Q3  2024 |
≡ |
AltaRock Partners |
Add 132.19% |
353,000 |
3.43 |
≡ |
John Armitage - Egerton Capital |
Add 50.20% |
212,131 |
1.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 8.60% |
2,022 |
0.04 |
≡ |
Terry Smith - Fundsmith |
Add 1.10% |
710 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
422 |
0.00 |
Q2  2024 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 53.37% |
363,133 |
1.30 |
≡ |
John Armitage - Egerton Capital |
Add 12.36% |
46,480 |
0.21 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.08% |
703 |
0.01 |
Q1  2024 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.69% |
1,431 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Add 1.21% |
772 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
422 |
0.00 |
Q4  2023 |
≡ |
Viking Global Investors |
Add 295.92% |
864,943 |
1.35 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.03% |
630 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 1.46% |
919 |
0.00 |
Q3  2023 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 48.40% |
569,534 |
2.18 |
≡ |
Jensen Investment Management |
Add 2.79% |
29,315 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.52% |
1,452 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Add 0.68% |
424 |
0.00 |
Q2  2023 |
≡ |
John Armitage - Egerton Capital |
Add 31.74% |
317,151 |
1.29 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 12.18% |
127,799 |
0.46 |
≡ |
Viking Global Investors |
Add 27.11% |
215,985 |
0.35 |
≡ |
Torray Funds |
Buy |
613 |
0.04 |
≡ |
Terry Smith - Fundsmith |
Add 49.61% |
20,670 |
0.03 |
≡ |
Jensen Investment Management |
Add 1.04% |
10,846 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.51% |
472 |
0.01 |
Q1  2023 |
≡ |
Terry Smith - Fundsmith |
Buy |
41,664 |
0.07 |
≡ |
Francois Rochon - Giverny Capital |
Add 8.29% |
1,442 |
0.03 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.06% |
3,433 |
0.01 |
≡ |
Yacktman Asset Management |
Add 11.52% |
1,150 |
0.00 |
Q4  2022 |
≡ |
Jensen Investment Management |
Add 5.28% |
53,805 |
0.15 |
≡ |
Francois Rochon - Giverny Capital |
Add 12.17% |
1,887 |
0.04 |
Q3  2022 |
≡ |
AltaRock Partners |
Add 32.08% |
79,714 |
0.74 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 17.24% |
2,500 |
0.12 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.48% |
27,985 |
0.07 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.31% |
497 |
0.01 |
Q2  2022 |
≡ |
John Armitage - Egerton Capital |
Add 181.50% |
1,550,025 |
3.30 |
≡ |
Viking Global Investors |
Add 28.37% |
508,817 |
0.74 |
≡ |
Valley Forge Capital Management |
Add 2.11% |
32,560 |
0.46 |
≡ |
Jensen Investment Management |
Add 3.23% |
31,976 |
0.08 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.14% |
8,090 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.37% |
55 |
0.00 |
Q1  2022 |
≡ |
Viking Global Investors |
Buy |
1,793,488 |
2.60 |
≡ |
Valley Forge Capital Management |
Add 7.02% |
101,159 |
1.38 |
≡ |
Jensen Investment Management |
Add 11.19% |
99,752 |
0.27 |
≡ |
John Armitage - Egerton Capital |
Add 16.30% |
119,690 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.80% |
408 |
0.01 |
≡ |
Yacktman Asset Management |
Add 7.54% |
700 |
0.00 |
Q4  2021 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,822,796 |
7.10 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3699.91% |
202,866 |
0.88 |
≡ |
Valley Forge Capital Management |
Add 4.31% |
59,575 |
0.81 |
≡ |
AltaRock Partners |
Add 42.55% |
75,000 |
0.71 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 153.33% |
11,500 |
0.49 |
≡ |
Jensen Investment Management |
Add 21.27% |
156,312 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 9.52% |
10,000 |
0.35 |
≡ |
Polen Capital Management |
Add 4.96% |
379,273 |
0.23 |
≡ |
John Armitage - Egerton Capital |
Add 5.05% |
35,276 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.21% |
1,348 |
0.03 |
≡ |
Chuck Akre - Akre Capital Management |
Add 0.05% |
2,775 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
569 |
0.01 |
Q3  2021 |
≡ |
Polen Capital Management |
Add 24.11% |
1,484,878 |
0.95 |
≡ |
Valley Forge Capital Management |
Add 2.09% |
28,309 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.00% |
5,000 |
0.18 |
≡ |
Francois Rochon - Giverny Capital |
Add 44.25% |
4,049 |
0.08 |
Q2  2021 |
≡ |
Polen Capital Management |
Add 5.15% |
301,360 |
0.21 |
≡ |
Valley Forge Capital Management |
Add 0.79% |
10,656 |
0.15 |
≡ |
John Armitage - Egerton Capital |
Add 0.38% |
3,098 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
558 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 19.03% |
878 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.05% |
100 |
0.00 |
Q1  2021 |
≡ |
Valley Forge Capital Management |
Add 98.36% |
665,544 |
11.21 |
≡ |
John Armitage - Egerton Capital |
Add 63.25% |
315,814 |
0.59 |
≡ |
Polen Capital Management |
Add 1.32% |
76,012 |
0.06 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3104.17% |
4,470 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.57% |
344 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.02% |
40 |
0.00 |
Q4  2020 |
≡ |
Valley Forge Capital Management |
Add 52.17% |
231,964 |
7.69 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 54.20% |
955,826 |
1.24 |
≡ |
Polen Capital Management |
Add 3.32% |
185,803 |
0.15 |
≡ |
Francois Rochon - Giverny Capital |
Add 16.68% |
1,379 |
0.04 |
≡ |
Jensen Investment Management |
Add 0.47% |
3,916 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.01% |
30 |
0.00 |
Q3  2020 |
≡ |
John Armitage - Egerton Capital |
Add 186.65% |
1,024,924 |
2.14 |
≡ |
Valley Forge Capital Management |
Add 0.79% |
3,500 |
0.13 |
≡ |
Chase Coleman - Tiger Global Management |
Add 16.49% |
102,500 |
0.10 |
≡ |
Polen Capital Management |
Add 1.98% |
108,677 |
0.10 |
≡ |
Jensen Investment Management |
Add 0.25% |
2,095 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.41% |
115 |
0.00 |
Q2  2020 |
≡ |
Valley Forge Capital Management |
Add 151.15% |
265,500 |
9.55 |
≡ |
David Tepper - Appaloosa Management |
Buy |
545,000 |
2.80 |
≡ |
AltaRock Partners |
Add 13.81% |
50,000 |
0.76 |
≡ |
Polen Capital Management |
Add 11.18% |
551,407 |
0.49 |
≡ |
Chuck Akre - Akre Capital Management |
Add 1.69% |
97,575 |
0.22 |
≡ |
Francois Rochon - Giverny Capital |
Add 319.94% |
6,210 |
0.18 |
≡ |
Torray Funds |
Buy |
687 |
0.04 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,511 |
0.03 |
≡ |
Jensen Investment Management |
Add 0.05% |
450 |
0.00 |
Q1  2020 |
≡ |
Valley Forge Capital Management |
Add 107.01% |
90,800 |
4.65 |
≡ |
Triple Frond Partners |
Add 18.09% |
42,500 |
1.14 |
≡ |
Chuck Akre - Akre Capital Management |
Add 8.62% |
459,438 |
1.08 |
≡ |
Jensen Investment Management |
Add 31.93% |
201,390 |
0.54 |