Q2  2024 |
≡ |
Chase Coleman - Tiger Global Management |
Add 0.85% |
25,900 |
0.02 |
≡ |
Jensen Investment Management |
Add 1.64% |
328 |
0.00 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 51.23% |
48,000 |
0.70 |
≡ |
Daniel Loeb - Third Point |
Add 72.34% |
850,000 |
1.70 |
≡ |
First Eagle Investment Management |
Reduce 30.69% |
2,780,260 |
1.09 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 16.91% |
228,000 |
1.17 |
≡ |
David Tepper - Appaloosa Management |
Reduce 8.00% |
40,000 |
0.11 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.85% |
157,221 |
0.18 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 2.96% |
14,914 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 2.76% |
170,326 |
0.24 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.32% |
5,879 |
0.20 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.37% |
30 |
0.00 |
≡ |
Hillman Value Fund |
Sell 100.00% |
52,729 |
2.97 |
Q1  2024 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1.68% |
8,310 |
0.02 |
≡ |
Jensen Investment Management |
Add 10.29% |
1,870 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 13.03% |
201,948 |
0.83 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 11.16% |
775,400 |
0.83 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.98% |
65,656 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.85% |
4,792 |
0.15 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.57% |
47 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.07% |
5,974 |
0.00 |
≡ |
Polen Capital Management |
Sell 100.00% |
42,083 |
0.01 |
Q4  2023 |
≡ |
First Eagle Investment Management |
Add 0.94% |
84,823 |
0.02 |
≡ |
Jensen Investment Management |
Add 3.18% |
560 |
0.00 |
≡ |
Chase Coleman - Tiger Global Management |
Add 47.69% |
983,200 |
0.73 |
≡ |
Lee Ainslie - Maverick Capital |
Add 66.97% |
198,824 |
0.43 |
≡ |
David Tepper - Appaloosa Management |
Reduce 50.00% |
500,000 |
0.92 |
≡ |
Daniel Loeb - Third Point |
Reduce 33.80% |
600,000 |
0.95 |
≡ |
Polen Capital Management |
Reduce 25.36% |
14,298 |
0.00 |
≡ |
Hillman Value Fund |
Reduce 22.15% |
15,000 |
0.70 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 10.93% |
852,228 |
0.77 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.78% |
7,389 |
0.20 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.38% |
80,539 |
0.06 |
Q3  2023 |
≡ |
Chase Coleman - Tiger Global Management |
Add 10.34% |
193,235 |
0.12 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 21.68% |
1,389,785 |
1.16 |
≡ |
Lee Ainslie - Maverick Capital |
Add 181.07% |
191,259 |
0.39 |
≡ |
Polen Capital Management |
Buy |
56,381 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 43.66% |
775,000 |
1.33 |
≡ |
Daniel Loeb - Third Point |
Reduce 27.55% |
675,000 |
0.90 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.36% |
72,194 |
1.50 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.70% |
43,081 |
0.13 |
≡ |
First Eagle Investment Management |
Reduce 0.86% |
78,187 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.39% |
13,229 |
0.01 |
Q2  2023 |
≡ |
First Eagle Investment Management |
Add 0.19% |
17,020 |
0.00 |
≡ |
Jensen Investment Management |
Add 0.40% |
70 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.34% |
202,676 |
0.14 |
≡ |
Chase Coleman - Tiger Global Management |
Add 17.63% |
280,000 |
0.24 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2056.57% |
100,731 |
0.22 |
≡ |
David Tepper - Appaloosa Management |
Buy |
1,775,000 |
3.32 |
≡ |
Daniel Loeb - Third Point |
Buy |
2,450,000 |
3.62 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 41.96% |
5,957 |
0.03 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 21.67% |
1,773,563 |
1.64 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 4.87% |
4,800 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.02% |
68 |
0.00 |
Q1  2023 |
≡ |
First Eagle Investment Management |
Add 0.13% |
11,891 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 12.60% |
37,827 |
0.60 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,898 |
0.01 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
1,588,555 |
1.34 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 21.24% |
2,207,470 |
1.90 |
≡ |
Jensen Investment Management |
Reduce 6.30% |
1,180 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 5.77% |
869 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.58% |
51,192 |
0.04 |
≡ |
Warren Buffett - Berkshire Hathaway |
Sell 100.00% |
8,292,724 |
0.21 |
Q4  2022 |
≡ |
David Rolfe - Wedgewood Partners |
Add 1.27% |
3,767 |
0.05 |
≡ |
First Eagle Investment Management |
Add 1.37% |
122,272 |
0.03 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 5.12% |
4,800 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 8.15% |
782,730 |
0.56 |
≡ |
Jensen Investment Management |
Add 14.57% |
2,380 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 82.84% |
6,826 |
0.03 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 86.19% |
51,768,156 |
1.31 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.17% |
72,028 |
0.05 |
≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
155,558 |
0.05 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
1,315,005 |
0.83 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
3,460,517 |
1.84 |
Q3  2022 |
≡ |
Jensen Investment Management |
Add 1.87% |
300 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 7.54% |
673,709 |
0.44 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
1,315,005 |
0.83 |
≡ |
Warren Buffett - Berkshire Hathaway |
Buy |
60,060,880 |
1.39 |
≡ |
Hillman Value Fund |
Buy |
67,729 |
2.69 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 31.44% |
730,870 |
1.77 |
≡ |
John Armitage - Egerton Capital |
Reduce 27.40% |
1,305,785 |
0.69 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.17% |
53,026 |
0.68 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.83% |
27,836 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 0.61% |
54,578 |
0.01 |
Q2  2022 |
≡ |
David Rolfe - Wedgewood Partners |
Add 0.66% |
2,308 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Add 9.76% |
13,837 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 11.95% |
953,547 |
0.74 |
≡ |
Jensen Investment Management |
Add 14.41% |
2,020 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Buy |
4,766,302 |
2.63 |
≡ |
First Eagle Investment Management |
Reduce 1.12% |
101,192 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.54% |
18,082 |
0.01 |
Q1  2022 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 3.03% |
98,903 |
0.07 |
≡ |
Jensen Investment Management |
Add 8.01% |
1,040 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 41.28% |
101,453 |
1.49 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
7,981,414 |
4.95 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 37.50% |
4,943 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 4.92% |
120,331 |
0.31 |
≡ |
First Eagle Investment Management |
Reduce 2.21% |
204,954 |
0.05 |
Q4  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.90% |
735 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 9.32% |
12,088 |
0.00 |