Q3  2024 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 22.64% |
109,550 |
6.20 |
≡ |
AltaRock Partners |
Add 30.82% |
1,272,860 |
4.67 |
≡ |
Viking Global Investors |
Reduce 56.37% |
5,238,980 |
3.55 |
≡ |
Daniel Loeb - Third Point |
Reduce 27.45% |
1,400,000 |
3.54 |
≡ |
Polen Capital Management |
Reduce 13.09% |
3,879,033 |
1.87 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 28.98% |
1,657,929 |
1.73 |
≡ |
John Armitage - Egerton Capital |
Reduce 21.24% |
827,315 |
1.56 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 23.24% |
1,033,987 |
1.44 |
≡ |
AKO Capital |
Add 58.83% |
551,277 |
1.34 |
≡ |
Triple Frond Partners |
Add 10.13% |
54,870 |
1.32 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.91% |
275,000 |
0.76 |
≡ |
Lee Ainslie - Maverick Capital |
Add 6.26% |
89,888 |
0.33 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.49% |
94,408 |
0.08 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 1.01% |
6,369 |
0.06 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.64% |
17,630 |
0.05 |
≡ |
Christopher Bloomstran - Semper Augustus |
Buy |
1,272 |
0.04 |
≡ |
Torray Funds |
Add 1.04% |
848 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.84% |
1,026 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 36.36% |
800 |
0.01 |
Q2  2024 |
≡ |
AKO Capital |
Buy |
937,004 |
2.49 |
≡ |
Polen Capital Management |
Reduce 13.91% |
4,787,351 |
2.32 |
≡ |
John Armitage - Egerton Capital |
Reduce 21.97% |
1,096,811 |
2.14 |
≡ |
Viking Global Investors |
Add 34.64% |
2,391,262 |
1.78 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 25.56% |
57,500 |
1.26 |
≡ |
David Tepper - Appaloosa Management |
Reduce 9.22% |
353,000 |
1.10 |
≡ |
Hillman Value Fund |
Reduce 22.68% |
9,300 |
0.75 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.20% |
189,613 |
0.70 |
≡ |
AltaRock Partners |
Reduce 1.78% |
75,000 |
0.30 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.46% |
60,000 |
0.21 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 1.91% |
12,292 |
0.13 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 1.01% |
45,201 |
0.07 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.79% |
45,282 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.98% |
1,211 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.51% |
5,516 |
0.02 |
≡ |
Torray Funds |
Add 0.34% |
278 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 18.52% |
500 |
0.00 |
Q1  2024 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
30,000 |
4.82 |
≡ |
Daniel Loeb - Third Point |
Add 21.43% |
900,000 |
2.09 |
≡ |
Chase Coleman - Tiger Global Management |
Add 29.46% |
1,438,600 |
1.42 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 17.77% |
971,308 |
1.38 |
≡ |
Viking Global Investors |
Add 40.02% |
1,972,702 |
1.33 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 17.80% |
1,248,291 |
1.26 |
≡ |
AltaRock Partners |
Reduce 5.19% |
230,174 |
0.89 |
≡ |
Polen Capital Management |
Reduce 5.14% |
1,864,696 |
0.78 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 10.83% |
78,244 |
0.69 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 13.13% |
188,564 |
0.66 |
≡ |
John Armitage - Egerton Capital |
Add 7.38% |
342,982 |
0.60 |
≡ |
David Tepper - Appaloosa Management |
Reduce 3.09% |
122,000 |
0.33 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 0.31% |
1,525 |
0.08 |
≡ |
Torray Funds |
Reduce 3.51% |
2,962 |
0.08 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.73% |
3,461 |
0.07 |
≡ |
Mairs & Power Growth Fund |
Reduce 0.57% |
10,000 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.50% |
5,453 |
0.02 |
Q4  2023 |
≡ |
John Armitage - Egerton Capital |
Add 826.28% |
4,147,308 |
6.82 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
30,000 |
4.82 |
≡ |
Triple Frond Partners |
Reduce 24.73% |
178,035 |
3.22 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 11.45% |
62,790 |
2.95 |
≡ |
Viking Global Investors |
Reduce 43.66% |
3,820,344 |
2.13 |
≡ |
Daniel Loeb - Third Point |
Reduce 10.26% |
480,000 |
1.11 |
≡ |
Chase Coleman - Tiger Global Management |
Add 24.08% |
947,440 |
1.02 |
≡ |
Mairs & Power Growth Fund |
Reduce 11.75% |
232,000 |
0.70 |
≡ |
AltaRock Partners |
Reduce 3.60% |
165,600 |
0.56 |
≡ |
David Tepper - Appaloosa Management |
Add 5.33% |
200,000 |
0.54 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 7.24% |
56,394 |
0.45 |
≡ |
Polen Capital Management |
Reduce 3.00% |
1,122,214 |
0.41 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 5.61% |
417,214 |
0.36 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.78% |
104,627 |
0.27 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.25% |
15,000 |
0.26 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.65% |
50,515 |
0.16 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.27% |
1,630 |
0.03 |
≡ |
Torray Funds |
Add 0.71% |
593 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.29% |
5,800 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
44,000 |
0.01 |
Q3  2023 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
1,365,000 |
3.53 |
≡ |
Seth Klarman - Baupost Group |
Sell 100.00% |
963,946 |
2.27 |
≡ |
Viking Global Investors |
Add 98.80% |
4,348,680 |
2.25 |
≡ |
Polen Capital Management |
Reduce 11.47% |
4,846,037 |
1.62 |
≡ |
AltaRock Partners |
Reduce 9.92% |
506,547 |
1.61 |
≡ |
David Tepper - Appaloosa Management |
Add 18.58% |
587,500 |
1.47 |
≡ |
Daniel Loeb - Third Point |
Add 14.15% |
580,000 |
1.14 |
≡ |
Hillman Value Fund |
Reduce 29.31% |
17,000 |
1.07 |
≡ |
John Armitage - Egerton Capital |
Buy |
501,926 |
0.74 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 11.63% |
569,245 |
0.70 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 9.70% |
798,470 |
0.64 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.94% |
81,000 |
0.23 |
≡ |
Chase Coleman - Tiger Global Management |
Add 6.49% |
239,760 |
0.22 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 7.34% |
94,375 |
0.21 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 3.40% |
48,807 |
0.15 |
≡ |
Torray Funds |
Add 1.75% |
1,442 |
0.03 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 0.46% |
3,564 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Sell 100.00% |
1,600 |
0.03 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 5.22% |
551,000 |
0.02 |
≡ |
Dodge & Cox |
Add 0.54% |
61,100 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.30% |
6,100 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.46% |
593 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
44,000 |
0.01 |
Q2  2023 |
≡ |
Daniel Loeb - Third Point |
Buy |
4,100,000 |
7.83 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 61.85% |
5,989,891 |
6.53 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 857.39% |
700,491 |
5.09 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
694,966 |
4.49 |