Q3  2024 |
≡ |
David Tepper - Appaloosa Management |
Reduce 44.44% |
160,000 |
1.23 |
≡ |
Hillman Value Fund |
Reduce 29.29% |
4,100 |
0.96 |
≡ |
Polen Capital Management |
Add 24.26% |
646,442 |
0.86 |
≡ |
Viking Global Investors |
Add 15.14% |
344,771 |
0.65 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 18.17% |
79,898 |
0.25 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
888 |
0.01 |
≡ |
Torray Funds |
Add 0.23% |
31 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.38% |
170 |
0.00 |
Q2  2024 |
≡ |
Viking Global Investors |
Add 304.70% |
1,714,079 |
3.66 |
≡ |
Hillman Value Fund |
Buy |
14,000 |
2.83 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 33.33% |
10,000 |
0.63 |
≡ |
Polen Capital Management |
Reduce 6.03% |
170,936 |
0.24 |
≡ |
David Tepper - Appaloosa Management |
Add 2.86% |
10,000 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.35% |
19,986 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 76.66% |
2,916 |
0.03 |
≡ |
Torray Funds |
Add 0.46% |
61 |
0.01 |
Q1  2024 |
≡ |
David Tepper - Appaloosa Management |
Buy |
350,000 |
2.64 |
≡ |
Polen Capital Management |
Reduce 31.75% |
1,319,165 |
1.54 |
≡ |
Viking Global Investors |
Buy |
562,548 |
1.06 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 20.22% |
77,309 |
0.25 |
≡ |
Torray Funds |
Add 7.35% |
911 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Add 46.48% |
1,207 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 0.05% |
20 |
0.00 |
Q4  2023 |
≡ |
Hillman Value Fund |
Sell 100.00% |
14,600 |
3.69 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 47.83% |
27,500 |
1.90 |
≡ |
Polen Capital Management |
Reduce 3.90% |
168,766 |
0.24 |
≡ |
Torray Funds |
Reduce 8.89% |
1,210 |
0.12 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.35% |
9,214 |
0.04 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 35.51% |
1,430 |
0.02 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
5,485 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 1.64% |
735 |
0.00 |
Q3  2023 |
≡ |
Chuck Akre - Akre Capital Management |
Sell 100.00% |
1,064,081 |
4.34 |
≡ |
Polen Capital Management |
Reduce 6.64% |
307,486 |
0.41 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.17% |
2,500 |
0.16 |
≡ |
Torray Funds |
Reduce 3.75% |
530 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Add 732.02% |
3,543 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.39% |
1,532 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
5,485 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 0.25% |
112 |
0.00 |
Q2  2023 |
≡ |
Valley Forge Capital Management |
Sell 100.00% |
246,305 |
3.59 |
≡ |
AKO Capital |
Sell 100.00% |
216,689 |
1.27 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 11.26% |
135,000 |
0.55 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 7.69% |
5,000 |
0.30 |
≡ |
Polen Capital Management |
Reduce 4.51% |
218,591 |
0.27 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.40% |
23,646 |
0.08 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 77.15% |
1,634 |
0.03 |
≡ |
Torray Funds |
Reduce 1.26% |
181 |
0.02 |
≡ |
Lindsell Train |
Add 5.95% |
200 |
0.00 |
Q1  2023 |
≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
2,109,326 |
3.24 |
≡ |
AKO Capital |
Reduce 67.11% |
442,062 |
2.59 |
≡ |
Polen Capital Management |
Reduce 22.65% |
1,420,086 |
1.44 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 3.27% |
40,477 |
0.14 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.97% |
7,444 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Add 24.15% |
412 |
0.00 |
≡ |
Lindsell Train |
Add 11.63% |
350 |
0.00 |
≡ |
Torray Funds |
Reduce 0.01% |
2 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.36% |
162 |
0.00 |
Q4  2022 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 25.59% |
426,337 |
1.30 |
≡ |
AKO Capital |
Reduce 16.59% |
131,047 |
0.71 |
≡ |
Polen Capital Management |
Reduce 9.53% |
660,748 |
0.65 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.47% |
5,640 |
0.02 |
≡ |
Torray Funds |
Add 1.57% |
222 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
1,706 |
0.01 |
≡ |
Lindsell Train |
Add 20.40% |
510 |
0.00 |
≡ |
Jensen Investment Management |
Add 0.50% |
224 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.09% |
1,971 |
0.00 |
Q3  2022 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 8.33% |
5,000 |
0.20 |
≡ |
AKO Capital |
Add 3.29% |
25,186 |
0.11 |
≡ |
Polen Capital Management |
Add 1.11% |
76,097 |
0.06 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
3,896 |
0.04 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.33% |
5,500 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.77% |
2,972 |
0.01 |
≡ |
Torray Funds |
Add 0.41% |
58 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.12% |
2,449 |
0.00 |
Q2  2022 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
60,000 |
2.86 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
385,562 |
1.18 |
≡ |
Terry Smith - Fundsmith |
Add 9.65% |
185,651 |
0.29 |
≡ |
Chuck Akre - Akre Capital Management |
Add 5.95% |
93,305 |
0.27 |
≡ |
Polen Capital Management |
Add 2.89% |
192,328 |
0.19 |
≡ |
AKO Capital |
Add 3.94% |
28,960 |
0.15 |
≡ |
Torray Funds |
Reduce 3.41% |
496 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Add 78.14% |
1,709 |
0.02 |
≡ |
Jensen Investment Management |
Reduce 0.01% |
5 |
0.00 |
Q1  2022 |
≡ |
Terry Smith - Fundsmith |
Buy |
1,923,197 |
3.01 |
≡ |
Hillman Value Fund |
Buy |
14,600 |
2.82 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,093,713 |
2.54 |
≡ |
AKO Capital |
Add 96.43% |
361,134 |
1.78 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 98.34% |
129,473 |
1.18 |
≡ |
Polen Capital Management |
Add 22.48% |
1,222,654 |
1.09 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
737,500 |
0.91 |
≡ |
Torray Funds |
Add 18.87% |
2,308 |
0.17 |
≡ |
Chuck Akre - Akre Capital Management |
Add 2.42% |
37,000 |
0.12 |
≡ |
Jensen Investment Management |
Reduce 1.09% |
495 |
0.00 |
Q4  2021 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 44.06% |
861,474 |
2.00 |
≡ |
Valley Forge Capital Management |
Add 23.11% |
46,228 |
0.99 |
≡ |
Polen Capital Management |
Reduce 4.64% |
264,511 |
0.25 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 18.46% |
29,809 |
0.20 |
≡ |
AKO Capital |
Add 4.09% |
14,706 |
0.08 |
≡ |
Torray Funds |
Reduce 2.53% |
318 |
0.03 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.01% |
105 |
0.00 |