Q4  2018 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.26% |
40,000 |
0.32 |
≡ |
Chris Hohn - TCI Fund Management |
Add 4.75% |
2,526,000 |
0.65 |
≡ |
Mairs & Power Growth Fund |
Add 3.55% |
122,000 |
0.16 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 1.52% |
73,780 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.74% |
5,020 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.67% |
27,400 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.75% |
780 |
0.00 |
≡ |
Dodge & Cox |
Reduce 3.71% |
1,380,000 |
0.12 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 11.51% |
663,180 |
1.04 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 20.24% |
463,720 |
1.24 |
≡ |
David Tepper - Appaloosa Management |
Reduce 27.20% |
1,088,000 |
2.77 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
17,825,980 |
5.47 |
Q3  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 35.50% |
4,669,920 |
1.43 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.50% |
64,480 |
0.44 |
≡ |
Mairs & Power Growth Fund |
Add 4.88% |
160,000 |
0.21 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.11% |
12,540 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
21,120 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.27% |
480,000 |
0.04 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.22% |
130,900 |
0.20 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.83% |
4,160 |
0.01 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 4.00% |
2,219,240 |
0.69 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 5.73% |
249,240 |
0.17 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 9.32% |
235,340 |
0.55 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 10.87% |
20,000 |
0.16 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 13.97% |
104,500 |
1.46 |
≡ |
David Tepper - Appaloosa Management |
Reduce 39.58% |
2,620,000 |
2.79 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 98.76% |
8,066,020 |
6.35 |
Q2  2018 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2497.25% |
1,090,800 |
0.44 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 26.68% |
157,600 |
2.32 |
≡ |
Chris Hohn - TCI Fund Management |
Add 17.50% |
8,260,160 |
2.17 |
≡ |
Mairs & Power Growth Fund |
Add 15.49% |
440,000 |
0.57 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.77% |
27,960 |
0.20 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 1.20% |
156,000 |
0.05 |
≡ |
Dodge & Cox |
Add 0.64% |
240,000 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.77% |
124,000 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.49% |
1,500 |
0.15 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.27% |
4,840 |
0.01 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 8.74% |
241,900 |
0.53 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 10.96% |
1,005,100 |
0.66 |
≡ |
David Tepper - Appaloosa Management |
Reduce 18.44% |
1,496,940 |
0.97 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 49.45% |
180,000 |
1.33 |
Q1  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 33.34% |
2,293,520 |
1.53 |
≡ |
Chris Hohn - TCI Fund Management |
Add 22.99% |
8,822,300 |
2.53 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 22.21% |
107,320 |
1.87 |
≡ |
David Tepper - Appaloosa Management |
Add 14.09% |
1,002,360 |
0.55 |
≡ |
Mairs & Power Growth Fund |
Add 11.81% |
300,000 |
0.36 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 11.05% |
586,400 |
0.78 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 9.90% |
437,500 |
0.20 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 8.79% |
1,050,000 |
0.27 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.34% |
29,700 |
0.21 |
≡ |
Dodge & Cox |
Reduce 1.37% |
520,000 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.37% |
108,520 |
0.06 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 4.44% |
2,000 |
0.18 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 8.85% |
268,640 |
0.55 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 11.76% |
5,820 |
0.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 13.33% |
56,000 |
0.37 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 18.83% |
2,060,000 |
1.85 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 60.82% |
176,020 |
0.42 |
≡ |
Mohnish Pabrai - Pabrai Investments |
Sell 100.00% |
916,560 |
12.43 |
Q4  2017 |
≡ |
Chris Hohn - TCI Fund Management |
Add 293.56% |
28,621,000 |
9.29 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 4.81% |
22,200 |
0.42 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
11,950,060 |
3.27 |
≡ |
Dodge & Cox |
Reduce 0.53% |
202,000 |
0.02 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 1.46% |
11,260 |
0.08 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 1.80% |
200,000 |
0.17 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.54% |
320,680 |
0.20 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.13% |
3,800 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 21.52% |
1,886,060 |
1.24 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 22.84% |
85,680 |
0.18 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 28.14% |
1,189,320 |
2.46 |
≡ |
Mohnish Pabrai - Pabrai Investments |
Reduce 30.80% |
408,000 |
5.53 |
≡ |
David Tepper - Appaloosa Management |
Reduce 37.37% |
4,245,420 |
2.54 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
12,020 |
0.03 |
Q3  2017 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 78.14% |
2,327,360 |
2.96 |
≡ |
Mairs & Power Growth Fund |
Add 60.76% |
960,000 |
1.06 |
≡ |
Lee Ainslie - Maverick Capital |
Add 33.84% |
2,216,300 |
1.35 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 7.89% |
3,900 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
9,749,540 |
3.23 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 0.03% |
120 |
0.00 |
≡ |
Dodge & Cox |
Reduce 0.52% |
200,000 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 2.91% |
340,000 |
0.24 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.04% |
153,900 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.72% |
80,780 |
0.13 |
Q2  2017 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 147.06% |
250,000 |
1.44 |
≡ |
David Tepper - Appaloosa Management |
Add 23.16% |
2,200,000 |
1.57 |
≡ |
Mairs & Power Growth Fund |
Add 17.91% |
240,000 |
0.24 |
≡ |
Dodge & Cox |
Add 1.59% |
600,000 |
0.04 |
≡ |
Bill Miller - Miller Value Partners |
Buy |
12,020 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.20% |
600 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.15% |
218,800 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.53% |
53,640 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 10.98% |
807,880 |
0.46 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 26.46% |
1,520,300 |
2.75 |
Q1  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 36.68% |
1,974,420 |
1.04 |
≡ |
Mairs & Power Growth Fund |
Add 17.54% |
200,000 |
0.19 |
≡ |
Dodge & Cox |
Add 7.08% |
2,500,000 |
0.16 |
≡ |
David Katz - Matrix Asset Advisors |
Add 4.65% |
2,000 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.08% |
1,020 |
0.00 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Buy |
461,220 |
10.82 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
170,000 |
0.90 |