Q4  2020 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 30.43% |
7,000 |
0.39 |
≡ |
John Armitage - Egerton Capital |
Reduce 28.95% |
732,643 |
1.45 |
≡ |
Dodge & Cox |
Reduce 22.15% |
843,200 |
0.42 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 19.42% |
766,411 |
0.98 |
≡ |
Harry Burn - Sound Shore |
Reduce 15.71% |
11,200 |
0.35 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 0.83% |
28 |
0.00 |
Q3  2020 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 30.44% |
153,621 |
1.23 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 30.50% |
922,392 |
1.23 |
≡ |
Lee Ainslie - Maverick Capital |
Add 118.16% |
1,828 |
0.01 |
≡ |
First Eagle Investment Management |
Buy |
88,276 |
0.08 |
≡ |
Polen Capital Management |
Buy |
3,419,053 |
2.85 |
≡ |
David Tepper - Appaloosa Management |
Reduce 47.78% |
64,500 |
0.36 |
≡ |
Harry Burn - Sound Shore |
Reduce 20.16% |
18,000 |
0.55 |
≡ |
Jensen Investment Management |
Reduce 11.13% |
177,265 |
0.49 |
≡ |
John Armitage - Egerton Capital |
Reduce 10.79% |
306,110 |
0.59 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 3.38% |
5,590 |
0.08 |
≡ |
Torray Funds |
Reduce 3.03% |
1,355 |
0.08 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.11% |
4,252 |
0.01 |
≡ |
Dodge & Cox |
Reduce 2.02% |
78,600 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
1,014 |
0.03 |
Q2  2020 |
≡ |
Jensen Investment Management |
Add 5.13% |
77,685 |
0.22 |
≡ |
John Armitage - Egerton Capital |
Add 56.90% |
1,028,819 |
2.26 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
1,014 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 88.20% |
11,566 |
0.07 |
≡ |
David Tepper - Appaloosa Management |
Reduce 46.00% |
115,000 |
0.59 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 37.10% |
97,609 |
1.43 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 34.46% |
1,589,932 |
2.41 |
≡ |
Harry Burn - Sound Shore |
Reduce 22.68% |
26,200 |
0.77 |
≡ |
Dodge & Cox |
Reduce 21.42% |
1,058,900 |
0.53 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 17.86% |
5,000 |
0.28 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 6.65% |
14,337 |
0.02 |
≡ |
Mairs & Power Growth Fund |
Reduce 2.50% |
12,900 |
0.09 |
≡ |
Torray Funds |
Reduce 0.15% |
66 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.04% |
189 |
0.00 |
Q1  2020 |
≡ |
Jensen Investment Management |
Add 1.71% |
25,495 |
0.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 8.74% |
370,917 |
0.56 |
≡ |
Torray Funds |
Add 22.39% |
8,201 |
0.45 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 27.27% |
6,000 |
0.33 |
≡ |
Lee Ainslie - Maverick Capital |
Add 44.18% |
4,018 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 65.38% |
104,011 |
1.49 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
504,853 |
4.33 |
≡ |
John Armitage - Egerton Capital |
Reduce 35.58% |
998,761 |
2.57 |
≡ |
Harry Burn - Sound Shore |
Reduce 28.24% |
45,450 |
1.22 |
≡ |
David Tepper - Appaloosa Management |
Reduce 16.67% |
50,000 |
0.38 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.52% |
5,580 |
0.01 |
≡ |
Mairs & Power Growth Fund |
Reduce 1.90% |
10,000 |
0.07 |
≡ |
Dodge & Cox |
Reduce 0.39% |
19,300 |
0.01 |
≡ |
Viking Global Investors |
Sell 100.00% |
958,037 |
1.32 |
≡ |
Leon Cooperman |
Sell 100.00% |
141,500 |
2.25 |
≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
599,000 |
2.44 |
Q4  2019 |
≡ |
Dodge & Cox |
Add 15.11% |
651,500 |
0.26 |
≡ |
David Tepper - Appaloosa Management |
Add 20.00% |
50,000 |
0.38 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
9,095 |
0.04 |
≡ |
Viking Global Investors |
Buy |
958,037 |
1.32 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
159,089 |
2.47 |
≡ |
John Armitage - Egerton Capital |
Buy |
2,806,805 |
5.91 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 37.14% |
13,000 |
0.59 |
≡ |
Jensen Investment Management |
Reduce 18.78% |
344,440 |
1.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 14.57% |
27,450 |
0.55 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 6.31% |
285,800 |
0.45 |
≡ |
Torray Funds |
Reduce 0.34% |
125 |
0.01 |
Q3  2019 |
≡ |
Torray Funds |
Add 0.30% |
110 |
0.00 |
≡ |
Jensen Investment Management |
Add 0.93% |
16,989 |
0.04 |
≡ |
Mairs & Power Growth Fund |
Add 8.22% |
40,000 |
0.20 |
≡ |
Dodge & Cox |
Add 10.22% |
400,000 |
0.13 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 20.06% |
756,600 |
0.97 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 25.00% |
7,000 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Buy |
188,400 |
2.61 |
≡ |
David Tepper - Appaloosa Management |
Reduce 25.37% |
85,000 |
0.56 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
194,003 |
0.35 |
≡ |
Viking Global Investors |
Sell 100.00% |
4,812,185 |
5.29 |
Q2  2019 |
≡ |
Dodge & Cox |
Add 3.16% |
120,000 |
0.04 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 5.53% |
197,536 |
0.30 |
≡ |
Jensen Investment Management |
Add 13.85% |
221,097 |
0.62 |
≡ |
Viking Global Investors |
Add 28.63% |
1,071,149 |
1.18 |
≡ |
David Tepper - Appaloosa Management |
Add 34.00% |
85,000 |
0.92 |
≡ |
Mairs & Power Growth Fund |
Add 37.94% |
133,800 |
0.75 |
≡ |
Leon Cooperman |
Add 63.60% |
55,011 |
0.80 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 86.67% |
13,000 |
0.52 |
≡ |
John Armitage - Egerton Capital |
Reduce 68.03% |
412,866 |
0.74 |
≡ |
Torray Funds |
Reduce 0.96% |
357 |
0.01 |
Q1  2019 |
≡ |
Jensen Investment Management |
Add 5.83% |
87,909 |
0.26 |
≡ |
Mairs & Power Growth Fund |
Add 15.64% |
47,700 |
0.27 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 31.58% |
3,600 |
0.15 |
≡ |
Torray Funds |
Reduce 5.43% |
2,125 |
0.06 |
≡ |
Dodge & Cox |
Reduce 1.75% |
67,700 |
0.02 |
≡ |
Leon Cooperman |
Reduce 0.59% |
511 |
0.01 |
Q4  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 18.46% |
557,057 |
0.94 |
≡ |
Leon Cooperman |
Reduce 53.45% |
99,900 |
2.43 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 40.00% |
7,600 |
0.31 |
≡ |
David Tepper - Appaloosa Management |
Reduce 28.34% |
98,890 |
1.21 |
≡ |
Thomas Gayner - Markel Group |
Reduce 9.65% |
64,000 |
0.30 |
≡ |
Dodge & Cox |
Reduce 0.77% |
30,000 |
0.01 |
≡ |
Torray Funds |
Reduce 0.12% |
47 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.07% |
1,070 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
24,820 |
0.08 |
Q3  2018 |
≡ |
David Tepper - Appaloosa Management |
Reduce 34.10% |
180,500 |
0.85 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 26.78% |
1,103,754 |
1.51 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 18.57% |
5,660 |
0.02 |
≡ |
Dodge & Cox |
Reduce 8.45% |
359,100 |
0.13 |