Q3  2024 |
≡ |
Chris Hohn - TCI Fund Management |
Add 13.85% |
1,458,700 |
1.43 |
≡ |
Triple Frond Partners |
Add 10.27% |
23,490 |
1.31 |
≡ |
John Armitage - Egerton Capital |
Add 15.48% |
230,587 |
1.00 |
≡ |
AKO Capital |
Add 4.47% |
54,157 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 35.71% |
2,500 |
0.18 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2.08% |
12,451 |
0.10 |
≡ |
Thomas Gayner - Markel Group |
Add 1.48% |
7,500 |
0.03 |
≡ |
Torray Funds |
Add 1.05% |
400 |
0.02 |
≡ |
Kahn Brothers Group |
Add 0.66% |
12 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.01% |
18 |
0.00 |
Q2  2024 |
≡ |
Lee Ainslie - Maverick Capital |
Add 226.39% |
416,173 |
3.53 |
≡ |
AltaRock Partners |
Add 10.30% |
180,630 |
1.66 |
≡ |
Viking Global Investors |
Add 43.55% |
695,444 |
1.20 |
≡ |
AKO Capital |
Add 8.31% |
92,874 |
0.57 |
≡ |
John Armitage - Egerton Capital |
Add 7.38% |
102,398 |
0.46 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 4.68% |
90,287 |
0.33 |
≡ |
Thomas Gayner - Markel Group |
Add 0.92% |
4,650 |
0.02 |
Q1  2024 |
≡ |
Viking Global Investors |
Buy |
1,596,887 |
2.50 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 6.52% |
118,109 |
0.39 |
≡ |
Kahn Brothers Group |
Buy |
1,902 |
0.12 |
≡ |
Thomas Gayner - Markel Group |
Add 0.87% |
4,350 |
0.02 |
≡ |
AKO Capital |
Add 0.24% |
2,677 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.76% |
144 |
0.00 |
Q4  2023 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
10,638,165 |
11.12 |
≡ |
Polen Capital Management |
Add 39.22% |
2,804,875 |
2.54 |
≡ |
John Armitage - Egerton Capital |
Add 32.29% |
420,057 |
1.71 |
≡ |
AKO Capital |
Add 13.53% |
132,936 |
0.71 |
≡ |
David Tepper - Appaloosa Management |
Add 3.98% |
65,000 |
0.43 |
≡ |
Torray Funds |
Add 1.16% |
479 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 1.22% |
6,000 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 144.75% |
3,086 |
0.01 |
Q3  2023 |
≡ |
Daniel Loeb - Third Point |
Add 46.38% |
705,000 |
3.43 |
≡ |
David Tepper - Appaloosa Management |
Add 31.85% |
395,000 |
2.46 |
≡ |
Viking Global Investors |
Add 151.60% |
1,822,348 |
2.34 |
≡ |
Chase Coleman - Tiger Global Management |
Add 8.16% |
462,360 |
1.08 |
≡ |
Lee Ainslie - Maverick Capital |
Add 6.33% |
19,733 |
0.15 |
≡ |
Thomas Gayner - Markel Group |
Add 1.34% |
6,500 |
0.02 |
≡ |
Bill & Melinda Gates Foundation Trust |
Add 0.05% |
21,500 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.17% |
6 |
0.00 |
Q2  2023 |
≡ |
David Tepper - Appaloosa Management |
Add 376.92% |
980,000 |
6.20 |
≡ |
Daniel Loeb - Third Point |
Add 44.76% |
470,000 |
2.34 |
≡ |
John Armitage - Egerton Capital |
Add 20.88% |
277,223 |
0.97 |
≡ |
Viking Global Investors |
Add 14.77% |
154,699 |
0.22 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.35% |
90,508 |
0.22 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2.61% |
7,931 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 1.25% |
6,000 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 4.88% |
104 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.45% |
16 |
0.00 |
Q1  2023 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Buy |
90,870 |
10.46 |
≡ |
AKO Capital |
Add 58.60% |
486,111 |
2.13 |
≡ |
