Q3  2024 |
≡ |
Triple Frond Partners |
Add 16.51% |
118,590 |
2.56 |
≡ |
Seth Klarman - Baupost Group |
Add 37.02% |
396,000 |
1.89 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 23.33% |
7,000 |
0.20 |
≡ |
John Armitage - Egerton Capital |
Add 0.71% |
23,111 |
0.04 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.49% |
798 |
0.01 |
≡ |
Lindsell Train |
Add 5.34% |
900 |
0.00 |
Q2  2024 |
≡ |
Francis Chou - Chou Associates |
Buy |
82,390 |
10.87 |
≡ |
John Armitage - Egerton Capital |
Add 30.13% |
750,358 |
1.39 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.25% |
1,636 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.65% |
4,380 |
0.00 |
Q1  2024 |
≡ |
Triple Frond Partners |
Add 8.59% |
61,600 |
1.07 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.23% |
7,850 |
0.05 |
≡ |
Seth Klarman - Baupost Group |
Add 0.28% |
8,114 |
0.03 |
≡ |
First Eagle Investment Management |
Add 0.27% |
18,270 |
0.01 |
≡ |
Torray Funds |
Add 0.71% |
55 |
0.00 |
Q4  2023 |
≡ |
Lindsell Train |
Buy |
16,850 |
0.05 |
≡ |
Torray Funds |
Add 6.29% |
455 |
0.01 |
≡ |
First Eagle Investment Management |
Add 0.36% |
23,862 |
0.01 |
Q3  2023 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 22.96% |
169,491 |
2.92 |
≡ |
John Armitage - Egerton Capital |
Add 21.48% |
809,261 |
1.24 |
≡ |
David Tepper - Appaloosa Management |
Add 19.05% |
440,000 |
1.15 |
≡ |
Torray Funds |
Add 1.56% |
111 |
0.00 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
14,000 |
0.00 |
Q2  2023 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Add 16.20% |
1,307,425 |
1.46 |
≡ |
John Armitage - Egerton Capital |
Add 30.28% |
875,714 |
1.09 |
≡ |
David Tepper - Appaloosa Management |
Add 9.48% |
200,000 |
0.45 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.22% |
44,960 |
0.29 |
≡ |
Torray Funds |
Add 15.75% |
970 |
0.02 |
≡ |
Yacktman Asset Management |
Add 0.11% |
4,419 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,065 |
0.01 |
Q1  2023 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Buy |
8,069,770 |
8.21 |
≡ |
Seth Klarman - Baupost Group |
Add 46.50% |
1,857,500 |
3.45 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 43.30% |
247,226 |
2.92 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 5.88% |
12,010 |
0.87 |
≡ |
David Tepper - Appaloosa Management |
Add 5.76% |
115,000 |
0.65 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 6.24% |
494,900 |
0.53 |
≡ |
First Eagle Investment Management |
Add 13.22% |
789,846 |
0.22 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 5.66% |
6,000 |
0.10 |
≡ |
David Katz - Matrix Asset Advisors |
Add 2.25% |
3,839 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Add 1.33% |
59,749 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Add 2.05% |
1,647 |
0.03 |
≡ |
Yacktman Asset Management |
Add 0.02% |
897 |
0.00 |
Q4  2022 |
≡ |
Seth Klarman - Baupost Group |
Add 190.22% |
2,618,000 |
3.95 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 5.69% |
11,000 |
0.73 |
≡ |
Chris Hohn - TCI Fund Management |
Add 4.02% |
2,109,900 |
0.63 |
≡ |
AKO Capital |
Add 10.09% |
321,865 |
0.46 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 5.90% |
32,846 |
0.25 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 3.01% |
231,767 |
0.23 |
≡ |
First Eagle Investment Management |
Add 4.78% |
272,846 |
0.07 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.71% |
4,003 |
0.05 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 1.92% |
2,000 |
0.03 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.30% |
510 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 18.12% |
1,250 |
0.00 |
Q3  2022 |
≡ |
AKO Capital |
Add 255.37% |
2,291,880 |
3.64 |
≡ |
Chris Hohn - TCI Fund Management |
Add 5.89% |
2,915,050 |
0.98 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 3.45% |
256,935 |
0.30 |
≡ |
First Eagle Investment Management |
Add 6.55% |
350,469 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.45% |
12,800 |
0.08 |
≡ |
Dodge & Cox |
Add 0.31% |
80,300 |
0.01 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.10% |
579 |
0.01 |
≡ |
Yacktman Asset Management |
Add 0.02% |
799 |
0.00 |
Q2  2022 |
≡ |
Li Lu - Himalaya Capital Management |
Add 77.18% |
1,326,000 |
7.74 |
≡ |
Mason Hawkins - Longleaf Partners |
Buy |
556,900 |
4.35 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 20.08% |
94,700 |
1.29 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 5.80% |
10,600 |
0.85 |
≡ |
Chris Hohn - TCI Fund Management |
Add 4.45% |
2,108,940 |
0.73 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 44.00% |
33,000 |
0.54 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 6.23% |
436,700 |
0.53 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.85% |
48,620 |
0.35 |
≡ |
First Eagle Investment Management |
Add 17.98% |
815,680 |
0.25 |
≡ |
Dodge & Cox |
Add 3.13% |
790,000 |
0.10 |
≡ |
David Rolfe - Wedgewood Partners |
Add 1.38% |
1,100 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.47% |
800 |
0.01 |
≡ |
Yacktman Asset Management |
Add 0.07% |
2,840 |
0.00 |
Q1  2022 |
≡ |
AKO Capital |
Add 9.83% |
316,200 |
0.48 |
≡ |
Seth Klarman - Baupost Group |
Add 6.86% |
313,200 |
0.48 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 56.25% |
27,000 |
0.47 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.19% |
25,680 |
0.20 |
≡ |
David Rolfe - Wedgewood Partners |
Add 6.17% |
4,640 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.79% |
65,940 |
0.07 |
≡ |
First Eagle Investment Management |
Add 1.59% |
71,120 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.37% |
620 |
0.01 |
Q4  2021 |
≡ |
Polen Capital Management |
Add 2.51% |
780,060 |
0.19 |
≡ |
John Armitage - Egerton Capital |
Add 1.41% |
240,680 |
0.16 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.40% |
11,120 |
0.09 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2.31% |
28,980 |
0.05 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.44% |
2,180 |
0.03 |
Q3  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.05% |
23,560 |
0.19 |
≡ |
AKO Capital |
Add 2.33% |
98,420 |
0.14 |
≡ |
Polen Capital Management |
Add 1.64% |
501,820 |
0.12 |
≡ |
David Tepper - Appaloosa Management |
Add 0.68% |
20,000 |
0.06 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.78% |
3,840 |
0.04 |
≡ |
Dodge & Cox |
Add 0.92% |
234,000 |
0.03 |
Q2  2021 |
≡ |
John Armitage - Egerton Capital |
Add 7.85% |
1,284,380 |
0.80 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.44% |
25,680 |
0.20 |
≡ |
AKO Capital |
Add 0.70% |
29,520 |
0.04 |
Q1  2021 |
≡ |
Seth Klarman - Baupost Group |
Add 265.58% |
4,227,000 |
3.49 |
≡ |
John Armitage - Egerton Capital |
Add 21.02% |
2,840,320 |
1.55 |
≡ |
Yacktman Asset Management |
Add 1.15% |
53,640 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.61% |
4,500 |
0.03 |