Q2  2024 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
1,525,000 |
2.49 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Sell 100.00% |
15,588 |
2.21 |
≡ |
ValueAct Capital |
Reduce 36.62% |
697,600 |
2.06 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 8.00% |
1,189,735 |
1.10 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 26.18% |
61,041 |
0.67 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 8.68% |
606,614 |
0.52 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3646.66% |
165,923 |
0.33 |
≡ |
Viking Global Investors |
Reduce 49.11% |
526,074 |
0.21 |
Q1  2024 |
≡ |
ValueAct Capital |
Reduce 68.01% |
4,049,300 |
8.97 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 54.15% |
1,801,000 |
2.94 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 10.62% |
1,768,668 |
1.47 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 29.85% |
99,218 |
0.94 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 12.30% |
766,056 |
0.61 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 12.11% |
2,147 |
0.30 |
≡ |
Viking Global Investors |
Reduce 22.86% |
317,355 |
0.12 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,550 |
0.01 |
Q4  2023 |
≡ |
ValueAct Capital |
Reduce 47.87% |
5,466,800 |
9.06 |
≡ |
Triple Frond Partners |
Sell 100.00% |
493,692 |
3.86 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 31.55% |
1,533,000 |
2.21 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
1,394,577 |
1.00 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 25.15% |
111,664 |
0.87 |
≡ |
Viking Global Investors |
Buy |
1,388,521 |
0.42 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 10.12% |
1,997 |
0.25 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 5.15% |
338,318 |
0.24 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
511,000 |
0.23 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 1.55% |
262,388 |
0.18 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 34.72% |
12,500 |
0.07 |
Q3  2023 |
≡ |
ValueAct Capital |
Reduce 44.38% |
9,114,325 |
12.61 |
≡ |
Chuck Akre - Akre Capital Management |
Add 11.01% |
1,676,739 |
0.95 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 8.26% |
40,004 |
0.25 |
≡ |
John Armitage - Egerton Capital |
Reduce 3.95% |
57,310 |
0.04 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 10.00% |
4,000 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.19% |
2,777 |
0.00 |
Q2  2023 |
≡ |
John Armitage - Egerton Capital |
Reduce 62.31% |
2,399,841 |
1.39 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 14.37% |
81,233 |
0.42 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.38% |
57,500 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 1.54% |
22,000 |
0.01 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 0.01% |
300 |
0.00 |
Q1  2023 |
≡ |
Triple Frond Partners |
Buy |
493,692 |
3.78 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
6,564,382 |
3.19 |
≡ |
ValueAct Capital |
Reduce 13.36% |
3,167,278 |
2.71 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 11.66% |
641,300 |
0.75 |
≡ |
John Armitage - Egerton Capital |
Reduce 12.62% |
556,114 |
0.31 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
511,000 |
0.24 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.49% |
73,450 |
0.03 |
Q4  2022 |
≡ |
ValueAct Capital |
Reduce 10.41% |
2,754,052 |
2.41 |
≡ |
Viking Global Investors |
Sell 100.00% |
3,177,089 |
0.63 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 10.00% |
500,000 |
0.57 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 2.26% |
350,000 |
0.15 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.46% |
355,217 |
0.14 |
Q3  2022 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
5,000,000 |
5.35 |
≡ |
John Armitage - Egerton Capital |
Reduce 30.97% |
2,136,476 |
0.71 |
≡ |
Viking Global Investors |
Buy |
3,177,089 |
0.63 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.50% |
77,006 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 0.16% |
2,215 |
0.00 |
Q2  2022 |
≡ |
ValueAct Capital |
Add 17.04% |
3,851,214 |
2.84 |
≡ |
Chuck Akre - Akre Capital Management |
Add 3.43% |
510,592 |
0.19 |
≡ |
John Armitage - Egerton Capital |
Add 5.97% |
388,643 |
0.12 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 5.21% |
27,985 |
0.12 |
≡ |
Thomas Gayner - Markel Group |
Add 0.29% |
4,158 |
0.00 |
Q1  2022 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 21.95% |
96,712 |
0.45 |
≡ |
ValueAct Capital |
Add 2.49% |
550,000 |
0.44 |
≡ |
Viking Global Investors |
Sell 100.00% |
806,081 |
0.17 |
≡ |
John Armitage - Egerton Capital |
Reduce 6.93% |
485,061 |
0.15 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.91% |
134,660 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 0.24% |
3,350 |
0.00 |
Q4  2021 |
≡ |
ValueAct Capital |
Reduce 8.31% |
2,000,000 |
1.68 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 27.22% |
164,807 |
0.88 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 44.03% |
6,032 |
0.64 |
≡ |
Viking Global Investors |
Buy |
806,081 |
0.17 |
≡ |
John Armitage - Egerton Capital |
Reduce 3.08% |
222,134 |
0.08 |
≡ |
Thomas Gayner - Markel Group |
Add 0.07% |
1,000 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.00% |
632 |
0.00 |
Q3  2021 |
≡ |
ValueAct Capital |
Reduce 11.63% |
3,165,777 |
2.23 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
431,616 |
0.24 |
≡ |
John Armitage - Egerton Capital |
Reduce 1.44% |
105,790 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 0.60% |
8,500 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.02% |
2,716 |
0.00 |
Q2  2021 |
≡ |
ValueAct Capital |
Reduce 13.82% |
4,363,546 |
2.86 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 46.90% |
12,100 |
1.10 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 26.72% |
157,389 |
0.09 |
≡ |
Thomas Gayner - Markel Group |
Add 0.60% |
8,400 |
0.01 |
≡ |
John Armitage - Egerton Capital |
Add 0.43% |
31,704 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
1,080 |
0.00 |
Q1  2021 |
≡ |
ValueAct Capital |
Reduce 16.99% |
6,465,328 |
3.69 |
≡ |
Lee Ainslie - Maverick Capital |
Add 51.05% |
199,075 |
0.09 |
≡ |
John Armitage - Egerton Capital |
Reduce 2.76% |
207,222 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 0.94% |
13,000 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.05% |
7,376 |
0.00 |
Q4  2020 |
≡ |
ValueAct Capital |
Reduce 15.44% |
6,950,000 |
3.26 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 84.09% |
2,060,961 |
1.32 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 29.32% |
10,700 |
0.83 |
≡ |
John Armitage - Egerton Capital |
Reduce 3.18% |
246,096 |
0.06 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 11.11% |
5,000 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.51% |
7,000 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
920 |
0.00 |
Q3  2020 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 43.76% |
28,400 |
2.22 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 18.22% |
134,900 |
0.48 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 12.37% |
346,114 |
0.22 |
≡ |
First Eagle Investment Management |
Sell 100.00% |
1,128,360 |
0.11 |