Q1  2021 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 98.96% |
1,317,100 |
4.77 |
≡ |
Greg Alexander - Conifer Management |
Sell 100.00% |
240,000 |
1.28 |
Q4  2020 |
≡ |
Viking Global Investors |
Add 222.89% |
8,556,840 |
2.06 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 21.85% |
60,000 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Add 9.71% |
15,120 |
0.10 |
≡ |
Polen Capital Management |
Add 2.12% |
191,620 |
0.04 |
≡ |
First Eagle Investment Management |
Add 0.58% |
22,900 |
0.01 |
≡ |
Jensen Investment Management |
Add 0.46% |
39,500 |
0.03 |
≡ |
Daniel Loeb - Third Point |
Buy |
5,200,000 |
3.51 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,500 |
0.04 |
≡ |
Dodge & Cox |
Reduce 0.14% |
2,000 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.42% |
28,380 |
0.02 |
≡ |
Torray Funds |
Reduce 0.67% |
740 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 1.05% |
8,720 |
0.03 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.36% |
259,100 |
0.11 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 7.39% |
41,100 |
0.54 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.72% |
2,060 |
0.00 |
≡ |
AltaRock Partners |
Reduce 11.35% |
819,380 |
3.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 13.40% |
481,960 |
0.57 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 15.48% |
243,680 |
0.79 |
≡ |
Harry Burn - Sound Shore |
Reduce 15.93% |
41,000 |
0.32 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 22.97% |
78,780 |
2.59 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 50.00% |
431,060 |
0.17 |
≡ |
Greg Alexander - Conifer Management |
Reduce 80.95% |
1,020,000 |
5.44 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
610,000 |
0.13 |
Q3  2020 |
≡ |
First Eagle Investment Management |
Add 10.68% |
381,040 |
0.08 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 8.75% |
27,600 |
0.78 |
≡ |
Polen Capital Management |
Add 2.16% |
191,180 |
0.04 |
≡ |
Torray Funds |
Add 0.51% |
560 |
0.01 |
≡ |
Jensen Investment Management |
Add 0.27% |
23,160 |
0.02 |
≡ |
AltaRock Partners |
Add 0.18% |
12,840 |
0.04 |
≡ |
Leon Cooperman |
Buy |
1,200,000 |
8.65 |
≡ |
Viking Global Investors |
Buy |
3,838,980 |
1.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.09% |
73,620 |
0.05 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.08% |
29,740 |
0.34 |
≡ |
Harry Burn - Sound Shore |
Reduce 8.53% |
24,000 |
0.17 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.82% |
2,580 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 9.43% |
495,780 |
1.09 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 10.52% |
422,960 |
0.46 |
≡ |
Dodge & Cox |
Reduce 14.63% |
240,000 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 15.40% |
28,340 |
0.19 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 17.06% |
170,980 |
0.50 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 20.49% |
515,480 |
0.97 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 26.58% |
2,152,520 |
0.88 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 52.23% |
1,721,580 |
5.63 |
Q2  2020 |
≡ |
Francois Rochon - Giverny Capital |
Add 38.87% |
51,520 |
0.36 |
≡ |
AltaRock Partners |
Add 23.82% |
1,386,000 |
5.04 |
≡ |
Polen Capital Management |
Add 7.60% |
625,460 |
0.13 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.96% |
64,360 |
0.04 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.59% |
5,900 |
0.02 |
≡ |
Jensen Investment Management |
Add 0.21% |
18,280 |
0.01 |
≡ |
Torray Funds |
Add 0.09% |
100 |
0.00 |
≡ |
Guy Spier - Aquamarine Capital |
Buy |
16,000 |
0.83 |
≡ |
Lindsell Train |
Buy |
16,000 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.30% |
190,600 |
0.08 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.56% |
231,420 |
0.82 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 8.62% |
55,260 |
0.66 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 9.00% |
520,000 |
1.06 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 12.45% |
357,980 |
0.72 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.64% |
581,760 |
0.59 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 16.30% |
5,700 |
0.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 36.36% |
160,700 |
1.14 |
≡ |
Greg Alexander - Conifer Management |
Reduce 79.00% |
4,740,000 |
23.21 |
≡ |
Robert Vinall - RV Capital GmbH |
Sell 100.00% |
228,000 |
9.39 |
≡ |
Leon Cooperman |
Sell 100.00% |
1,200,000 |
8.99 |
≡ |
Viking Global Investors |
Sell 100.00% |
6,263,580 |
1.89 |
Q1  2020 |
≡ |
Bill Miller - Miller Value Partners |
Add 8201.50% |
984,180 |
3.68 |
≡ |
Viking Global Investors |
Add 466.48% |
5,157,880 |
1.56 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 39.02% |
64,000 |
2.64 |
≡ |
Jensen Investment Management |
Add 28.09% |
1,865,900 |
1.21 |
≡ |
AltaRock Partners |
Add 26.50% |
1,218,860 |
4.50 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 24.39% |
61,840 |
2.36 |
≡ |
David Abrams - Abrams Capital Management |
Add 21.01% |
508,420 |
1.16 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 12.45% |
640,000 |
1.23 |
≡ |
Torray Funds |
Add 10.01% |
9,960 |
0.13 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.03% |
5,140 |
0.04 |
≡ |
Polen Capital Management |
Add 1.84% |
149,120 |
0.04 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
274,620 |
1.10 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
862,140 |
0.29 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.18% |
12,440 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.21% |
7,340 |
0.00 |
≡ |
Dodge & Cox |
Reduce 0.36% |
6,000 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.85% |
1,400 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.57% |
396,980 |
0.16 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.60% |
273,060 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Reduce 12.48% |
63,000 |
0.39 |
≡ |
Greg Alexander - Conifer Management |
Reduce 16.67% |
1,200,000 |
5.49 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 24.43% |
1,140,220 |
3.81 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 38.13% |
394,960 |
4.35 |
≡ |
Leon Cooperman |
Reduce 44.95% |
980,000 |
7.34 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 71.32% |
1,517,200 |
0.52 |
Q4  2019 |
≡ |
Jensen Investment Management |
Add 11.41% |
680,420 |
0.45 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.28% |
11,880 |
0.07 |
≡ |
Polen Capital Management |
Add 1.44% |
114,800 |
0.03 |
≡ |
AltaRock Partners |
Buy |
4,600,000 |
19.06 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
5,140,000 |
7.45 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
2,127,200 |
0.79 |
≡ |
First Eagle Investment Management |
Reduce 0.27% |
9,840 |
0.00 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 0.47% |
1,200 |
0.04 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.41% |
520 |
0.00 |