Q2  2019 |
≡ |
Lee Ainslie - Maverick Capital |
Add 119.96% |
48,771 |
1.33 |
≡ |
Dodge & Cox |
Add 20.84% |
117,000 |
0.32 |
≡ |
Polen Capital Management |
Add 3.37% |
8,104 |
0.07 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 2.86% |
500 |
0.12 |
≡ |
Yacktman Asset Management |
Add 0.07% |
159 |
0.00 |
≡ |
ValueAct Capital |
Buy |
35,000 |
0.69 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 16.20% |
7,284 |
1.16 |
≡ |
Thomas Gayner - Markel Group |
Reduce 20.00% |
50 |
0.00 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
283,507 |
2.73 |
≡ |
Viking Global Investors |
Sell 100.00% |
59,671 |
0.60 |
Q1  2019 |
≡ |
Lee Ainslie - Maverick Capital |
Add 964.29% |
36,836 |
0.85 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 118.75% |
9,500 |
2.26 |
≡ |
Dodge & Cox |
Add 5.43% |
28,900 |
0.07 |
≡ |
Yacktman Asset Management |
Buy |
212,670 |
4.58 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 9.08% |
32,100 |
0.33 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 19.83% |
11,126 |
1.42 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 37.17% |
167,716 |
1.62 |
Q4  2018 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 70.21% |
3,300 |
0.87 |
≡ |
David Rolfe - Wedgewood Partners |
Add 2.85% |
1,552 |
0.18 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
353,496 |
4.12 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.02% |
661 |
0.03 |
≡ |
Dodge & Cox |
Reduce 3.23% |
17,755 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 12.28% |
535 |
0.01 |
Q3  2018 |
≡ |
Dodge & Cox |
Add 35.36% |
143,755 |
0.39 |
≡ |
Thomas Gayner - Markel Group |
Add 8.70% |
20 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1.23% |
53 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 3.43% |
2,291 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 7.48% |
4,407 |
0.44 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
531,060 |
5.69 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
50 |
0.01 |
Q2  2018 |
≡ |
Thomas Gayner - Markel Group |
Add 9.52% |
20 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 4.57% |
23,213 |
0.25 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
50 |
0.01 |
≡ |
Dodge & Cox |
Reduce 6.83% |
29,800 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.46% |
7,630 |
0.78 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 20.45% |
1,106 |
0.03 |
Q1  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 27.82% |
1,177 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 5.00% |
10 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.01% |
8 |
0.00 |
≡ |
Dodge & Cox |
Reduce 3.66% |
16,600 |
0.05 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 7.99% |
44,081 |
0.46 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 13.81% |
10,665 |
1.02 |
Q4  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 68.30% |
1,717 |
0.04 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 35.47% |
144,519 |
1.31 |
≡ |
Dodge & Cox |
Add 1.71% |
7,600 |
0.02 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
4,700 |
1.16 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 16.13% |
14,853 |
1.04 |
Q3  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 13.40% |
297 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
407,409 |
3.67 |
≡ |
Dodge & Cox |
Reduce 1.76% |
8,000 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 23.06% |
27,605 |
1.72 |
Q2  2017 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 44.04% |
20,445 |
1.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 33.23% |
553 |
0.01 |
≡ |
Dodge & Cox |
Reduce 3.20% |
15,000 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 18.36% |
26,927 |
1.54 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
297,090 |
2.78 |
Q1  2017 |
≡ |
Dodge & Cox |
Add 2.18% |
10,000 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
46,423 |
2.19 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 2.42% |
7,381 |
0.07 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.71% |
38,298 |
1.76 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 99.48% |
316,188 |
7.60 |
Q4  2016 |
≡ |
Dodge & Cox |
Reduce 0.43% |
2,000 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.75% |
34,558 |
1.24 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 22.23% |
90,850 |
1.73 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 47.02% |
270,212 |
2.08 |
Q3  2016 |
≡ |
Dodge & Cox |
Add 19.31% |
74,500 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.58% |
32,283 |
0.57 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 13.31% |
33,702 |
1.04 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 48.72% |
546,075 |
3.59 |
Q2  2016 |
≡ |
Lee Ainslie - Maverick Capital |
Add 43.34% |
113,807 |
1.93 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 41.57% |
329,121 |
1.90 |
≡ |
Thomas Gayner - Markel Group |
Buy |
200 |
0.01 |
≡ |
Dodge & Cox |
Reduce 1.28% |
5,000 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 9.76% |
27,395 |
0.69 |
Q1  2016 |
≡ |
Lee Ainslie - Maverick Capital |
Add 20273.31% |
261,323 |
5.33 |
≡ |
David Rolfe - Wedgewood Partners |
Add 21.47% |
49,591 |
1.16 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 5.13% |
42,784 |
0.28 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
110,010 |
3.24 |
Q4  2015 |
≡ |
David Tepper - Appaloosa Management |
Add 12.26% |
12,010 |
0.35 |
≡ |
Dodge & Cox |
Reduce 0.28% |
1,100 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.51% |
27,115 |
0.59 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 15.91% |
157,831 |
0.90 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 97.91% |
60,320 |
0.94 |
≡ |
Leon Cooperman |
Sell 100.00% |
115,025 |
2.87 |
Q3  2015 |
≡ |
Leon Cooperman |
Add 11.23% |
11,610 |
0.29 |
≡ |
David Rolfe - Wedgewood Partners |
Add 5.76% |
14,060 |
0.25 |
≡ |
Dodge & Cox |
Reduce 2.49% |
10,000 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 16.74% |
199,542 |
1.10 |
≡ |
David Tepper - Appaloosa Management |
Reduce 57.31% |
131,539 |
5.79 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 83.04% |
301,737 |
6.42 |
Q2  2015 |
≡ |
David Rolfe - Wedgewood Partners |
Add 5.13% |
11,899 |
0.18 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2.08% |
7,395 |
0.13 |
≡ |
Leon Cooperman |
Buy |
103,415 |
1.92 |
≡ |
Dodge & Cox |
Buy |
402,000 |
0.78 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 10.38% |
137,981 |
0.71 |
≡ |
David Tepper - Appaloosa Management |
Reduce 25.47% |
78,435 |
2.24 |
Q1  2015 |
≡ |
Lee Ainslie - Maverick Capital |
Add 220.68% |
244,951 |
4.59 |
≡ |
David Rolfe - Wedgewood Partners |
Add 4.34% |
9,665 |
0.15 |
≡ |
David Tepper - Appaloosa Management |
Reduce 2.81% |
8,900 |
0.25 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 4.90% |
68,458 |
0.34 |