Q4  2021 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
262,500 |
1.39 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,400,000 |
1.70 |
Q3  2021 |
≡ |
Terry Smith - Fundsmith |
Add 0.90% |
58,709 |
0.04 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.88% |
10,000 |
0.23 |
≡ |
Polen Capital Management |
Add 6.17% |
634,290 |
0.26 |
≡ |
John Armitage - Egerton Capital |
Add 15.58% |
680,797 |
0.72 |
≡ |
Viking Global Investors |
Add 18.82% |
417,572 |
0.26 |
≡ |
Chris Hohn - TCI Fund Management |
Add 41.84% |
5,881,421 |
3.15 |
≡ |
Lee Ainslie - Maverick Capital |
Add 248.08% |
515,895 |
1.27 |
≡ |
First Eagle Investment Management |
Reduce 58.50% |
14,798 |
0.01 |
≡ |
AKO Capital |
Reduce 35.27% |
700,489 |
1.62 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 21.05% |
4,000 |
0.11 |
≡ |
Daniel Loeb - Third Point |
Reduce 6.67% |
100,000 |
0.12 |
≡ |
David Tepper - Appaloosa Management |
Reduce 4.55% |
12,500 |
0.07 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 4.26% |
425,000 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.68% |
41,267 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.99% |
1,394 |
0.04 |
≡ |
Torray Funds |
Reduce 0.94% |
316 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.88% |
3,584 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.58% |
1,946 |
0.03 |
Q2  2021 |
≡ |
Thomas Gayner - Markel Group |
Add 0.04% |
360 |
0.00 |
≡ |
Torray Funds |
Add 0.21% |
69 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Add 0.41% |
17,929 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Add 0.68% |
44,008 |
0.03 |
≡ |
AKO Capital |
Add 0.70% |
13,891 |
0.04 |
≡ |
Polen Capital Management |
Add 4.57% |
448,979 |
0.20 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.31% |
16,791 |
0.24 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2296.85% |
199,275 |
0.44 |
≡ |
First Eagle Investment Management |
Reduce 66.23% |
49,610 |
0.02 |
≡ |
Viking Global Investors |
Reduce 45.05% |
1,819,346 |
1.30 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.73% |
140,000 |
0.68 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 9.52% |
2,000 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.31% |
6,328 |
0.21 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.10% |
8,712 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.23% |
30,596 |
0.05 |
Q1  2021 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.04% |
2,180 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.10% |
940 |
0.00 |
≡ |
Polen Capital Management |
Add 2.27% |
218,092 |
0.10 |
≡ |
Torray Funds |
Add 2.61% |
853 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.61% |
11,012 |
0.16 |
≡ |
John Armitage - Egerton Capital |
Add 3.75% |
157,349 |
0.18 |
≡ |
Terry Smith - Fundsmith |
Add 6.05% |
370,101 |
0.25 |
≡ |
Lee Ainslie - Maverick Capital |
Add 39.58% |
2,460 |
0.01 |
≡ |
Valley Forge Capital Management |
Add 88.68% |
477,181 |
4.78 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.06% |
205,000 |
0.62 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 26.64% |
53,340 |
1.74 |
≡ |
Triple Frond Partners |
Reduce 24.00% |
143,500 |
3.77 |
≡ |
AKO Capital |
Reduce 15.67% |
366,448 |
0.96 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.80% |
35,128 |
0.07 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.44% |
88,559 |
0.14 |
≡ |
Daniel Loeb - Third Point |
Reduce 3.23% |
50,000 |
0.07 |
≡ |
Viking Global Investors |
Reduce 1.15% |
47,029 |
0.03 |
Q4  2020 |
≡ |
Thomas Gayner - Markel Group |
Add 0.01% |
90 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.33% |
4,005 |
0.07 |
≡ |
Polen Capital Management |
Add 3.07% |
285,843 |
0.15 |
≡ |
Mairs & Power Growth Fund |
Add 8.00% |
50,000 |
0.23 |
≡ |
Valley Forge Capital Management |
Add 11.43% |
55,200 |
1.12 |
≡ |
AKO Capital |
Add 11.62% |
243,500 |
0.69 |
≡ |
John Armitage - Egerton Capital |
Add 98.39% |
2,080,265 |
2.57 |
≡ |
First Eagle Investment Management |
Add 104.76% |
38,323 |
0.03 |
≡ |
Viking Global Investors |
Add 1170.40% |
3,763,943 |
2.27 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 12.50% |
3,000 |
0.10 |
≡ |
David Tepper - Appaloosa Management |
Reduce 8.82% |
60,000 |
0.20 |
≡ |
Triple Frond Partners |
Reduce 8.00% |
52,000 |
1.39 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 7.58% |
510 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.63% |
11,935 |
0.39 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.81% |
22,737 |
0.04 |
≡ |
Torray Funds |
Reduce 3.38% |
1,141 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.42% |
10,947 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.20% |
12,495 |
0.01 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.02% |
812 |
0.00 |
≡ |
AltaRock Partners |
Reduce 0.02% |
2 |
0.00 |
Q3  2020 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.35% |
1,057 |
0.02 |
≡ |
Torray Funds |
Add 1.16% |
387 |
0.01 |
≡ |
AKO Capital |
Add 1.90% |
38,989 |
0.12 |
≡ |
Polen Capital Management |
Add 3.86% |
346,117 |
0.19 |
≡ |
Mairs & Power Growth Fund |
Add 15.74% |
85,000 |
0.39 |
≡ |
Daniel Loeb - Third Point |
Add 24.00% |
300,000 |
0.60 |
≡ |
Chris Hohn - TCI Fund Management |
Add 25.34% |
2,842,505 |
2.04 |
≡ |
Viking Global Investors |
Add 95.04% |
156,706 |
0.11 |
≡ |
First Eagle Investment Management |
Buy |
36,581 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
6,726 |
0.03 |
≡ |
John Armitage - Egerton Capital |
Buy |
2,114,311 |
2.61 |
≡ |
David Tepper - Appaloosa Management |
Reduce 19.05% |
160,000 |
0.56 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.18% |
11,579 |
0.37 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.45% |
11,891 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.14% |
29,839 |
0.05 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.26% |
16,129 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
2,411,124 |
2.39 |
Q2  2020 |
≡ |
Torray Funds |
Add 0.68% |
224 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 0.86% |
52,218 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.93% |
24,213 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.16% |
6,356 |
0.12 |
≡ |
Mairs & Power Growth Fund |
Add 5.88% |
30,000 |
0.14 |
≡ |
Polen Capital Management |
Add 10.20% |
830,879 |
0.49 |
≡ |
AKO Capital |
Add 14.64% |
262,531 |
0.88 |
≡ |
Chris Hohn - TCI Fund Management |
Add 52.35% |
3,853,636 |
2.95 |
≡ |
Lindsell Train |
Buy |
5,900 |
0.02 |
≡ |
David Tepper - Appaloosa Management |
Buy |
840,000 |
2.82 |
≡ |
AltaRock Partners |
Reduce 95.92% |
200,000 |
1.88 |