Q2  2020 |
≡ |
Valley Forge Capital Management |
Add 151.15% |
265,500 |
9.55 |
≡ |
Francois Rochon - Giverny Capital |
Add 319.94% |
6,210 |
0.18 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,511 |
0.03 |
≡ |
Torray Funds |
Buy |
687 |
0.04 |
≡ |
David Tepper - Appaloosa Management |
Buy |
545,000 |
2.80 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 27.27% |
6,000 |
0.33 |
≡ |
John Armitage - Egerton Capital |
Reduce 25.29% |
185,926 |
0.41 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 20.01% |
121,190 |
1.01 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 14.69% |
107,000 |
0.12 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 9.54% |
570,486 |
1.71 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 7.50% |
370,000 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 4.64% |
107,200 |
0.16 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
140,000 |
1.12 |
Q1  2020 |
≡ |
Thomas Gayner - Markel Group |
Add 0.74% |
1,520 |
0.01 |
≡ |
Polen Capital Management |
Add 4.48% |
211,381 |
0.22 |
≡ |
Chuck Akre - Akre Capital Management |
Add 8.62% |
459,438 |
1.08 |
≡ |
Chase Coleman - Tiger Global Management |
Add 16.37% |
102,500 |
0.15 |
≡ |
Triple Frond Partners |
Add 18.09% |
42,500 |
1.14 |
≡ |
Jensen Investment Management |
Add 31.93% |
201,390 |
0.54 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 37.50% |
6,000 |
0.32 |
≡ |
Valley Forge Capital Management |
Add 107.01% |
90,800 |
4.65 |
≡ |
Yacktman Asset Management |
Buy |
9,280 |
0.04 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
97,450 |
0.11 |
≡ |
John Armitage - Egerton Capital |
Reduce 49.37% |
716,603 |
1.79 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 13.59% |
95,285 |
0.79 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 9.68% |
15,000 |
0.12 |
≡ |
AltaRock Partners |
Reduce 8.82% |
35,000 |
0.54 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 6.31% |
402,903 |
0.98 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 3.13% |
74,625 |
0.11 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
6,928 |
0.03 |
≡ |
Torray Funds |
Sell 100.00% |
723 |
0.04 |
Q4  2019 |
≡ |
Thomas Gayner - Markel Group |
Add 1.70% |
3,450 |
0.01 |
≡ |
Polen Capital Management |
Add 3.46% |
157,840 |
0.19 |
≡ |
Valley Forge Capital Management |
Add 10.41% |
8,000 |
0.46 |
≡ |
Chase Coleman - Tiger Global Management |
Add 13.83% |
76,068 |
0.13 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 48.46% |
778,839 |
1.25 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
6,928 |
0.03 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 16.00% |
20,000 |
0.73 |
≡ |
Triple Frond Partners |
Reduce 13.38% |
36,300 |
0.93 |
≡ |
Torray Funds |
Reduce 8.25% |
65 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 6.06% |
10,000 |
0.06 |
≡ |
Jensen Investment Management |
Reduce 4.88% |
32,341 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 4.81% |
98 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.37% |
291,741 |
0.67 |
≡ |
John Armitage - Egerton Capital |
Reduce 2.50% |
37,219 |
0.08 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
295 |
0.00 |
Q3  2019 |
≡ |
Polen Capital Management |
Add 3.94% |
172,942 |
0.22 |
≡ |
Thomas Gayner - Markel Group |
Add 4.01% |
7,800 |
0.03 |
≡ |
Valley Forge Capital Management |
Add 114.97% |
41,100 |
2.49 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 69.72% |
380,000 |
2.42 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 34.88% |
375,559 |
2.81 |
≡ |
Jensen Investment Management |
Reduce 14.94% |
116,487 |
0.34 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 7.41% |
10,000 |
0.35 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 5.88% |
1,000 |
0.04 |
≡ |
John Armitage - Egerton Capital |
Reduce 5.56% |
87,595 |
0.17 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 3.81% |
63,700 |
0.10 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.51% |
242,751 |
0.51 |
≡ |
Torray Funds |
Reduce 0.88% |
7 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
455 |
0.00 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Sell 100.00% |
53,910 |
3.42 |
Q2  2019 |
≡ |
Thomas Gayner - Markel Group |
Add 3.46% |
6,500 |
0.03 |
≡ |
Polen Capital Management |
Add 65.88% |
1,744,262 |
2.24 |
≡ |
Torray Funds |
Buy |
795 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 40.14% |
1,120,530 |
1.84 |
≡ |
John Armitage - Egerton Capital |
Reduce 35.55% |
869,451 |
1.68 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 17.32% |
11,295 |
0.72 |
≡ |
Jensen Investment Management |
Reduce 17.29% |
163,007 |
0.49 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 12.82% |
2,500 |
0.11 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.02% |
521,695 |
1.05 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 3.37% |
19,000 |
0.11 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
316 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
24,510 |
0.08 |
Q1  2019 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.02% |
900 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 3.29% |
6,000 |
0.02 |
≡ |
Triple Frond Partners |
Add 10.73% |
26,300 |
0.72 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 97.14% |
831,308 |
2.71 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 47.15% |
17,400 |
0.68 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 14.42% |
95,000 |
0.49 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 9.69% |
7,000 |
0.40 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.94% |
641,156 |
1.17 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 5.20% |
153,100 |
0.21 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 3.57% |
5,000 |
0.16 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.55% |
28,200 |
0.19 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 1.69% |
35 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.21% |
1,941 |
0.01 |
Q4  2018 |
≡ |
Jensen Investment Management |
Add 0.36% |
3,345 |
0.01 |
≡ |
Triple Frond Partners |
Add 31.72% |
59,000 |
1.36 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 130.63% |
20,900 |
0.65 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,944,587 |
3.76 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 54.20% |
780,000 |
3.55 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 29.53% |
358,572 |
0.99 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 5.79% |
67,933 |
0.39 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 4.87% |
3,695 |
0.18 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.28% |
273,552 |
0.43 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.00% |
150 |
0.00 |
Q3  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 6.44% |
73,513 |
0.20 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 34.14% |
1,075 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 25.17% |
394,426 |
2.24 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 20.00% |
35,000 |
1.05 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 15.62% |
14,055 |
0.69 |