Q3  2024 |
≡ |
Polen Capital Management |
Buy |
8,767,967 |
3.86 |
≡ |
Harry Burn - Sound Shore |
Reduce 37.08% |
250,009 |
1.38 |
≡ |
David Tepper - Appaloosa Management |
Reduce 21.33% |
426,606 |
1.08 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 12.21% |
3,643 |
0.92 |
≡ |
Yacktman Asset Management |
Reduce 26.78% |
236,580 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
17,122 |
0.05 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.94% |
27,593 |
0.03 |
≡ |
First Eagle Investment Management |
Reduce 0.32% |
45,118 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.10% |
136 |
0.00 |
Q2  2024 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 25.00% |
62,500 |
1.00 |
≡ |
David Tepper - Appaloosa Management |
Reduce 13.04% |
300,000 |
0.69 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 3.52% |
1,090 |
0.24 |
≡ |
Harry Burn - Sound Shore |
Reduce 3.09% |
21,492 |
0.10 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.86% |
47,975 |
0.05 |
≡ |
Yacktman Asset Management |
Reduce 2.91% |
26,500 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 0.48% |
68,415 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Add 37.48% |
4,668 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 1.96% |
2,976 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.25% |
3,181 |
0.00 |
Q1  2024 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
50,000 |
5.57 |
≡ |
David Tepper - Appaloosa Management |
Add 73.58% |
975,000 |
1.83 |
≡ |
First Eagle Investment Management |
Reduce 23.33% |
4,321,271 |
1.24 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
987,952 |
0.78 |
≡ |
Yacktman Asset Management |
Reduce 33.34% |
455,163 |
0.52 |
≡ |
Harry Burn - Sound Shore |
Reduce 4.95% |
36,227 |
0.14 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 22.35% |
40,672 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
12,454 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.63% |
22 |
0.00 |
Q4  2023 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
50,000 |
5.57 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
1,425,000 |
3.05 |
≡ |
David Tepper - Appaloosa Management |
Buy |
1,325,000 |
2.47 |
≡ |
Harry Burn - Sound Shore |
Add 29.68% |
167,529 |
0.61 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 5.29% |
1,555 |
0.25 |
≡ |
First Eagle Investment Management |
Reduce 0.29% |
53,257 |
0.01 |
≡ |
Yacktman Asset Management |
Reduce 0.84% |
11,501 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
39,800 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.65% |
4,960 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 3.31% |
5,200 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.34% |
121 |
0.00 |
Q3  2023 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 11.05% |
177,000 |
0.38 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 5.09% |
1,575 |
0.28 |
≡ |
First Eagle Investment Management |
Reduce 0.87% |
163,852 |
0.05 |
≡ |
Harry Burn - Sound Shore |
Reduce 0.48% |
2,709 |
0.01 |
≡ |
Yacktman Asset Management |
Reduce 0.88% |
12,248 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.36% |
8,515 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
39,800 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.36% |
13 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.28% |
440 |
0.00 |
Q2  2023 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 54.87% |
1,948,000 |
4.61 |
≡ |
Harry Burn - Sound Shore |
Reduce 53.19% |
644,575 |
2.83 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 37.50% |
150,000 |
2.20 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 12.32% |
4,351 |
0.80 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
46,000 |
0.67 |
≡ |
First Eagle Investment Management |
Reduce 9.38% |
1,939,057 |
0.59 |
≡ |
Yacktman Asset Management |
Reduce 0.65% |
9,073 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 1.22% |
1,945 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.68% |
5,378 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 9.88% |
395 |
0.00 |
Q1  2023 |
≡ |
Harry Burn - Sound Shore |
Add 182.84% |
783,359 |
2.74 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 40.26% |
31,000 |
0.45 |
≡ |
Yacktman Asset Management |
Reduce 2.34% |
33,514 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
12,163 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 0.17% |
36,232 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 7.11% |
15,366 |
0.01 |
≡ |
Lindsell Train |
Add 3.23% |
600 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 3.40% |
5,615 |
0.00 |
Q4  2022 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
3,550,000 |
7.11 |
≡ |
First Eagle Investment Management |
Reduce 20.11% |
5,212,859 |
1.18 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 23.08% |
75,000 |
0.84 |
≡ |
Harry Burn - Sound Shore |
Reduce 11.00% |
52,965 |
0.50 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 27.36% |
29,000 |
0.37 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
12,163 |
0.02 |
≡ |
Jensen Investment Management |
Add 0.19% |
315 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 0.04% |
540 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.61% |
1,328 |
0.00 |
Q3  2022 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 13.09% |
4,088 |
0.45 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 11.58% |
11,000 |
0.11 |
≡ |
Jensen Investment Management |
Reduce 7.67% |
13,700 |
0.01 |
≡ |
Yacktman Asset Management |
Add 0.24% |
3,431 |
0.00 |
≡ |
First Eagle Investment Management |
Add 0.01% |
1,752 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.85% |
1,871 |
0.00 |
Q2  2022 |
≡ |
Harry Burn - Sound Shore |
Reduce 14.94% |
84,585 |
0.61 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 3.26% |
3,000 |
0.03 |
≡ |
Yacktman Asset Management |
Add 0.18% |
2,509 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.01% |
2,855 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.34% |
615 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.79% |
4,000 |
0.00 |
≡ |
Polen Capital Management |
Sell 100.00% |
4,216 |
0.00 |
Q1  2022 |
≡ |
Harry Burn - Sound Shore |
Add 42.78% |
169,590 |
1.23 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 80.39% |
41,000 |
0.42 |
≡ |
Yacktman Asset Management |
Reduce 19.71% |
350,010 |
0.26 |
≡ |
First Eagle Investment Management |
Add 0.79% |
204,315 |
0.04 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 5.97% |
14,194 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 2.21% |
4,060 |
0.00 |
Q4  2021 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 17.40% |
4,627 |
0.58 |
≡ |
Harry Burn - Sound Shore |
Reduce 8.96% |
39,000 |
0.29 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 19.05% |
12,000 |
0.12 |
≡ |
First Eagle Investment Management |
Reduce 1.99% |
522,140 |
0.11 |
≡ |
Yacktman Asset Management |
Reduce 3.09% |
56,626 |
0.04 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 11.18% |
29,915 |
0.01 |