Q1  2022 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.80% |
408 |
0.01 |
≡ |
Viking Global Investors |
Buy |
1,793,488 |
2.60 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.10% |
6,040 |
0.01 |
≡ |
Polen Capital Management |
Reduce 1.11% |
89,070 |
0.06 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.50% |
259,994 |
0.89 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 13.16% |
2,500 |
0.11 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 27.75% |
57,813 |
0.37 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 49.84% |
2,403,636 |
5.12 |
Q4  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3699.91% |
202,866 |
0.88 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 153.33% |
11,500 |
0.49 |
≡ |
AltaRock Partners |
Add 42.55% |
75,000 |
0.71 |
≡ |
Jensen Investment Management |
Add 21.27% |
156,312 |
0.39 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.21% |
1,348 |
0.03 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 9.52% |
10,000 |
0.35 |
≡ |
John Armitage - Egerton Capital |
Add 5.05% |
35,276 |
0.06 |
≡ |
Polen Capital Management |
Add 4.96% |
379,273 |
0.23 |
≡ |
Valley Forge Capital Management |
Add 4.31% |
59,575 |
0.81 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.05% |
2,775 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,822,796 |
7.10 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
569 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.09% |
97,659 |
0.31 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 7.04% |
302,000 |
0.03 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
132,000 |
1.09 |
Q3  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 44.25% |
4,049 |
0.08 |
≡ |
Polen Capital Management |
Add 24.11% |
1,484,878 |
0.95 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.00% |
5,000 |
0.18 |
≡ |
Valley Forge Capital Management |
Add 2.09% |
28,309 |
0.39 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.14% |
8,094 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 0.16% |
9 |
0.00 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.71% |
8,000 |
0.07 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 6.05% |
276,108 |
0.03 |
≡ |
Jensen Investment Management |
Reduce 6.29% |
49,284 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.40% |
252,166 |
0.81 |
≡ |
John Armitage - Egerton Capital |
Reduce 14.57% |
119,202 |
0.20 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,803,798 |
2.12 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
558 |
0.01 |
Q2  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 19.03% |
878 |
0.00 |
≡ |
Polen Capital Management |
Add 5.15% |
301,360 |
0.21 |
≡ |
Valley Forge Capital Management |
Add 0.79% |
10,656 |
0.15 |
≡ |
John Armitage - Egerton Capital |
Add 0.38% |
3,098 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.05% |
100 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
558 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
700 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 2.14% |
17,119 |
0.05 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.65% |
166,202 |
0.51 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 8.40% |
839 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 11.22% |
227,935 |
0.27 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 16.67% |
1,500 |
0.07 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.33% |
70,000 |
0.53 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
244,627 |
1.89 |
Q1  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3104.17% |
4,470 |
0.02 |
≡ |
Valley Forge Capital Management |
Add 98.36% |
665,544 |
11.21 |
≡ |
John Armitage - Egerton Capital |
Add 63.25% |
315,814 |
0.59 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.57% |
344 |
0.01 |
≡ |
Polen Capital Management |
Add 1.32% |
76,012 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 0.02% |
40 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.22% |
12,995 |
0.03 |
≡ |
Jensen Investment Management |
Reduce 4.47% |
37,495 |
0.11 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 17.46% |
755,866 |
2.46 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.29% |
687,664 |
0.89 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 45.81% |
206,768 |
1.60 |
≡ |
David Tepper - Appaloosa Management |
Reduce 47.83% |
192,500 |
0.98 |
Q4  2020 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 54.20% |
955,826 |
1.24 |
≡ |
Valley Forge Capital Management |
Add 52.17% |
231,964 |
7.69 |
≡ |
Francois Rochon - Giverny Capital |
Add 16.68% |
1,379 |
0.04 |
≡ |
Polen Capital Management |
Add 3.32% |
185,803 |
0.15 |
≡ |
Jensen Investment Management |
Add 0.47% |
3,916 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.01% |
30 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.02% |
1,347 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 6.67% |
32,241 |
0.27 |
≡ |
David Tepper - Appaloosa Management |
Reduce 9.04% |
40,000 |
0.21 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 11.48% |
561,354 |
1.82 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 25.00% |
3,000 |
0.17 |
≡ |
AltaRock Partners |
Reduce 54.45% |
210,691 |
3.16 |
≡ |
John Armitage - Egerton Capital |
Reduce 68.28% |
1,074,686 |
2.17 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 96.33% |
3,775 |
0.00 |
≡ |
Triple Frond Partners |
Sell 100.00% |
199,425 |
5.72 |
≡ |
Torray Funds |
Sell 100.00% |
659 |
0.04 |
Q3  2020 |
≡ |
John Armitage - Egerton Capital |
Add 186.65% |
1,024,924 |
2.14 |
≡ |
Chase Coleman - Tiger Global Management |
Add 16.49% |
102,500 |
0.10 |
≡ |
Polen Capital Management |
Add 1.98% |
108,677 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.41% |
115 |
0.00 |
≡ |
Valley Forge Capital Management |
Add 0.79% |
3,500 |
0.13 |
≡ |
Jensen Investment Management |
Add 0.25% |
2,095 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.04% |
2,310 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.19% |
940 |
0.01 |
≡ |
Torray Funds |
Reduce 4.08% |
28 |
0.00 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.76% |
5,000 |
0.22 |
≡ |
AltaRock Partners |
Reduce 6.07% |
25,000 |
0.40 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 9.54% |
515,610 |
1.69 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 13.12% |
592 |
0.00 |
≡ |
David Tepper - Appaloosa Management |
Reduce 18.81% |
102,500 |
0.61 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 19.99% |
440,700 |
0.64 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 25.00% |
4,000 |
0.25 |
≡ |
Triple Frond Partners |
Reduce 28.14% |
78,075 |
2.24 |
≡ |
Chris Hohn - TCI Fund Management |
Sell 100.00% |
97,450 |
0.11 |
Q2  2020 |
≡ |
Francois Rochon - Giverny Capital |
Add 319.94% |
6,210 |
0.18 |
≡ |
Valley Forge Capital Management |
Add 151.15% |
265,500 |
9.55 |
≡ |
AltaRock Partners |
Add 13.81% |
50,000 |
0.76 |
≡ |
Polen Capital Management |
Add 11.18% |
551,407 |
0.49 |