Q4  2018 |
≡ |
Richard Pzena - Hancock Classic Value |
Sell 100.00% |
671,456 |
2.70 |
≡ |
Dodge & Cox |
Sell 100.00% |
24,574,158 |
3.20 |
≡ |
David Abrams - Abrams Capital Management |
Sell 100.00% |
3,192,304 |
8.02 |
Q3  2018 |
≡ |
Dodge & Cox |
Reduce 3.58% |
913,600 |
0.12 |
≡ |
David Abrams - Abrams Capital Management |
Add 20.32% |
539,203 |
1.35 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,249,627 |
3.95 |
Q2  2018 |
≡ |
Dodge & Cox |
Add 21.30% |
4,476,387 |
0.50 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,249,627 |
3.95 |
≡ |
David Abrams - Abrams Capital Management |
Buy |
2,653,101 |
5.70 |
Q1  2018 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
7,080 |
0.02 |
≡ |
Dodge & Cox |
Add 2.74% |
560,000 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Sell 100.00% |
40,400 |
0.12 |
≡ |
ValueAct Capital |
Sell 100.00% |
1,200,000 |
0.91 |
≡ |
Seth Klarman - Baupost Group |
Sell 100.00% |
2,306,456 |
1.71 |
Q4  2017 |
≡ |
Dodge & Cox |
Reduce 0.53% |
108,500 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
7,080 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 13.86% |
6,500 |
0.02 |
≡ |
Seth Klarman - Baupost Group |
Reduce 9.79% |
250,435 |
0.19 |
≡ |
ValueAct Capital |
Buy |
1,200,000 |
0.91 |
Q3  2017 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 26.55% |
16,950 |
0.04 |
≡ |
Dodge & Cox |
Reduce 3.18% |
675,000 |
0.06 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 6.29% |
39,734 |
0.12 |
Q2  2017 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 31.10% |
28,825 |
0.05 |
≡ |
Dodge & Cox |
Add 23.21% |
4,000,000 |
0.40 |
≡ |
Seth Klarman - Baupost Group |
Add 108.11% |
1,328,272 |
0.98 |
≡ |
Richard Pzena - Hancock Classic Value |
Buy |
631,722 |
2.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,413,775 |
4.45 |
Q1  2017 |
≡ |
Dodge & Cox |
Add 37.50% |
4,700,000 |
0.49 |
≡ |
Seth Klarman - Baupost Group |
Buy |
1,228,619 |
0.96 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
146,700 |
1.30 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 25.17% |
475,542 |
1.50 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 94.64% |
1,636,352 |
2.83 |
Q4  2016 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 3.31% |
4,700 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 43.61% |
1,337,363 |
2.24 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Sell 100.00% |
380,000 |
3.76 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,889,317 |
6.20 |
Q3  2016 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 8.31% |
10,900 |
0.13 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.69% |
184,968 |
0.27 |
Q2  2016 |
≡ |
Dodge & Cox |
Reduce 1.03% |
130,000 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 18.45% |
735,716 |
1.13 |
Q1  2016 |
≡ |
Dodge & Cox |
Reduce 14.50% |
2,148,200 |
0.28 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 167.55% |
82,100 |
0.94 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,193,180 |
1.24 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 22.13% |
1,133,040 |
1.41 |
Q4  2015 |
≡ |
Dodge & Cox |
Reduce 10.40% |
1,719,900 |
0.28 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
49,000 |
0.67 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.91% |
626,851 |
0.94 |
≡ |
Steven Romick - FPA Crescent Fund |
Sell 100.00% |
1,329,620 |
1.09 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,193,180 |
1.24 |
Q3  2015 |
≡ |
Dodge & Cox |
Add 1.47% |
238,943 |
0.04 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 11.63% |
50,000 |
0.49 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.14% |
794,070 |
0.94 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 68.60% |
2,904,380 |
2.38 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,739,482 |
4.47 |
Q2  2015 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.23% |
81,407 |
0.10 |
≡ |
Dodge & Cox |
Add 14.04% |
2,005,428 |
0.30 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 8.51% |
40,000 |
0.40 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 50.24% |
1,756,057 |
4.51 |
Q1  2015 |
≡ |
David Rolfe - Wedgewood Partners |
Add 0.04% |
2,366 |
0.00 |
≡ |
Dodge & Cox |
Add 25.46% |
2,900,000 |
0.43 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 16.81% |
95,000 |
0.90 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 14.51% |
593,113 |
1.60 |
Q4  2014 |
≡ |
Warren Buffett - Berkshire Hathaway |
Sell 100.00% |
449,489 |
0.03 |
≡ |
Dodge & Cox |
Add 2.71% |
300,000 |
0.04 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 8.13% |
50,000 |
0.45 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.12% |
662,707 |
0.76 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 17.94% |
894,074 |
2.63 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
4,234,000 |
3.26 |
Q3  2014 |
≡ |
Warren Buffett - Berkshire Hathaway |
Buy |
449,489 |
0.03 |
≡ |
Dodge & Cox |
Add 2.67% |
288,600 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Add 7.79% |
430,795 |
0.49 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 6.50% |
304,032 |
0.80 |
Q2  2014 |
≡ |
Leon Cooperman |
Sell 100.00% |
141,300 |
0.14 |
≡ |
Dodge & Cox |
Add 50.00% |
3,600,000 |
0.43 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.43% |
566,837 |
0.69 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 16.04% |
85,000 |
0.69 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 31.94% |
1,132,688 |
3.17 |
Q1  2014 |
≡ |
Leon Cooperman |
Reduce 18.37% |
31,800 |
0.03 |
≡ |
Dodge & Cox |
Add 94.49% |
3,498,047 |
0.48 |
≡ |
David Rolfe - Wedgewood Partners |
Add 21.53% |
878,799 |
1.22 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 10.42% |
412,381 |
1.25 |
Q4  2013 |
≡ |
David Rolfe - Wedgewood Partners |
Add 6.63% |
253,665 |
0.37 |
≡ |
Dodge & Cox |
Buy |
3,701,953 |
0.48 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 17.20% |
580,896 |
1.67 |
≡ |
Leon Cooperman |
Reduce 90.90% |
1,729,698 |
1.70 |
Q3  2013 |
≡ |
David Rolfe - Wedgewood Partners |
Add 12.28% |
418,534 |
0.62 |
≡ |
Leon Cooperman |
Reduce 30.46% |
833,529 |
0.78 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 19.48% |
816,909 |
2.27 |
Q2  2013 |
≡ |
Leon Cooperman |
Reduce 0.16% |
4,400 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 4.90% |
196,059 |
0.56 |
≡ |
David Rolfe - Wedgewood Partners |
Add 17.17% |
499,619 |
0.89 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 26.19% |
110,000 |
0.91 |
Q1  2013 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Sell 100.00% |
390 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 37.88% |
799,167 |
1.58 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 145.69% |
2,370,977 |
7.20 |
Q4  2012 |
≡ |
David Rolfe - Wedgewood Partners |
Add 30.02% |
487,115 |
1.22 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
4,309,072 |
1.74 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
420,000 |
3.21 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,627,364 |
5.27 |
Q3  2012 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.11% |
162,297 |
0.65 |