Q3  2024 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.94% |
27,578 |
0.10 |
Q2  2024 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 41.25% |
82,500 |
2.14 |
≡ |
AKO Capital |
Add 27.99% |
203,121 |
0.64 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.85% |
152,611 |
0.23 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 2.02% |
29,317 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.63% |
7,022 |
0.07 |
≡ |
First Eagle Investment Management |
Reduce 0.42% |
16,279 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.02% |
200 |
0.00 |
Q1  2024 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
338,823 |
2.33 |
≡ |
AKO Capital |
Buy |
725,799 |
2.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.97% |
63,233 |
0.08 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.05% |
5,730 |
0.05 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.41% |
5,965 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.30% |
3,500 |
0.01 |
≡ |
First Eagle Investment Management |
Add 0.27% |
10,203 |
0.00 |
Q4  2023 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.76% |
10,000 |
0.23 |
≡ |
First Eagle Investment Management |
Add 9.33% |
327,542 |
0.16 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.38% |
78,314 |
0.10 |
≡ |
Thomas Gayner - Markel Group |
Add 3.13% |
35,300 |
0.08 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.66% |
9,600 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.84% |
1,558 |
0.01 |
≡ |
Harry Burn - Sound Shore |
Reduce 0.56% |
1,909 |
0.01 |
Q3  2023 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
1,209,635 |
2.43 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.81% |
58,007 |
0.18 |
≡ |
First Eagle Investment Management |
Reduce 1.83% |
65,511 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.42% |
2,607 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.39% |
12,866 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.54% |
6,100 |
0.01 |
≡ |
Harry Burn - Sound Shore |
Reduce 0.43% |
1,477 |
0.01 |
Q2  2023 |
≡ |
Harry Burn - Sound Shore |
Buy |
342,209 |
2.46 |
≡ |
Francois Rochon - Giverny Capital |
Add 511.10% |
153,477 |
1.57 |
≡ |
John Armitage - Egerton Capital |
Reduce 32.67% |
586,869 |
1.18 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.36% |
197,393 |
0.27 |
≡ |
Thomas Gayner - Markel Group |
Add 0.58% |
6,500 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.19% |
6,850 |
0.00 |
Q1  2023 |
≡ |
John Armitage - Egerton Capital |
Reduce 8.74% |
172,153 |
0.37 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.35% |
52,870 |
0.18 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.78% |
56,262 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.28% |
2,039 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.63% |
7,000 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.07% |
2,375 |
0.00 |
Q4  2022 |
≡ |
John Armitage - Egerton Capital |
Reduce 50.90% |
2,040,968 |
2.88 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.67% |
15,000 |
0.34 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.82% |
29,225 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.76% |
56,565 |
0.08 |
≡ |
Thomas Gayner - Markel Group |
Add 1.74% |
19,000 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.10% |
1,855 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 1.01% |
36,246 |
0.02 |
Q3  2022 |
≡ |
John Armitage - Egerton Capital |
Reduce 10.00% |
445,432 |
0.48 |
≡ |
First Eagle Investment Management |
Add 3.19% |
111,300 |
0.05 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.86% |
27,784 |
0.04 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.73% |
11,800 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.95% |
749 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.65% |
7,000 |
0.01 |
Q2  2022 |
≡ |
John Armitage - Egerton Capital |
Add 19.48% |
726,381 |
0.72 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 7.14% |
15,000 |
0.29 |
≡ |
Francois Rochon - Giverny Capital |
Add 454.52% |
20,808 |
0.20 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.48% |
58,300 |
0.15 |
≡ |
First Eagle Investment Management |
Add 1.27% |
43,840 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.52% |
16,973 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.49% |
5,250 |
0.01 |
Q1  2022 |
≡ |
John Armitage - Egerton Capital |
Add 19.72% |
614,177 |
0.54 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.83% |
89,781 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 1.43% |
15,150 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.48% |
8,020 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.46% |
15,753 |
0.01 |
Q4  2021 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.83% |
232,593 |
0.27 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.76% |
102,896 |
0.25 |
≡ |
John Armitage - Egerton Capital |
Reduce 2.15% |
68,453 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
4,578 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 0.50% |
5,250 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.77% |
26,530 |
0.01 |
Q3  2021 |
≡ |
John Armitage - Egerton Capital |
Add 75.92% |
1,373,683 |
1.09 |
≡ |
Thomas Gayner - Markel Group |
Add 18.62% |
166,010 |
0.35 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.71% |
59,334 |
0.07 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.85% |
15,357 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 1.69% |
59,486 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,279 |
0.00 |
Q2  2021 |
≡ |
John Armitage - Egerton Capital |
Add 143.80% |
1,067,146 |
0.91 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.67% |
15,000 |
0.27 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.13% |
39,733 |
0.05 |
≡ |
First Eagle Investment Management |
Reduce 1.33% |
47,502 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.63% |
5,600 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,279 |
0.00 |
Q1  2021 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 28.67% |
1,408,135 |
1.59 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 6.63% |
127,953 |
0.28 |
≡ |
First Eagle Investment Management |
Reduce 10.73% |
428,323 |
0.18 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.26% |
10,000 |
0.17 |
≡ |
John Armitage - Egerton Capital |
Reduce 5.63% |
44,277 |
0.04 |
Q4  2020 |
≡ |
Viking Global Investors |
Sell 100.00% |
2,928,432 |
1.24 |
≡ |
John Armitage - Egerton Capital |
Buy |
786,400 |
0.66 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 13.93% |
312,431 |
0.62 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.00% |
15,000 |
0.26 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.49% |
24,363 |
0.03 |
≡ |
First Eagle Investment Management |
Add 0.31% |
12,199 |
0.01 |
Q3  2020 |
≡ |
Viking Global Investors |
Add 49.41% |
968,489 |
0.41 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.46% |
80,473 |
0.14 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.12% |
55,905 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
16,978 |
0.04 |
≡ |
First Eagle Investment Management |
Add 0.67% |
26,531 |
0.01 |