Q1  2015 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 6.18% |
760,000 |
0.34 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.99% |
480 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.19% |
20,000 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.37% |
545,000 |
0.36 |
Q4  2014 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 36.76% |
6,500 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 29.54% |
1,422,020 |
0.51 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 14.95% |
1,600,000 |
0.67 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 2.00% |
86,280 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.42% |
43,280 |
0.02 |
≡ |
Harry Burn - Sound Shore |
Reduce 3.99% |
44,000 |
0.05 |
≡ |
David Tepper - Appaloosa Management |
Reduce 16.41% |
1,451,440 |
0.96 |
Q3  2014 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 34.42% |
2,740,000 |
1.40 |
≡ |
David Rolfe - Wedgewood Partners |
Add 9.02% |
398,040 |
0.19 |
≡ |
Dodge & Cox |
Add 3.53% |
542,000 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.25% |
8,080 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.85% |
88,000 |
0.06 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 13.84% |
2,840 |
0.00 |
Q2  2014 |
≡ |
Harry Burn - Sound Shore |
Add 34.39% |
282,000 |
0.35 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 27.24% |
2,211,200 |
1.50 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.41% |
452,160 |
0.23 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.98% |
200 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
7,960,000 |
4.45 |
≡ |
David Tepper - Appaloosa Management |
Reduce 0.00% |
20 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.09% |
3,000 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
4,200,000 |
3.68 |
Q1  2014 |
≡ |
David Tepper - Appaloosa Management |
Add 86.84% |
4,111,000 |
3.99 |
≡ |
Daniel Loeb - Third Point |
Add 31.25% |
1,000,000 |
0.88 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.49% |
40,280 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.08% |
168,000 |
0.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 15.74% |
806,000 |
0.52 |
≡ |
Harry Burn - Sound Shore |
Reduce 17.42% |
173,000 |
0.44 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.14% |
999,300 |
1.03 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 23.33% |
140,000 |
0.95 |
Q4  2013 |
≡ |
David Tepper - Appaloosa Management |
Add 63.35% |
1,836,000 |
2.04 |
≡ |
Daniel Loeb - Third Point |
Add 45.45% |
1,000,000 |
1.06 |
≡ |
Thomas Gayner - Markel Group |
Add 5.04% |
12,000 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Add 4.48% |
212,620 |
0.25 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.15% |
11,980 |
0.02 |
≡ |
Dodge & Cox |
Reduce 1.27% |
200,000 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.93% |
400 |
0.00 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 14.29% |
100,000 |
0.69 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 49.80% |
122,000 |
1.22 |
≡ |
Richard Pzena - Hancock Classic Value |
Sell 100.00% |
1,081,500 |
2.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
8,155,680 |
1.70 |
Q3  2013 |
≡ |
Thomas Gayner - Markel Group |
Add 27.96% |
52,000 |
0.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 15.50% |
2,780 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.13% |
475,540 |
0.50 |
≡ |
Daniel Loeb - Third Point |
Buy |
2,200,000 |
2.36 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.18% |
97,520 |
0.12 |
≡ |
David Tepper - Appaloosa Management |
Reduce 12.13% |
400,220 |
0.35 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 56.70% |
10,678,500 |
2.23 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,540,320 |
3.14 |
≡ |
Leon Cooperman |
Sell 100.00% |
97,000 |
0.07 |
Q2  2013 |
≡ |
Thomas Gayner - Markel Group |
Add 86.00% |
86,000 |
0.13 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.66% |
54,000 |
0.08 |
≡ |
Dodge & Cox |
Reduce 0.66% |
104,000 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.66% |
256,640 |
0.33 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.67% |
50,000 |
0.30 |
≡ |
Harry Burn - Sound Shore |
Reduce 6.94% |
74,000 |
0.19 |
≡ |
David Tepper - Appaloosa Management |
Reduce 10.90% |
403,600 |
0.35 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 32.66% |
9,136,160 |
2.06 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 39.44% |
1,003,240 |
2.05 |
≡ |
Leon Cooperman |
Reduce 86.64% |
628,900 |
0.45 |
Q1  2013 |
≡ |
Dodge & Cox |
Add 46.15% |
5,000,000 |
0.45 |
≡ |
David Rolfe - Wedgewood Partners |
Add 23.54% |
863,200 |
1.17 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 5.53% |
940 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.30% |
24,840 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Buy |
100,000 |
0.15 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.16% |
5,300 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 2.52% |
28,000 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 9.95% |
3,091,120 |
0.66 |
≡ |
Harry Burn - Sound Shore |
Reduce 11.53% |
139,000 |
0.35 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 54.44% |
3,039,040 |
6.37 |
≡ |
David Abrams - Abrams Capital Management |
Sell 100.00% |
1,516,100 |
4.91 |
≡ |
Hillman Value Fund |
Sell 100.00% |
12,000 |
2.18 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
1,260,000 |
0.76 |
Q4  2012 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 45.38% |
9,696,080 |
2.21 |
≡ |
Dodge & Cox |
Add 35.43% |
2,834,000 |
0.25 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 26.29% |
231,000 |
0.54 |
≡ |
David Rolfe - Wedgewood Partners |
Add 13.39% |
433,160 |
0.71 |
≡ |
Harry Burn - Sound Shore |
Add 10.04% |
110,000 |
0.27 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 6.78% |
1,080 |
0.00 |
≡ |
Hillman Value Fund |
Buy |
12,000 |
2.18 |
≡ |
David Einhorn - Greenlight Capital |
Buy |
1,260,000 |
0.76 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.33% |
110,540 |
0.15 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.08% |
198,000 |
0.16 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.96% |
417,820 |
0.89 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.97% |
504,800 |
0.30 |
Q3  2012 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 8.17% |
424,800 |
0.27 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 3.24% |
500 |
0.00 |
≡ |
Dodge & Cox |
Buy |
8,000,000 |
0.76 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.88% |
159,260 |
0.26 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.97% |
99,000 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Reduce 10.31% |
126,000 |
0.32 |
≡ |
David Tepper - Appaloosa Management |
Reduce 11.94% |
528,740 |
0.56 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 20.00% |
5,341,040 |
1.30 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 22.23% |
1,714,880 |
4.01 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 42.31% |
550,000 |
3.06 |
Q2  2012 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 147.15% |
3,096,000 |
1.60 |
≡ |
David Tepper - Appaloosa Management |
Add 36.57% |
1,186,000 |
1.32 |