Q3  2024 |
≡ |
Daniel Loeb - Third Point |
Reduce 50.45% |
555,000 |
4.31 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 18.30% |
33,500 |
3.96 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
295,212 |
2.82 |
≡ |
ValueAct Capital |
Buy |
211,500 |
2.77 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.16% |
310,000 |
2.63 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 35.63% |
496,900 |
2.12 |
≡ |
John Armitage - Egerton Capital |
Reduce 23.23% |
311,176 |
1.80 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 11.26% |
344,631 |
1.11 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 14.29% |
12,500 |
0.76 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Sell 100.00% |
12,800 |
0.55 |
≡ |
Viking Global Investors |
Sell 100.00% |
266,259 |
0.52 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 2.94% |
7,055 |
0.44 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 7.57% |
12,101 |
0.34 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.49% |
34,565 |
0.31 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.11% |
12,229 |
0.27 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.12% |
940 |
0.10 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 13.33% |
800 |
0.08 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.82% |
749 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 1.57% |
4,250 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.05% |
1,665 |
0.00 |
≡ |
Polen Capital Management |
Sell 100.00% |
808 |
0.00 |
Q2  2024 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 34.77% |
743,380 |
3.04 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 16.54% |
47,502 |
2.85 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 7.71% |
15,300 |
1.86 |
≡ |
David Tepper - Appaloosa Management |
Reduce 16.70% |
187,500 |
1.53 |
≡ |
Lee Ainslie - Maverick Capital |
Add 93.34% |
142,523 |
1.36 |
≡ |
Viking Global Investors |
Reduce 63.62% |
465,724 |
0.91 |
≡ |
Daniel Loeb - Third Point |
Reduce 11.00% |
136,000 |
0.79 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 12.50% |
12,500 |
0.72 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
12,800 |
0.55 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.04% |
101,472 |
0.52 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.42% |
57,906 |
0.46 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.48% |
2,134 |
0.22 |
≡ |
Terry Smith - Fundsmith |
Reduce 1.98% |
98,185 |
0.20 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 3.08% |
5,074 |
0.14 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.63% |
19,347 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.64% |
1,893 |
0.04 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 7.69% |
500 |
0.04 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.31% |
549 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 1.23% |
3,300 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 0.27% |
9,685 |
0.01 |
≡ |
Polen Capital Management |
Buy |
808 |
0.00 |
Q1  2024 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 25.61% |
98,907 |
5.58 |
≡ |
David Tepper - Appaloosa Management |
Reduce 39.32% |
727,500 |
5.28 |
≡ |
Viking Global Investors |
Reduce 75.53% |
2,259,650 |
4.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.61% |
735,911 |
2.82 |
≡ |
Hillman Value Fund |
Sell 100.00% |
17,364 |
2.75 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 22.20% |
878,788 |
2.39 |
≡ |
First Eagle Investment Management |
Reduce 36.63% |
2,054,359 |
2.27 |
≡ |
John Armitage - Egerton Capital |
Reduce 19.98% |
359,908 |
1.69 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.86% |
16,198 |
1.56 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 50.90% |
158,297 |
1.49 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 12.79% |
91,003 |
1.38 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 12.43% |
23,425 |
0.55 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 9.09% |
10,000 |
0.53 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Sell 100.00% |
21,600 |
0.52 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 48.00% |
6,000 |
0.48 |
≡ |
Daniel Loeb - Third Point |
Add 6.55% |
76,000 |
0.47 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 12.49% |
5,966 |
0.35 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.54% |
40,334 |
0.31 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.74% |
7,888 |
0.16 |
≡ |
Dodge & Cox |
Reduce 11.55% |
340,600 |
0.15 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.58% |
29,157 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 1.13% |
3,000 |
0.01 |
Q4  2023 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 26.14% |
70,200 |
7.19 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 17.70% |
83,051 |
3.78 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 16.08% |
1,430,767 |
3.60 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 26.27% |
36,390 |
3.52 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 23.36% |
216,924 |
2.39 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 47.01% |
275,906 |
2.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 19.05% |
931,254 |
1.86 |
≡ |
John Armitage - Egerton Capital |
Reduce 20.46% |
463,330 |
1.78 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 30.48% |
98,080 |
1.10 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.13% |
100,000 |
0.63 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.75% |
106,432 |
0.63 |
≡ |
Hillman Value Fund |
Reduce 10.95% |
2,136 |
0.34 |
≡ |
Daniel Loeb - Third Point |
Add 5.45% |
60,000 |
0.32 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 3.40% |
94,625 |
0.29 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 19.35% |
3,000 |
0.18 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.94% |
5,483 |
0.09 |
≡ |
Viking Global Investors |
Reduce 2.14% |
65,389 |
0.08 |
≡ |
First Eagle Investment Management |
Reduce 0.99% |
56,354 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.64% |
796 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 2.24% |
5,800 |
0.02 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 0.49% |
928 |
0.02 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
27,035 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.15% |
7,439 |
0.01 |
Q3  2023 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,779,103 |
8.04 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 25.09% |
157,115 |
6.16 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,100,000 |
5.08 |
≡ |
David Tepper - Appaloosa Management |
Add 29.78% |
447,500 |
2.65 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 18.42% |
209,652 |
2.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.19% |
28,755 |
2.07 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 14.46% |
826,411 |
1.56 |
≡ |
John Armitage - Egerton Capital |
Add 22.36% |
413,823 |
1.44 |
≡ |
Hillman Value Fund |
Reduce 29.09% |
8,000 |
1.19 |
≡ |
Terry Smith - Fundsmith |
Reduce 11.44% |
646,992 |
0.88 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 18.92% |
44,198 |
0.78 |
≡ |
Chase Coleman - Tiger Global Management |
Add 3.86% |
330,800 |
0.73 |
≡ |
Viking Global Investors |
Add 17.82% |
462,474 |
0.57 |