Q3  2024 |
≡ |
AKO Capital |
Reduce 7.05% |
200,838 |
0.49 |
≡ |
John Armitage - Egerton Capital |
Reduce 17.55% |
416,456 |
0.79 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 23.98% |
3,105 |
0.10 |
Q2  2024 |
≡ |
AKO Capital |
Add 15.63% |
385,150 |
0.84 |
≡ |
Chris Hohn - TCI Fund Management |
Add 2.93% |
1,371,161 |
0.53 |
≡ |
Dodge & Cox |
Reduce 11.91% |
1,449,400 |
0.22 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 21.81% |
3,612 |
0.10 |
≡ |
John Armitage - Egerton Capital |
Reduce 29.61% |
998,532 |
1.60 |
≡ |
Viking Global Investors |
Sell 100.00% |
2,731,787 |
1.79 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Sell 100.00% |
25,600 |
0.37 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,396 |
0.01 |
Q1  2024 |
≡ |
Chris Hohn - TCI Fund Management |
Add 12.39% |
5,159,139 |
2.28 |
≡ |
AKO Capital |
Add 0.10% |
2,539 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,396 |
0.01 |
≡ |
John Armitage - Egerton Capital |
Reduce 21.64% |
931,163 |
1.58 |
≡ |
Viking Global Investors |
Reduce 46.29% |
2,354,611 |
1.54 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
2,103,885 |
2.32 |
≡ |
Richard Pzena - Hancock Classic Value |
Sell 100.00% |
128,382 |
1.03 |
Q4  2023 |
≡ |
AKO Capital |
Add 26.42% |
514,369 |
0.93 |
≡ |
John Armitage - Egerton Capital |
Add 12.24% |
469,294 |
0.65 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
373 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
2,103,885 |
2.32 |
≡ |
Dodge & Cox |
Reduce 22.88% |
3,609,600 |
0.47 |
≡ |
Viking Global Investors |
Reduce 36.40% |
2,910,508 |
1.36 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 56.33% |
165,597 |
1.33 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 72.57% |
67,712 |
0.58 |
Q3  2023 |
≡ |
Viking Global Investors |
Add 12.03% |
858,730 |
0.39 |
≡ |
John Armitage - Egerton Capital |
Add 0.52% |
19,829 |
0.03 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.02% |
842 |
0.00 |
≡ |
AKO Capital |
Buy |
1,947,026 |
3.51 |
≡ |
Dodge & Cox |
Reduce 5.11% |
849,300 |
0.10 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 5.61% |
5,550 |
0.04 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 19.13% |
69,540 |
0.52 |
≡ |
Mason Hawkins - Longleaf Partners |
Sell 100.00% |
506,996 |
4.23 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
8,859 |
0.02 |
Q2  2023 |
≡ |
Chris Hohn - TCI Fund Management |
Add 59.50% |
15,537,329 |
5.07 |
≡ |
John Armitage - Egerton Capital |
Buy |
3,813,847 |
4.32 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
8,859 |
0.02 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 7.08% |
1,262 |
0.03 |
≡ |
Viking Global Investors |
Reduce 17.12% |
1,474,056 |
0.66 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 23.86% |
158,890 |
1.33 |
≡ |
Dodge & Cox |
Reduce 26.66% |
6,043,100 |
0.73 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 43.14% |
75,000 |
0.54 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 54.97% |
443,798 |
3.22 |
Q1  2023 |
≡ |
Viking Global Investors |
Add 10.77% |
837,055 |
0.38 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
507 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
26,112,747 |
8.55 |
≡ |
Dodge & Cox |
Reduce 5.76% |
1,385,200 |
0.15 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 26.00% |
283,620 |
1.83 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 33.90% |
341,542 |
2.58 |
Q4  2022 |
≡ |
Dodge & Cox |
Add 0.86% |
205,400 |
0.02 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.03% |
1,217 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 14.34% |
168,682 |
1.20 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 34.53% |
575,445 |
2.93 |
≡ |
Viking Global Investors |
Reduce 39.61% |
5,098,967 |
2.14 |
Q3  2022 |
≡ |
Viking Global Investors |
Add 47.13% |
4,123,843 |
1.19 |
≡ |
Dodge & Cox |
Add 28.57% |
5,299,200 |
0.46 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.02% |
659 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
2,252,700 |
3.43 |
Q2  2022 |
≡ |
Dodge & Cox |
Add 198.18% |
12,329,456 |
0.93 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 28.53% |
500,000 |
0.76 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 16.84% |
169,536 |
0.77 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 2.34% |
38,053 |
0.11 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
494 |
0.00 |
≡ |
Viking Global Investors |
Reduce 31.68% |
4,058,177 |
1.19 |
Q1  2022 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.00% |
8 |
0.00 |
≡ |
Dodge & Cox |
Buy |
6,221,344 |
0.59 |
≡ |
Viking Global Investors |
Reduce 29.00% |
5,232,678 |
1.94 |
Q4  2021 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 26.23% |
209,167 |
1.19 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 16.98% |
236,365 |
0.73 |
≡ |
Viking Global Investors |
Add 6.60% |
1,117,454 |
0.31 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
485 |
0.00 |
Q3  2021 |
≡ |
Viking Global Investors |
Add 47.50% |
5,449,942 |
1.56 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 22.72% |
257,718 |
0.92 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
444 |
0.00 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 0.00% |
1 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 0.00% |
1 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.03% |
5 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 12.37% |
247,300 |
0.51 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
27,186 |
0.03 |
Q2  2021 |
≡ |
Viking Global Investors |
Add 51.35% |
3,892,605 |
1.27 |
≡ |
Lee Ainslie - Maverick Capital |
Add 49.96% |
9,057 |
0.01 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.02% |
853 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.01% |
1 |
0.00 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 0.00% |
1 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 0.00% |
1 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 6.68% |
81,156 |
0.35 |
Q1  2021 |
≡ |
Viking Global Investors |
Add 107.70% |
3,931,156 |
1.23 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.00% |
6 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 2.48% |
30,916 |
0.15 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 14.74% |
3,134 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 30.95% |
357,354 |
2.47 |
≡ |
Hillman Value Fund |
Sell 100.00% |
63,125 |
4.17 |
Q4  2020 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.04% |
1,420 |
0.00 |
≡ |
Viking Global Investors |
Buy |
3,649,999 |
0.87 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 6.24% |
82,979 |
0.40 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 12.82% |
169,794 |
1.05 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 66.66% |
42,521 |
0.06 |
Q3  2020 |
≡ |
Hillman Value Fund |
Add 49.85% |
21,000 |
1.06 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 14.99% |
172,638 |
0.78 |