Q2  2022 |
≡ |
Dodge & Cox |
Reduce 3.72% |
96,100 |
0.06 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 4.76% |
500 |
0.04 |
≡ |
Daniel Loeb - Third Point |
Reduce 5.79% |
35,000 |
0.43 |
≡ |
Mairs & Power Growth Fund |
Reduce 6.88% |
40,000 |
0.46 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 7.54% |
65,266 |
0.32 |
≡ |
John Armitage - Egerton Capital |
Reduce 8.44% |
138,007 |
0.48 |
≡ |
David Tepper - Appaloosa Management |
Reduce 10.71% |
18,000 |
0.58 |
≡ |
Torray Funds |
Reduce 12.79% |
3,913 |
0.39 |
≡ |
First Eagle Investment Management |
Reduce 14.15% |
11,718 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 19.57% |
29,955 |
0.10 |
≡ |
Polen Capital Management |
Reduce 22.49% |
846,099 |
1.15 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 25.40% |
158,384 |
2.53 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 30.65% |
1,090 |
0.02 |
≡ |
Viking Global Investors |
Sell 100.00% |
76,910 |
0.16 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
2,435 |
0.07 |
Q1  2022 |
≡ |
David Rolfe - Wedgewood Partners |
Add 20.49% |
10,750 |
0.77 |
≡ |
Viking Global Investors |
Buy |
76,910 |
0.16 |
≡ |
Polen Capital Management |
Reduce 2.96% |
114,675 |
0.11 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 4.55% |
500 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 4.69% |
30,659 |
0.39 |
≡ |
Mairs & Power Growth Fund |
Reduce 4.75% |
29,000 |
0.27 |
≡ |
David Tepper - Appaloosa Management |
Reduce 6.15% |
11,000 |
0.22 |
≡ |
Jensen Investment Management |
Reduce 8.90% |
112,365 |
0.43 |
≡ |
Torray Funds |
Reduce 11.15% |
3,840 |
0.32 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 14.34% |
25,626 |
0.07 |
≡ |
First Eagle Investment Management |
Reduce 18.25% |
18,479 |
0.02 |
≡ |
John Armitage - Egerton Capital |
Reduce 19.36% |
392,598 |
1.05 |
≡ |
Daniel Loeb - Third Point |
Reduce 23.42% |
185,000 |
1.23 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 40.07% |
1,628 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 62.30% |
1,430,509 |
4.35 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 98.40% |
218,105 |
3.07 |
Q4  2021 |
≡ |
Daniel Loeb - Third Point |
Add 16.18% |
110,000 |
0.39 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.36% |
243 |
0.01 |
≡ |
Polen Capital Management |
Add 1.85% |
70,473 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Add 0.95% |
494 |
0.03 |
≡ |
Jensen Investment Management |
Reduce 0.64% |
8,100 |
0.03 |
≡ |
Mairs & Power Growth Fund |
Reduce 0.81% |
5,000 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.97% |
4,460 |
0.07 |
≡ |
John Armitage - Egerton Capital |
Reduce 2.07% |
42,950 |
0.10 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.79% |
18,782 |
0.19 |
≡ |
First Eagle Investment Management |
Reduce 4.03% |
4,257 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.44% |
8,309 |
0.02 |
≡ |
Torray Funds |
Reduce 9.65% |
3,677 |
0.27 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 23.62% |
709,903 |
1.46 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 37.14% |
6,500 |
0.39 |
≡ |
Viking Global Investors |
Sell 100.00% |
726,474 |
0.79 |
Q3  2021 |
≡ |
Daniel Loeb - Third Point |
Add 13.33% |
80,000 |
0.17 |
≡ |
Polen Capital Management |
Add 1.90% |
70,893 |
0.05 |
≡ |
Dodge & Cox |
Add 0.92% |
23,500 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
51,972 |
2.86 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
3,820 |
0.09 |
≡ |
First Eagle Investment Management |
Reduce 0.85% |
909 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Reduce 1.60% |
33,727 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.09% |
7,972 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 4.28% |
8,000 |
0.07 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 5.41% |
1,000 |
0.05 |
≡ |
Torray Funds |
Reduce 5.86% |
2,371 |
0.14 |
≡ |
Jensen Investment Management |
Reduce 6.38% |
86,530 |
0.27 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.57% |
15,898 |
0.22 |
≡ |
Viking Global Investors |
Reduce 59.61% |
1,072,176 |
1.17 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
60,100 |
1.93 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
7,247 |
0.03 |
Q2  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 351.53% |
5,642 |
0.02 |
≡ |
John Armitage - Egerton Capital |
Add 12.57% |
235,023 |
0.47 |
≡ |
Polen Capital Management |
Add 4.66% |
166,431 |
0.13 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 2.24% |
14,764 |
0.12 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.58% |
1,144 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.79% |
4,411 |
0.06 |
≡ |
Dodge & Cox |
Reduce 4.13% |
110,300 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 4.47% |
140,584 |
0.18 |
≡ |
Jensen Investment Management |
Reduce 6.05% |
87,311 |
0.26 |
≡ |
Torray Funds |
Reduce 6.77% |
2,940 |
0.17 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 15.91% |
3,500 |
0.18 |
≡ |
David Tepper - Appaloosa Management |
Reduce 32.61% |
90,500 |
0.75 |
≡ |
Viking Global Investors |
Reduce 41.62% |
1,282,224 |
1.56 |
Q1  2021 |
≡ |
Daniel Loeb - Third Point |
Add 87.50% |
280,000 |
0.70 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 51.08% |
83,316 |
1.01 |
≡ |
David Tepper - Appaloosa Management |
Add 38.75% |
77,500 |
0.41 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 37.50% |
6,000 |
0.31 |
≡ |
Mairs & Power Growth Fund |
Add 20.59% |
105,000 |
0.77 |
≡ |
Viking Global Investors |
Add 10.28% |
287,209 |
0.32 |
≡ |
John Armitage - Egerton Capital |
Add 3.97% |
71,469 |
0.14 |
≡ |
Polen Capital Management |
Add 2.76% |
95,941 |
0.08 |
≡ |
Jensen Investment Management |
Add 1.57% |
22,358 |
0.07 |
≡ |
Torray Funds |
Reduce 0.02% |
9 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.64% |
1,256 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.76% |
820 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 1.05% |
33,446 |
0.05 |
≡ |
Dodge & Cox |
Reduce 9.93% |
294,300 |
0.14 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 52.05% |
1,742 |
0.01 |
Q4  2020 |
≡ |
David Tepper - Appaloosa Management |
Add 183.69% |
129,500 |
0.68 |
≡ |
First Eagle Investment Management |
Add 21.49% |
18,974 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 2.01% |
3,213 |
0.04 |
≡ |
Polen Capital Management |
Add 1.60% |
54,656 |
0.04 |
≡ |
Mairs & Power Growth Fund |
Add 1.27% |
6,400 |
0.05 |
≡ |
Jensen Investment Management |
Add 0.42% |
5,896 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.19% |
373 |
0.00 |
≡ |
Torray Funds |
Add 0.04% |
17 |
0.00 |
≡ |
Viking Global Investors |
Buy |
2,793,665 |
2.69 |
≡ |
Daniel Loeb - Third Point |
Buy |
320,000 |
0.87 |