Q3  2024 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 35.71% |
2,500 |
0.18 |
≡ |
John Armitage - Egerton Capital |
Add 15.48% |
230,587 |
1.00 |
≡ |
Chris Hohn - TCI Fund Management |
Add 13.85% |
1,458,700 |
1.43 |
≡ |
Triple Frond Partners |
Add 10.27% |
23,490 |
1.31 |
≡ |
AKO Capital |
Add 4.47% |
54,157 |
0.30 |
≡ |
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 |
≡ |
First Eagle Investment Management |
Reduce 0.26% |
1,737 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.28% |
391 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.57% |
1,086 |
0.08 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.89% |
39,835 |
0.10 |
≡ |
Dodge & Cox |
Reduce 3.31% |
204,000 |
0.08 |
≡ |
Terry Smith - Fundsmith |
Reduce 3.37% |
240,340 |
0.41 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.84% |
200 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 3.93% |
86,886 |
0.31 |
≡ |
Viking Global Investors |
Reduce 10.81% |
247,902 |
0.39 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 17.00% |
5,932,350 |
5.66 |
≡ |
David Tepper - Appaloosa Management |
Reduce 17.89% |
211,356 |
1.35 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 18.04% |
364,426 |
1.17 |
≡ |
Yacktman Asset Management |
Reduce 18.55% |
284,382 |
1.26 |
≡ |
Polen Capital Management |
Reduce 21.96% |
1,973,084 |
2.19 |
≡ |
Daniel Loeb - Third Point |
Reduce 44.94% |
710,000 |
4.15 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 55.87% |
49,815 |
6.51 |
Q2  2024 |
≡ |
Lee Ainslie - Maverick Capital |
Add 226.39% |
416,173 |
3.53 |
≡ |
Viking Global Investors |
Add 43.55% |
695,444 |
1.20 |
≡ |
AltaRock Partners |
Add 10.30% |
180,630 |
1.66 |
≡ |
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 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.20% |
523 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.27% |
1,752 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.94% |
1,350 |
0.07 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.33% |
1,645 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.93% |
157 |
0.00 |
≡ |
Yacktman Asset Management |
Reduce 3.55% |
56,481 |
0.24 |
≡ |
Kahn Brothers Group |
Reduce 3.94% |
75 |
0.01 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 4.41% |
1,610,000 |
1.51 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.85% |
70,166 |
0.21 |
≡ |
Jensen Investment Management |
Reduce 5.71% |
133,843 |
0.49 |
≡ |
Terry Smith - Fundsmith |
Reduce 6.27% |
477,288 |
0.87 |
≡ |
Torray Funds |
Reduce 6.60% |
2,695 |
0.18 |
≡ |
Polen Capital Management |
Reduce 7.03% |
679,823 |
0.76 |
≡ |
Daniel Loeb - Third Point |
Reduce 10.48% |
185,000 |
0.95 |
≡ |
Hillman Value Fund |
Reduce 11.91% |
1,946 |
0.37 |
≡ |
David Tepper - Appaloosa Management |
Reduce 15.62% |
218,644 |
1.58 |
≡ |
Leon Cooperman |
Reduce 56.98% |
140,000 |
2.64 |
Q1  2024 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 6.52% |
118,109 |
0.39 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.76% |
144 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.87% |
4,350 |
0.02 |
≡ |
AKO Capital |
Add 0.24% |
2,677 |
0.02 |
≡ |
Viking Global Investors |
Buy |
1,596,887 |
2.50 |
≡ |
Kahn Brothers Group |
Buy |
1,902 |
0.12 |
≡ |
First Eagle Investment Management |
Reduce 0.13% |
876 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 1.00% |
106,275 |
0.11 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.39% |
2,010 |
0.10 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.52% |
1,091 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.97% |
29,005 |
0.08 |
≡ |
Torray Funds |
Reduce 2.56% |
1,074 |
0.07 |
≡ |
Yacktman Asset Management |
Reduce 2.89% |
47,365 |
0.18 |
≡ |
Polen Capital Management |
Reduce 2.92% |
290,880 |
0.28 |
≡ |
Terry Smith - Fundsmith |
Reduce 4.10% |
325,421 |
0.54 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 4.48% |
1,711,272 |
1.57 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 9.09% |
18,373 |
0.15 |
≡ |
Jensen Investment Management |
Reduce 9.12% |
235,125 |
0.76 |
≡ |
AltaRock Partners |
Reduce 11.88% |
236,528 |
2.14 |
≡ |
Dodge & Cox |
Reduce 12.27% |
863,100 |
0.33 |
≡ |
Daniel Loeb - Third Point |
Reduce 12.41% |
250,000 |
1.35 |
≡ |
David Tepper - Appaloosa Management |
Reduce 17.65% |
300,000 |
1.89 |
≡ |
John Armitage - Egerton Capital |
Reduce 19.40% |
333,900 |
1.36 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 22.44% |
74,831 |
0.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 33.33% |
3,500 |
0.24 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 48.78% |
500 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
288 |
0.01 |
Q4  2023 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 144.75% |
3,086 |
0.01 |
≡ |
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 |
≡ |
Thomas Gayner - Markel Group |
Add 1.22% |
6,000 |
0.02 |
≡ |
Torray Funds |
Add 1.16% |
479 |
0.03 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
10,638,165 |
11.12 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 0.53% |
475 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.88% |
2,960 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.65% |
2,434 |
0.12 |
≡ |
Dodge & Cox |
Reduce 1.71% |
122,200 |
0.05 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.36% |
35,732 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.67% |
1,966 |
0.17 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 2.74% |
1,075,301 |
0.96 |
≡ |
Mairs & Power Growth Fund |
Reduce 4.71% |
65,000 |
0.49 |
≡ |
Yacktman Asset Management |
Reduce 7.69% |
136,340 |
0.48 |
≡ |
Terry Smith - Fundsmith |
Reduce 8.16% |
705,498 |
1.11 |
≡ |
Daniel Loeb - Third Point |
Reduce 9.44% |
210,000 |
1.20 |
≡ |
Triple Frond Partners |
Reduce 9.73% |
24,650 |
1.10 |
≡ |
AltaRock Partners |
Reduce 9.98% |
220,798 |
1.85 |
≡ |
Jensen Investment Management |
Reduce 10.88% |
314,738 |
0.90 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 12.84% |
787,113 |
2.11 |