Q1  2022 |
≡ |
First Eagle Investment Management |
Add 50.81% |
1,711,722 |
0.93 |
≡ |
Hillman Value Fund |
Add 63.16% |
12,000 |
1.13 |
≡ |
Polen Capital Management |
Add 26.07% |
2,722,842 |
1.18 |
≡ |
David Rolfe - Wedgewood Partners |
Add 28.71% |
48,869 |
1.53 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 30.79% |
177,972 |
3.81 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,662,065 |
4.85 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
80,000 |
10.75 |
Q4  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.06% |
153 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.92% |
390 |
0.02 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.43% |
2,494 |
0.07 |
≡ |
Bill Miller - Miller Value Partners |
Add 3.63% |
10,884 |
0.13 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 14.29% |
4,000 |
0.16 |
≡ |
Viking Global Investors |
Add 10.60% |
180,813 |
0.18 |
≡ |
Terry Smith - Fundsmith |
Add 5.59% |
360,125 |
0.30 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.23% |
79,513 |
0.32 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 7.14% |
10,000 |
0.33 |
≡ |
Dodge & Cox |
Add 78.88% |
1,952,300 |
0.69 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 4.10% |
8,800 |
0.77 |
≡ |
David Rolfe - Wedgewood Partners |
Add 15.84% |
23,271 |
1.04 |
≡ |
Li Lu - Himalaya Capital Management |
Add 53.02% |
303,600 |
3.83 |
Q3  2021 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.48% |
201 |
0.01 |
≡ |
Dodge & Cox |
Add 0.92% |
22,500 |
0.01 |
≡ |
Torray Funds |
Add 11.71% |
2,163 |
0.11 |
≡ |
Polen Capital Management |
Add 1.90% |
246,874 |
0.15 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.92% |
13,863 |
0.28 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 9.13% |
80,917 |
0.58 |
Q2  2021 |
≡ |
Terry Smith - Fundsmith |
Add 0.10% |
6,488 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.79% |
1,160 |
0.01 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
1,400 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.39% |
12,432 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.16% |
2,680 |
0.06 |
≡ |
Bill Miller - Miller Value Partners |
Add 2.71% |
8,753 |
0.08 |
≡ |
Christopher Bloomstran - Semper Augustus |
Buy |
900 |
0.10 |
≡ |
Dodge & Cox |
Add 12.07% |
264,200 |
0.10 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 3.99% |
36,171 |
0.16 |
≡ |
Polen Capital Management |
Add 3.92% |
489,542 |
0.33 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 2.14% |
4,500 |
0.42 |
≡ |
AltaRock Partners |
Add 2.64% |
57,500 |
0.55 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 24.44% |
239,288 |
0.56 |
≡ |
Seth Klarman - Baupost Group |
Add 19.28% |
250,000 |
0.71 |
≡ |
Triple Frond Partners |
Add 21.14% |
31,600 |
1.19 |
Q1  2021 |
≡ |
Terry Smith - Fundsmith |
Add 0.23% |
14,774 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.28% |
120 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.91% |
1,323 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 0.65% |
5,823 |
0.02 |
≡ |
Torray Funds |
Add 3.56% |
642 |
0.03 |
≡ |
Dodge & Cox |
Add 4.01% |
84,300 |
0.03 |
≡ |
Polen Capital Management |
Add 1.44% |
177,413 |
0.12 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 3.03% |
23,000 |
0.15 |
≡ |
First Eagle Investment Management |
Add 7.92% |
258,279 |
0.20 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.48% |
12,025 |
0.24 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 21.21% |
7,000 |
0.29 |
≡ |
John Armitage - Egerton Capital |
Add 10.36% |
282,271 |
0.44 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 12.89% |
101,167 |
0.65 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 19.66% |
23,000 |
0.75 |
≡ |
Seth Klarman - Baupost Group |
Add 40.98% |
377,000 |
0.89 |
≡ |
Viking Global Investors |
Add 127.60% |
1,316,710 |
1.15 |
≡ |
Hillman Value Fund |
Add 72.73% |
8,000 |
1.40 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 58.36% |
2,086,813 |
2.23 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 22.13% |
135,248 |
4.17 |
≡ |
AltaRock Partners |
Add 27.21% |
465,800 |
5.21 |
≡ |
Triple Frond Partners |
Buy |
149,500 |
5.46 |
Q4  2020 |
≡ |
Thomas Gayner - Markel Group |
Add 0.22% |
320 |
0.00 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.49% |
1,739 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.75% |
24,189 |
0.02 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.74% |
4,518 |
0.16 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.75% |
7,929 |
0.17 |
≡ |
Polen Capital Management |
Add 3.04% |
363,347 |
0.23 |
≡ |
Viking Global Investors |
Buy |
1,031,928 |
0.78 |
≡ |
Seth Klarman - Baupost Group |
Add 63.41% |
357,000 |
0.90 |
≡ |
David Tepper - Appaloosa Management |
Add 13.78% |
243,500 |
0.99 |
≡ |
Lee Ainslie - Maverick Capital |
Add 19.11% |
260,094 |
1.14 |
≡ |
AltaRock Partners |
Buy |
1,711,882 |
19.60 |
Q3  2020 |
≡ |
Torray Funds |
Add 0.58% |
108 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.43% |
910 |
0.02 |
≡ |
First Eagle Investment Management |
Add 2.90% |
91,323 |
0.07 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 8.55% |
2,600 |
0.12 |
≡ |
Polen Capital Management |
Add 1.68% |
197,726 |
0.14 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 8.73% |
6,059 |
0.61 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 11.06% |
582,547 |
0.66 |
≡ |
Daniel Loeb - Third Point |
Add 32.35% |
275,000 |
0.72 |
≡ |
John Armitage - Egerton Capital |
Add 23.99% |
632,314 |
1.02 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
50,000 |
8.49 |
≡ |
Li Lu - Himalaya Capital Management |
Add 118.59% |
722,100 |
14.42 |
Q2  2020 |
≡ |
Terry Smith - Fundsmith |
Add 0.15% |
9,649 |
0.01 |
≡ |
First Eagle Investment Management |
Add 0.32% |
9,879 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.76% |
7,767 |
0.02 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.89% |
3,115 |
0.03 |
≡ |
Torray Funds |
Add 3.28% |
591 |
0.03 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 6.42% |
21,237 |
0.24 |
≡ |
John Armitage - Egerton Capital |
Add 6.58% |
162,661 |
0.27 |
≡ |
Polen Capital Management |
Add 9.05% |
975,597 |
0.67 |
≡ |
Francois Rochon - Giverny Capital |
Add 24.40% |
41,336 |
0.93 |
≡ |
Dodge & Cox |
Buy |
2,551,500 |
0.97 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.85% |
35,394 |
1.30 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 9.24% |
22,000 |
1.95 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 49.12% |
1,734,964 |
2.02 |
≡ |
Daniel Loeb - Third Point |
Buy |
850,000 |
2.65 |
≡ |
Lee Ainslie - Maverick Capital |
Add 177.40% |
1,085,179 |
5.18 |
≡ |
Li Lu - Himalaya Capital Management |
Buy |
608,900 |
13.00 |