Q3  2024 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 55.59% |
808,551 |
1.77 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 39.54% |
848,358 |
0.55 |
≡ |
Tom Bancroft - Makaira Partners |
Reduce 4.41% |
31,080 |
0.31 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.64% |
42,177 |
0.12 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
43,607 |
0.06 |
Q2  2024 |
≡ |
Tom Bancroft - Makaira Partners |
Reduce 39.87% |
467,541 |
4.45 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 35.85% |
95,000 |
0.79 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 20.59% |
556,320 |
0.36 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 6.92% |
25,004 |
0.19 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.79% |
12,550 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 10.53% |
13,000 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.47% |
3,405 |
0.00 |
Q1  2024 |
≡ |
Tom Bancroft - Makaira Partners |
Add 7.05% |
77,267 |
0.81 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 7.08% |
27,548 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.18% |
48,824 |
0.17 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
40,202 |
0.07 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.91% |
24,866 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 11.76% |
13,000 |
0.01 |
Q4  2023 |
≡ |
Hillman Value Fund |
Buy |
77,000 |
2.65 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 24.23% |
465,101 |
1.14 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 12.64% |
56,266 |
0.41 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.86% |
13,136 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 31.55% |
26,500 |
0.02 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.25% |
6,767 |
0.00 |
Q3  2023 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 14.91% |
336,422 |
0.84 |
≡ |
Tom Bancroft - Makaira Partners |
Add 2.08% |
22,345 |
0.21 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 2.62% |
11,991 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.35% |
20,198 |
0.08 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 4.12% |
117,344 |
0.08 |
≡ |
Thomas Gayner - Markel Group |
Add 21.74% |
15,000 |
0.01 |
Q2  2023 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 13.49% |
71,303 |
0.55 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.05% |
72,181 |
0.32 |
≡ |
Tom Bancroft - Makaira Partners |
Add 1.80% |
18,970 |
0.21 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 7.99% |
247,660 |
0.17 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.03% |
5,497 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 23.21% |
13,000 |
0.01 |
Q1  2023 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 41.44% |
2,192,556 |
1.24 |
≡ |
Tom Bancroft - Makaira Partners |
Add 10.86% |
103,280 |
0.87 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 6.38% |
31,695 |
0.18 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 3.39% |
9,503 |
0.08 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.50% |
7,248 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 60.00% |
21,000 |
0.02 |
Q4  2022 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 75.80% |
214,220 |
1.18 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 28.04% |
2,062,000 |
1.13 |
≡ |
Francois Rochon - Giverny Capital |
Add 16.93% |
207,770 |
0.78 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 22.78% |
282,269 |
0.31 |
≡ |
Tom Bancroft - Makaira Partners |
Add 2.67% |
24,692 |
0.22 |
≡ |
Thomas Gayner - Markel Group |
Buy |
35,000 |
0.03 |
Q3  2022 |
≡ |
Tom Bancroft - Makaira Partners |
Add 52.24% |
317,824 |
3.47 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 33.59% |
311,489 |
0.40 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 5.03% |
119,415 |
0.28 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 6.67% |
20,000 |
0.19 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.56% |
30,633 |
0.14 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.07% |
4,830 |
0.00 |
Q2  2022 |
≡ |
Tom Bancroft - Makaira Partners |
Add 32.72% |
150,000 |
3.06 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
927,390 |
1.48 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 13.21% |
35,000 |
0.41 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.90% |
44,923 |
0.27 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 10.28% |
26,347 |
0.22 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.11% |
8,240 |
0.01 |
Q1  2022 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
391,500 |
1.31 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 57.78% |
93,848 |
0.72 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 17.78% |
40,000 |
0.42 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.85% |
42,742 |
0.23 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.68% |
49,780 |
0.03 |
≡ |
Christopher Davis - Davis Advisors |
Sell 100.00% |
3,760 |
0.00 |
Q4  2021 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 5.29% |
132,780 |
0.36 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 4.34% |
50,340 |
0.35 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 15.23% |
29,174 |
0.27 |
≡ |
Chuck Akre - Akre Capital Management |
Add 2.55% |
181,090 |
0.14 |
Q3  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.39% |
48,715 |
0.37 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 5.38% |
128,097 |
0.34 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 12.52% |
27,417 |
0.26 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.66% |
23,500 |
0.07 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.06% |
4,025 |
0.00 |
Q2  2021 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,100,000 |
0.98 |
≡ |
David Tepper - Appaloosa Management |
Reduce 36.57% |
239,300 |
0.64 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 10.00% |
25,000 |
0.34 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.88% |
41,540 |
0.33 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
450 |
0.00 |
Q1  2021 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 18.07% |
55,156 |
0.81 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 4.18% |
46,613 |
0.41 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 13.27% |
33,500 |
0.34 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 4.89% |
365,685 |
0.33 |
≡ |
Viking Global Investors |
Sell 100.00% |
794,240 |
0.21 |
≡ |
David Tepper - Appaloosa Management |
Reduce 12.76% |
95,700 |
0.18 |
≡ |
Daniel Loeb - Third Point |
Reduce 13.73% |
175,000 |
0.16 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
11,517 |
0.02 |
Q4  2020 |
≡ |
David Tepper - Appaloosa Management |
Buy |
750,000 |
1.06 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,275,000 |
0.93 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 29.85% |
70,156 |
0.78 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 31.99% |
61,200 |
0.51 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.46% |
37,322 |
0.27 |
≡ |
Viking Global Investors |
Buy |
794,240 |
0.21 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
905 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 7.81% |
976 |
0.00 |
Q3  2020 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 20.79% |
50,200 |
0.48 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 8.26% |
673,879 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.15% |
12,237 |
0.10 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
12,493 |
0.02 |