appaloosa Management |
Add 48.28% |
1,400,000 |
3.37 |
≡ |
Chris Hohn - TCI Fund Management |
Add 45.31% |
21,678,380 |
6.32 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 24.44% |
22,000 |
0.19 |
≡ |
Polen Capital Management |
Add 19.33% |
4,274,480 |
1.12 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 18.70% |
46,000 |
1.83 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 13.75% |
110,000 |
0.76 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.30% |
526,920 |
0.41 |
≡ |
Mairs & Power Growth Fund |
Add 6.53% |
240,000 |
0.30 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.22% |
15,280 |
0.08 |
≡ |
Dodge & Cox |
Add 1.68% |
600,000 |
0.05 |
≡ |
AKO Capital |
Add 1.30% |
31,900 |
0.04 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.73% |
5,280 |
0.06 |
≡ |
Yacktman Asset Management |
Add 0.14% |
4,940 |
0.00 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
180,000 |
10.40 |
≡ |
Thomas Gayner - Markel Group |
Buy |
2,580,460 |
2.15 |
≡ |
Torray Funds |
Reduce 0.25% |
20 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 1.93% |
160,000 |
0.19 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.09% |
86,220 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.31% |
520 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.29% |
1,300 |
0.13 |
≡ |
Viking Global Investors |
Reduce 17.05% |
469,400 |
0.12 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 24.62% |
408,320 |
1.31 |
≡ |
John Armitage - Egerton Capital |
Reduce 61.03% |
7,742,720 |
3.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
8,888,380 |
3.05 |
Q1  2019 |
≡ |
Lee Ainslie - Maverick Capital |
Add 49.19% |
2,093,640 |
1.63 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.37% |
36,920 |
0.54 |
≡ |
Mairs & Power Growth Fund |
Add 3.26% |
116,000 |
0.16 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.81% |
14,980 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.45% |
3,060 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
8,888,380 |
3.05 |
≡ |
Yacktman Asset Management |
Buy |
3,627,060 |
2.63 |
≡ |
Dodge & Cox |
Reduce 0.20% |
72,000 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.30% |
12,400 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 0.41% |
12,000 |
0.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.45% |
22,100 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 4.82% |
2,000 |
0.22 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 6.76% |
600,000 |
0.78 |
≡ |
Torray Funds |
Reduce 8.76% |
780 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 9.21% |
168,260 |
0.51 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 10.33% |
526,680 |
0.88 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.25% |
11,660 |
0.05 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 14.20% |
7,916,240 |
3.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 54.95% |
109,800 |
1.06 |
Q4  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 4089.55% |
4,154,980 |
3.16 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 61.41% |
704,380 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 21.83% |
35,800 |
0.30 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 6.72% |
43,240 |
0.62 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 6.63% |
1,400 |
0.00 |
≡ |
Torray Funds |
Add 5.45% |
460 |
0.00 |