Q4  2020 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Reduce 17.78% |
57,420 |
2.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 29.33% |
44,000 |
0.61 |
≡ |
Triple Frond Partners |
Reduce 45.49% |
820,000 |
8.76 |
≡ |
Seth Klarman - Baupost Group |
Reduce 48.52% |
1,500,000 |
1.22 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 50.00% |
429,800 |
0.17 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 63.50% |
1,770,020 |
3.65 |
Q3  2020 |
≡ |
Polen Capital Management |
Add 3.66% |
1,190,300 |
0.23 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 3.40% |
286,060 |
0.20 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 2.17% |
19,980 |
0.22 |
≡ |
AKO Capital |
Add 1.95% |
72,380 |
0.08 |
≡ |
First Eagle Investment Management |
Add 0.24% |
15,200 |
0.00 |
≡ |
Yacktman Asset Management |
Add 0.23% |
10,660 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.19% |
5,420 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.45% |
3,280 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.86% |
29,180 |
0.02 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 1.02% |
609,080 |
0.16 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.52% |
1,300 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.23% |
4,220 |
0.06 |
≡ |
Dodge & Cox |
Reduce 2.87% |
882,000 |
0.11 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 5.14% |
810,720 |
0.33 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.99% |
632,160 |
0.29 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 9.64% |
16,000 |
0.21 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.12% |
428,820 |
0.47 |
≡ |
David Tepper - Appaloosa Management |
Reduce 22.90% |
1,530,000 |
1.99 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 25.00% |
200,000 |
1.87 |
≡ |
Seth Klarman - Baupost Group |
Reduce 28.00% |
1,202,000 |
0.96 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 28.30% |
1,058,260 |
1.44 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 44.02% |
8,240 |
0.02 |
≡ |
Mason Hawkins - Longleaf Partners |
Sell 100.00% |
502,180 |
3.24 |
Q2  2020 |
≡ |
AKO Capital |
Add 17.30% |
546,400 |
0.67 |
≡ |
Polen Capital Management |
Add 10.47% |
3,083,000 |
0.66 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 6.85% |
539,220 |
0.39 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.39% |
43,640 |
0.31 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.87% |
29,220 |
0.02 |
≡ |
Torray Funds |
Add 0.27% |
20 |
0.00 |
≡ |
First Eagle Investment Management |
Add 0.10% |
6,480 |
0.00 |
≡ |
Li Lu - Himalaya Capital Management |
Buy |
1,718,000 |
11.42 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.28% |
240 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.43% |
228,580 |
0.09 |
≡ |
Yacktman Asset Management |
Reduce 1.48% |
70,400 |
0.08 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 1.83% |
17,100 |
0.20 |
≡ |
Mairs & Power Growth Fund |
Reduce 1.83% |
68,000 |
0.12 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.66% |
7,200 |
0.10 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 3.70% |
2,294,020 |
0.64 |
≡ |
John Armitage - Egerton Capital |
Reduce 5.39% |
451,120 |
0.24 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.74% |
12,000 |
0.16 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.48% |
540,000 |
0.66 |
≡ |
Dodge & Cox |
Reduce 8.56% |
2,882,000 |
0.34 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 11.58% |
489,620 |
0.73 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 15.96% |
671,740 |
0.68 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 22.08% |
791,540 |
1.58 |
≡ |
Seth Klarman - Baupost Group |
Reduce 28.56% |
1,716,400 |
1.52 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 48.63% |
475,400 |
3.07 |
Q1  2020 |
≡ |
David Katz - Matrix Asset Advisors |
Add 427.61% |
159,500 |
2.12 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 352.51% |
729,200 |
10.70 |
≡ |
First Eagle Investment Management |
Add 36.09% |
1,682,940 |
0.36 |
≡ |
Yacktman Asset Management |
Add 30.99% |
1,123,520 |
1.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 25.88% |
1,619,040 |
0.95 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 21.92% |
32,000 |
0.41 |
≡ |
John Armitage - Egerton Capital |
Add 11.17% |
839,960 |
0.51 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 10.62% |
31,000 |
1.26 |
≡ |
Polen Capital Management |
Add 4.54% |
1,278,380 |
0.32 |
≡ |
Thomas Gayner - Markel Group |
Add 1.43% |
38,700 |
0.04 |
≡ |
Triple Frond Partners |
Buy |
1,802,400 |
11.68 |
≡ |
Seth Klarman - Baupost Group |
Buy |
6,010,000 |
5.18 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
859,620 |
0.29 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.16% |
5,320 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 0.67% |
416,260 |
0.11 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.76% |
40,000 |
0.37 |
≡ |
Mairs & Power Growth Fund |
Reduce 5.21% |
204,000 |
0.33 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 6.09% |
273,000 |
0.24 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 6.47% |
47,220 |
0.35 |
≡ |
Dodge & Cox |
Reduce 7.53% |
2,742,000 |
0.31 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 7.59% |
80,260 |
0.43 |
≡ |
Torray Funds |
Reduce 8.50% |
680 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 9.17% |
1,616,260 |
0.64 |
≡ |
AKO Capital |
Reduce 13.33% |
485,800 |
0.60 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 14.91% |
3,280 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 16.53% |
710,080 |
1.42 |
≡ |
David Tepper - Appaloosa Management |
Reduce 17.95% |
1,580,000 |
2.81 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 29.36% |
35,580 |
0.39 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 31.59% |
1,952,580 |
2.40 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
160,000 |
13.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
2,040,000 |
2.95 |
Q4  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 30.36% |
34,000 |
0.35 |
≡ |
AKO Capital |
Add 23.10% |
683,720 |
0.98 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 22.50% |
1,149,020 |
0.59 |
≡ |
Polen Capital Management |
Add 3.28% |
894,100 |
0.24 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.46% |
17,520 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 1.74% |
46,400 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 0.05% |
2,160 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 0.16% |
5,820 |
0.00 |
≡ |
David Tepper - Appaloosa Management |
Reduce 1.10% |
98,000 |
0.17 |
≡ |
Torray Funds |
Reduce 1.23% |
100 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.36% |
900 |
0.11 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 3.45% |
30,000 |
0.25 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 6.06% |
276,900 |
0.48 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.63% |
423,620 |
0.31 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 12.04% |
8,538,960 |
2.52 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 15.07% |
1,096,760 |
1.07 |