Q3  2024 |
≡ |
Seth Klarman - Baupost Group |
Reduce 72.32% |
2,537,794 |
6.06 |
≡ |
Harry Burn - Sound Shore |
Reduce 23.04% |
335,266 |
0.91 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 11.88% |
11,761 |
0.17 |
Q2  2024 |
≡ |
Seth Klarman - Baupost Group |
Reduce 37.10% |
2,069,715 |
4.42 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 9.17% |
27,500 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Reduce 3.15% |
47,376 |
0.12 |
Q1  2024 |
≡ |
Dodge & Cox |
Add 13.17% |
3,226,000 |
0.22 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 50.00% |
100,000 |
0.81 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 20.85% |
244,946 |
1.60 |
≡ |
Seth Klarman - Baupost Group |
Reduce 12.29% |
781,750 |
1.63 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.60% |
7,000 |
0.08 |
≡ |
Harry Burn - Sound Shore |
Reduce 2.08% |
31,841 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
15,059 |
0.02 |
Q4  2023 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 3.92% |
4,000 |
0.04 |
≡ |
Harry Burn - Sound Shore |
Add 23.22% |
289,199 |
0.60 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 26.16% |
243,574 |
1.23 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 47.37% |
64,285 |
0.45 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
15,059 |
0.02 |
≡ |
Seth Klarman - Baupost Group |
Reduce 8.61% |
599,500 |
0.79 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
300,000 |
0.26 |
Q3  2023 |
≡ |
Seth Klarman - Baupost Group |
Add 2.73% |
185,219 |
0.20 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 13.85% |
113,316 |
0.51 |
≡ |
Harry Burn - Sound Shore |
Add 18.50% |
194,391 |
0.41 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 20.71% |
17,500 |
0.17 |
≡ |
Dodge & Cox |
Add 35.58% |
6,429,600 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 58.24% |
189,285 |
1.30 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
31,486 |
0.04 |
Q2  2023 |
≡ |
Dodge & Cox |
Add 0.36% |
64,600 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 11.88% |
86,851 |
0.36 |
≡ |
Seth Klarman - Baupost Group |
Add 39.93% |
1,933,451 |
1.91 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 116.67% |
175,000 |
1.18 |
≡ |
Lee Ainslie - Maverick Capital |
Add 244.30% |
22,341 |
0.03 |
≡ |
Daniel Loeb - Third Point |
Buy |
300,000 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Buy |
1,050,900 |
2.12 |
≡ |
First Eagle Investment Management |
Reduce 46.30% |
44,494 |
0.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 39.64% |
55,500 |
0.49 |
Q1  2023 |
≡ |
Dodge & Cox |
Add 2.84% |
497,600 |
0.03 |
≡ |
Seth Klarman - Baupost Group |
Add 124.67% |
2,686,549 |
2.61 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
9,145 |
0.01 |
≡ |
Mason Hawkins - Longleaf Partners |
Buy |
731,076 |
3.14 |
≡ |
First Eagle Investment Management |
Reduce 96.29% |
2,494,270 |
0.26 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 56.52% |
195,000 |
1.43 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 3.11% |
4,497 |
0.04 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
2,000,000 |
2.28 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Sell 100.00% |
4,115,693 |
2.37 |
Q4  2022 |
≡ |
First Eagle Investment Management |
Add 7.83% |
188,134 |
0.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 43.78% |
43,997 |
0.47 |
≡ |
Dodge & Cox |
Add 143.14% |
10,307,500 |
0.81 |
≡ |
Seth Klarman - Baupost Group |
Add 250.41% |
1,540,000 |
1.77 |
≡ |
Daniel Loeb - Third Point |
Buy |
2,000,000 |
2.28 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.92% |
80,608 |
0.05 |
Q3  2022 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 2.99% |
10,000 |
0.11 |
≡ |
First Eagle Investment Management |
Add 4.90% |
112,176 |
0.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 7.26% |
6,800 |
0.09 |
≡ |
Dodge & Cox |
Add 75.83% |
3,105,541 |
0.33 |
≡ |
Seth Klarman - Baupost Group |
Buy |
615,000 |
0.83 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.87% |
36,777 |
0.03 |
Q2  2022 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 6.35% |
20,000 |
0.24 |
≡ |
First Eagle Investment Management |
Add 298.08% |
1,714,782 |
0.44 |
≡ |
Dodge & Cox |
Buy |
4,095,559 |
0.45 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.53% |
22,612 |
0.02 |
Q1  2022 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.93% |
121,300 |
0.09 |
≡ |
First Eagle Investment Management |
Buy |
575,272 |
0.14 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
93,700 |
1.18 |
Q4  2021 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 9.16% |
347,045 |
0.25 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 31.25% |
75,000 |
0.80 |
≡ |
Viking Global Investors |
Sell 100.00% |
7,172,066 |
2.43 |
Q3  2021 |
≡ |
Viking Global Investors |
Reduce 22.05% |
2,028,249 |
0.69 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.52% |
58,541 |
0.05 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
698,957 |
2.07 |
Q2  2021 |
≡ |
Viking Global Investors |
Reduce 4.15% |
398,159 |
0.17 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.00% |
10,000 |
0.15 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.17% |
45,427 |
0.04 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
448,819 |
0.59 |
Q1  2021 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 19.05% |
40,000 |
0.62 |
≡ |
Lee Ainslie - Maverick Capital |
Add 11128.90% |
444,822 |
0.58 |
≡ |
Viking Global Investors |
Reduce 18.90% |
2,236,938 |
0.94 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.52% |
141,792 |
0.15 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
2,799,907 |
1.44 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
2,136,422 |
2.33 |
Q4  2020 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.00% |
10,000 |
0.17 |
≡ |
Viking Global Investors |
Add 33.18% |
2,948,891 |
1.15 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
3,997 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,799,907 |
1.44 |
≡ |
Daniel Loeb - Third Point |
Reduce 33.24% |
1,063,578 |
1.16 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.47% |
19,184 |
0.02 |
Q3  2020 |
≡ |
Viking Global Investors |
Add 32.36% |
2,172,500 |
1.16 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
698,957 |
2.64 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
200,000 |
3.75 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.00% |
40,856 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
6,649 |
0.02 |
Q2  2020 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.95% |
38,638 |
0.05 |
≡ |
Daniel Loeb - Third Point |
Add 36.46% |
855,000 |
1.57 |
≡ |
Viking Global Investors |
Add 76.71% |
2,914,473 |
1.69 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 66.03% |
12,926 |
0.04 |
Q1  2020 |
≡ |
Lee Ainslie - Maverick Capital |
Add 10.79% |
1,907 |
0.00 |
≡ |
Viking Global Investors |
Add 584.85% |
3,244,748 |
2.06 |
≡ |
Daniel Loeb - Third Point |
Reduce 6.20% |
155,000 |
0.30 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.21% |
8,557 |
0.01 |
Q4  2019 |
≡ |
Daniel Loeb - Third Point |
Add 0.00% |
11 |
0.00 |