Q3  2024 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 18.20% |
111 |
0.00 |
≡ |
First Eagle Investment Management |
Add 0.19% |
793 |
0.00 |
≡ |
Dodge & Cox |
Reduce 0.56% |
14,800 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.46% |
363 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 15.61% |
3,250 |
0.02 |
≡ |
Chase Coleman - Tiger Global Management |
Add 0.76% |
17,800 |
0.04 |
≡ |
Torray Funds |
Add 1.61% |
433 |
0.04 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.68% |
10,500 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.50% |
885 |
0.10 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 43.37% |
39,161 |
0.13 |
≡ |
Polen Capital Management |
Reduce 11.23% |
252,630 |
0.38 |
≡ |
Mairs & Power Growth Fund |
Add 6.97% |
37,000 |
0.38 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 27.27% |
4,500 |
0.45 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 12.97% |
122,437 |
0.53 |
≡ |
Viking Global Investors |
Sell 100.00% |
441,795 |
0.86 |
≡ |
Jensen Investment Management |
Reduce 24.75% |
239,156 |
1.17 |
Q2  2024 |
≡ |
Torray Funds |
Add 0.15% |
40 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.49% |
440 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
616 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.39% |
97 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 29.28% |
4,714 |
0.02 |
≡ |
Mairs & Power Growth Fund |
Add 1.14% |
6,000 |
0.06 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.50% |
15,000 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.11% |
1,273 |
0.15 |
≡ |
Polen Capital Management |
Reduce 6.05% |
144,729 |
0.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 13.79% |
2,000 |
0.18 |
≡ |
First Eagle Investment Management |
Add 963.55% |
372,701 |
0.43 |
≡ |
Jensen Investment Management |
Reduce 28.98% |
394,320 |
1.64 |
≡ |
Viking Global Investors |
Reduce 67.54% |
919,412 |
1.79 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
944,317 |
3.90 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
2,347,600 |
5.53 |
Q1  2024 |
≡ |
First Eagle Investment Management |
Reduce 0.37% |
142 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
616 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 0.63% |
8,679 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 46.36% |
5,100 |
0.03 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 17.06% |
18,478 |
0.05 |
≡ |
Polen Capital Management |
Reduce 1.70% |
41,293 |
0.05 |
≡ |
Dodge & Cox |
Add 18.29% |
410,500 |
0.19 |
≡ |
David Katz - Matrix Asset Advisors |
Add 32.55% |
6,135 |
0.36 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 93.33% |
7,000 |
0.56 |
≡ |
David Rolfe - Wedgewood Partners |
Add 22.28% |
10,969 |
1.14 |
≡ |
Viking Global Investors |
Add 195.41% |
900,425 |
1.66 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
891,167 |
4.06 |
Q4  2023 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 14.08% |
100 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 7.89% |
3,327 |
0.00 |
≡ |
Torray Funds |
Add 0.11% |
29 |
0.00 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
5,665 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
1,076 |
0.01 |
≡ |
Dodge & Cox |
Reduce 0.86% |
19,500 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.66% |
125 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.71% |
5,353 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 120.00% |
6,000 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.89% |
947 |
0.10 |
≡ |
Polen Capital Management |
Reduce 4.06% |
103,060 |
0.13 |
≡ |
Jensen Investment Management |
Reduce 2.24% |
31,401 |
0.13 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 44.44% |
6,000 |
0.54 |
≡ |
Viking Global Investors |
Reduce 75.20% |
1,397,162 |
2.70 |
Q3  2023 |
≡ |
Torray Funds |
Reduce 0.19% |
50 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.10% |
110 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Add 66.05% |
428 |
0.00 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
5,665 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 35.80% |
396 |
0.01 |
≡ |
Dodge & Cox |
Add 0.54% |
12,200 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Buy |
5,000 |
0.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.90% |
1,000 |
0.09 |
≡ |
Mairs & Power Growth Fund |
Add 1.94% |
10,000 |
0.11 |
≡ |
Viking Global Investors |
Add 3.55% |
63,669 |
0.13 |
≡ |
Jensen Investment Management |
Add 2.82% |
38,440 |
0.15 |
≡ |
Polen Capital Management |
Reduce 4.45% |
118,140 |
0.16 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.70% |
10,433 |
0.18 |
≡ |
David Katz - Matrix Asset Advisors |
Add 168.82% |
11,915 |
0.85 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 31.66% |
23,246 |
2.80 |
Q2  2023 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.91% |
1,048 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.10% |
42 |
0.00 |
≡ |
Dodge & Cox |
Reduce 0.55% |
12,500 |
0.01 |
≡ |
Torray Funds |
Add 0.73% |
196 |
0.02 |
≡ |
Jensen Investment Management |
Add 1.20% |
16,143 |
0.06 |
≡ |
Polen Capital Management |
Reduce 2.08% |
56,360 |
0.07 |
≡ |
Mairs & Power Growth Fund |
Add 1.78% |
9,000 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.41% |
1,811 |
0.14 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 31.82% |
3,500 |
0.27 |
≡ |
David Tepper - Appaloosa Management |
Add 33.33% |
50,000 |
0.45 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
89,364 |
0.46 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
7,058 |
0.47 |
≡ |
Viking Global Investors |
Reduce 14.56% |
305,716 |
0.60 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 99.51% |
132,561 |
2.05 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
335,000 |
2.59 |
Q1  2023 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 8.29% |
100 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 2.08% |
897 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.15% |
1,335 |
0.00 |
≡ |
Torray Funds |
Add 0.01% |
2 |
0.00 |
≡ |
Polen Capital Management |
Reduce 0.48% |
13,041 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
1,733 |
0.06 |
≡ |
Jensen Investment Management |
Reduce 3.38% |
47,090 |
0.17 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 41.94% |
3,250 |
0.24 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 16.21% |
172,433 |
0.75 |
≡ |
David Rolfe - Wedgewood Partners |
Add 24.09% |
14,606 |
1.17 |
≡ |
Lee Ainslie - Maverick Capital |
Add 28122.25% |
132,737 |
1.61 |
≡ |
Viking Global Investors |
Add 65.65% |
832,288 |
1.85 |
≡ |
Daniel Loeb - Third Point |
Reduce 50.00% |
335,000 |
2.59 |