Chase Coleman - Tiger Global Management |
Add 12.82% |
674,257 |
1.77 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 20.39% |
241,558 |
0.57 |
≡ |
Mairs & Power Growth Fund |
Add 4.69% |
66,000 |
0.42 |
≡ |
David Tepper - Appaloosa Management |
Add 10.64% |
25,000 |
0.39 |
≡ |
Torray Funds |
Add 6.39% |
2,594 |
0.13 |
≡ |
First Eagle Investment Management |
Add 0.03% |
689 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.01% |
1,065 |
0.00 |
Q4  2022 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,180,000 |
4.75 |
≡ |
Chris Hohn - TCI Fund Management |
Add 12.03% |
2,391,274 |
1.92 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 23.41% |
663,003 |
1.52 |
≡ |
AKO Capital |
Add 67.64% |
334,692 |
1.30 |
≡ |
Triple Frond Partners |
Add 10.30% |
23,650 |
0.94 |
≡ |
Jensen Investment Management |
Add 5.07% |
153,877 |
0.29 |
≡ |
Dodge & Cox |
Add 13.05% |
857,200 |
0.24 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 10.00% |
3,000 |
0.11 |
≡ |
Mairs & Power Growth Fund |
Add 0.72% |
10,000 |
0.06 |
≡ |
First Eagle Investment Management |
Add 1.30% |
29,004 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,700 |
0.01 |
Q3  2022 |
≡ |
Bill & Melinda Gates Foundation Trust |
Add 4056.66% |
38,320,050 |
26.26 |
≡ |
AKO Capital |
Buy |
494,820 |
1.90 |
≡ |
Chase Coleman - Tiger Global Management |
Add 16.40% |
845,930 |
1.81 |
≡ |
AltaRock Partners |
Add 3.17% |
86,500 |
0.66 |
≡ |
Viking Global Investors |
Add 18.47% |
547,165 |
0.59 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 36.36% |
8,000 |
0.31 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 13.04% |
139,323 |
0.29 |
≡ |
Dodge & Cox |
Add 14.93% |
853,000 |
0.28 |
≡ |
Chris Hohn - TCI Fund Management |
Add 1.27% |
248,642 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Add 4.59% |
26,438 |
0.14 |
≡ |
Torray Funds |
Add 5.32% |
2,084 |
0.10 |
≡ |
Polen Capital Management |
Add 1.39% |
131,430 |
0.09 |
≡ |
Mairs & Power Growth Fund |
Add 1.01% |
14,000 |
0.08 |
Q2  2022 |
≡ |
Triple Frond Partners |
Add 23.39% |
48,983 |
1.92 |
≡ |
Chris Hohn - TCI Fund Management |
Add 13.69% |
2,364,269 |
1.92 |
≡ |
John Armitage - Egerton Capital |
Add 11.90% |
573,278 |
0.99 |
≡ |
AltaRock Partners |
Add 3.67% |
96,700 |
0.77 |
≡ |
Hillman Value Fund |
Add 19.72% |
3,846 |
0.48 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 12.68% |
120,166 |
0.26 |
≡ |
Jensen Investment Management |
Add 3.06% |
90,314 |
0.19 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 18.92% |
3,500 |
0.14 |
≡ |
Yacktman Asset Management |
Add 0.05% |
1,004 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.02% |
2,102 |
0.00 |
Q1  2022 |
≡ |
AltaRock Partners |
Add 53.20% |
915,133 |
7.20 |
≡ |
David Tepper - Appaloosa Management |
Add 23.03% |
68,500 |
0.85 |
≡ |
John Armitage - Egerton Capital |
Add 9.74% |
427,351 |
0.69 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 6.45% |
302,617 |
0.56 |
≡ |
David Rolfe - Wedgewood Partners |
Add 9.27% |
12,050 |
0.52 |
≡ |
Chris Hohn - TCI Fund Management |
Add 3.49% |
581,722 |
0.49 |
≡ |
Viking Global Investors |
Add 13.17% |
386,354 |
0.48 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 54.17% |
6,500 |
0.25 |
≡ |
Mairs & Power Growth Fund |
Add 2.01% |
28,000 |
0.16 |